In the past, Moxie had only two plans available. They’ve since updated their offerings for freelancers and small teams that require essential project management tools.

  • Starter: $12/month (or $10/month annually), perfect for freelancers just starting.
  • Pro: $25/month (or $20/month annually) built for growing solo professionals and collaborative freelancers. 
  • Teams: $40/month (or $32/month annually), designed for small agencies or tight-knit freelance teams. 

In this article, we’ll explore the features and benefits of WithMoxie’s each to help you choose the right fit for your business.

Quick Summary

What is WithMoxie?

Moxie is a complete business management platform created for freelancers and small teams. It helps you manage projects, clients, and finances all in one place, making your daily work easier and more efficient.

Moxie HomePage

With Moxie, you can manage your work from invoicing to time tracking, without switching between multiple apps. It gives you the tools to handle proposals, tasks, and basic expenses to keep your projects organized and moving.

You can accept payments through Stripe and PayPal. Meanwhile, if you need to talk to clients directly, there’s an option to set up phone numbers too. 

WithMoxie Pricing: A Quick Comparison

Here’s a quick comparison of the key features across the different WithMoxie prices —

FeatureStarterProTeams
Price (monthly)$12/month$25/month$40/month
Price (annually)$10/month$20/month$32/month
Client Management
Project Management
Invoicing & Payments
Proposals, Quotes & Contracts
Time Tracking
Sales Pipeline
Basic Accounting
Custom Form Builder
Meeting Schedulers
Universal Calendar & Inbox
Moxie AI Assistant
Real Human Support✅ (Priority)
Custom Domain
White-Labeled Client Portal
Support Ticket System
Workflow Automation
Communicator Phone Line (US, CA, UK)1 Line2 Lines
API Integrations (Zapier, Webhooks, etc)
QuickBooks Integration
Unlimited Project Collaborators
Team MembersUp to 5

How is WithMoxie Pricing Calculated?

Moxie offers three straightforward plans, Starter, Pro, and Teams, each designed around how you work, not how much you use. There are no surprise charges. 

Still, a few choices on your end can shape the final cost —

  • Number of Users: Only the Teams plan includes access for multiple people, up to five team members. That’s something to factor in if you’re running a small agency or collaborating with others long-term.
  • Support Expectations: Moxie doesn’t gatekeep support, but the higher the plan, the faster and more personalized the help. Teams plan get the most attention because… well, there are more people to support.

WithMoxie Pricing: A Complete Breakdown of Each Plan

Let’s closely analyze the Moxie price list to understand each package and how they differ. 

WithMoxie Starter Plan

Moxie Startter plan

The Starter Plan costs $12/month ($10 per month if you choose a yearly plan) and is designed for freelancers just beginning their journey. In this plan, you’ll get a full set of essentials to keep things organized, polished, and professional from day one.

You can manage clients and projects in one place, send out proposals, quotes, and contracts, and stay on top of your time tracking and invoices. The built-in sales pipeline helps you see where each client stands. 

Moxie Projects Management

Plus, you get useful tools like a custom form builder, meeting scheduler, universal calendar, and inbox

It doesn’t come with automation or integrations like Zapier or QuickBooks. But that’s the point! This plan of WithMoxie stays simple so you can focus on doing your best work, not figuring out tech. And if you ever get stuck, there’s actual human support behind you.

Features of the Starter Plan

The Starter Plan is designed for freelancers who want essential tools without the extras. It keeps things simple, useful, and affordable.

  • Client Management: You can keep client details, notes, and interactions in one place to stay organized and responsive.
  • Project Management: This feature helps you manage tasks, deadlines, and progress without needing extra tools or spreadsheets.
  • Invoicing & Payments: You can send invoices and accept payments directly, keeping your cash flow smooth and simple.
  • Proposals, Quotes & Contracts: It allows you to create and share professional documents that clients can approve or sign easily.
  • Time Tracking: This tool helps you record how long tasks take so you can bill fairly and plan better.
  • Sales Pipeline: It provides a visual overview of your leads and sales stages to help you follow up and close deals.
  • Basic Accounting: You can track income and expenses, giving you a clear picture of your freelance finances.
  • Custom Form Builder: This feature lets you create intake forms or questionnaires tailored to your client workflow.
  • Meeting Schedulers: It allows clients to book time with you without the back-and-forth of email coordination.
  • Universal Calendar & Inbox: You can manage meetings and messages in one dashboard to avoid switching between apps.
  • Moxie AI Assistant: This AI helper offers suggestions and reminders to help you stay on top of daily freelance tasks.
  • Support by Real People: You get access to a helpful human team when you need guidance or technical help.

Pros of the Plan

  • Affordable for freelancers and solo entrepreneurs managing multiple projects.
  • Simple time tracking across projects helps to stay organized.
  • Unlimited project collaborators for smooth collaboration.
  • Built-in invoicing tools to manage payments directly.
  • Access to support and Moxie AI assistant.

Drawbacks of the Plan

  • Limited to 1 full license, so it’s not ideal for larger teams.
  • Doesn’t allow team members.
  • No white-labeling or branding customization available

WithMoxie Pro Plan

Moxie Pro Plan

The Pro Plan at $25 per month (or $20/month if you sing up for year) is for freelancers ready to grow beyond solo gigs. It includes everything from the Starter Plan. 

But here’s where it steps up! You’ll get a white-labeled Moxie client portal that makes your brand feel more professional from the start. It’s a big step toward looking more professional, especially when you compare it to other client portal pricing models with fewer features.

It also gives you automated workflows that reduce repetitive tasks and integrated support ticketing, so client requests stay organized.

Plus, Pro Plan allows you to invite unlimited project collaborators, so teamwork doesn’t feel limited. Its built-in phone lines for the US, UK, and Canada let you communicate more personally. 

Moreover, API access (Zapier, Make, Webhooks) lets you sync tools without needing a developer. Meanwhile, WithMoxie’s AI assistant helps you stay on top of tasks.

Features of the Pro Plan

The Pro Plan includes all Starter features, plus extra tools that make running a freelance business smoother and more professional.

  • Custom Domain: You can use your own web domain, helping your brand look more polished and independent.
  • Client Portal — White Labeled: It provides clients with a dedicated portal that carries your branding, not someone else’s.
  • Support Ticketing & Client Request Management: This feature lets clients submit issues or requests, and keeps everything organized in one place.
  • Workflow Automations: It allows you to automate repetitive tasks like follow-ups or status changes, saving time every week.
  • Communicator Phone Line (US, CA, UK): You get a dedicated phone line to make and receive calls, adding a professional touch.
  • API Integrations: You can connect Moxie with your other tools, syncing data and automating actions easily.
  • QuickBooks Integration: It lets you connect with QuickBooks to handle your accounting without duplicating work.
  • Unlimited Project Collaborators: This feature allows you to invite as many contributors as you need, without hitting limits.

Pros of the Plan

  • Affordable for small agencies managing multiple projects.
  • Includes all Pro plan features, plus expanded team capabilities.
  • Allows up to 5 full-access team members for better collaboration.
  • Includes branded, professional client experience.
  • Customizable access for restricted users based on their role.
  • Includes two phone numbers for streamlined client communication.

Drawbacks of the Plan

  • Only 5 team members are still restricted for larger teams.

WithMoxie Teams Plan

Moxie Teams Plan

At $40/month (or $32/month if you opt for the yearly plan), the Teams plan is designed for small agencies and freelancers working together to tackle complex projects. You still get everything in the Pro plan, but now with space for up to five team members. 

You can bring in up to five core team members and loop in as many external collaborators as needed. If your client volume grows, you’ll also get a second communicator phone line to handle the extra load.

Plus, everything’s connected from proposals, invoices, tasks, to client requests. Your team works from one system that keeps things flowing without the usual back-and-forth. And every client portal? Fully white-labeled, so your agency looks clean and professional from the first login.

And when you need help? Moxie’s support team is ready, with extra care, because there’s more of you to support. The only limitation is in team size, capped at five internal seats. 

Features of Teams Plan

The Teams Plan is designed for small agencies and freelancer groups handling bigger workloads together. Here’s what you get:

  • Client Management: Keep client info, communication, and project notes in one place to stay organized and focused.
  • Project Management: Create tasks, set deadlines, and track progress for each project with your team.
  • Invoicing & Payments: Send professional invoices and accept payments online without needing extra tools or plugins.
  • Proposals, Quotes & Contracts: Build and send branded proposals and contracts that clients can approve or sign digitally.
  • Time Tracking: Log billable hours for tasks and projects so you never lose track of what time was spent.
  • Sales Pipeline: Manage leads, track deal stages, and see where each client stands in your sales funnel.
  • Basic Accounting: View income and expenses to get a simple overview of your finances without hiring a bookkeeper.
  • Custom Form Builder: Create forms to gather client info, feedback, or project requirements with full control over fields.
  • Meeting Schedulers: Let clients book calls or meetings based on your available time slots—no back-and-forth needed.
  • Universal Calendar & Inbox: See your tasks, events, and messages in one view to keep daily work clear and manageable.
  • Moxie AI Assistant: Use AI to get writing help, reminders, or suggestions for handling clients or planning projects.
  • Custom Domain: Add your brand by using your own domain for client-facing tools and portals.
  • Client Portal – White Labeled: Give clients a personalized space to see updates, documents, and communicate—completely branded as your own.
  • Support Ticketing & Client Requests: Let clients submit requests or issues, then manage them with a simple ticket system.
  • Workflow Automations: Set up triggers and rules to automate tasks like onboarding, follow-ups, or payment reminders.
  • Up to Five Team Members: Add teammates with their own logins, permissions, and dashboards to collaborate more effectively.
  • 1 Additional Communicator Phone Line: Add a second business phone line for another team member to use.

Pros of the Plan

  • Designed for growing agencies managing larger client loads
  • Includes collaboration tools for streamlined team projects
  • Offers advanced support tailored for team needs
  • Scales well with freelancers expanding into agencies
  • Access to full feature set at reasonable cost

Drawbacks of the Plan

  • No custom team size option beyond default limit
  • Phone support limited to select countries only

If you’re still unsure which plan is right for you, Moxie reviews might help clarify what to expect at each tier.

Does WithMoxie Have Hidden Costs?

No, Moxie doesn’t have hidden costs. What you see is what you pay. Let’s look closer at how that works.

Setup Fees

Moxie doesn’t charge you to get started. Whether you go with Starter, Pro, or Teams, there’s no onboarding fee or extra payment just to begin using the tools. You can try it for free, no credit card required.

Add-ons and Integrations

Everything listed under each plan is included in the monthly (or yearly) price. Even features like QuickBooks integration, Zapier, Make, and the public API are built into the Pro plan without extra fees. There’s no upselling mid-way to unlock basic functionality.

Overuse Charges

No overage traps here. Each plan comes with clear limits: team size, phone lines, and collaborators. If you need more, you upgrade. Moxie won’t auto-bill you for going over.

Does WithMoxie Offer a Free Trial?

Yes, Moxie offers a free 14-day trial for every plan they offer. During this trial, you’ll have full access to all the features, giving you a chance to explore how the platform can fit your needs.

No credit card is required to start, and you can cancel anytime within the trial period. This gives you the freedom to test WithMoxie risk-free before deciding on a paid plan.

Is Moxie Worth The Price?

Yes, Moxie is worth it if —

  • You’re a freelancer or small agency needing simple, effective project management tools.
  • You value features like time tracking, invoicing, and collaboration with clients or team members.
  • The pricing fits within your budget and business needs.

However, for larger teams or businesses, Moxie is not the best fit. If you need more advanced customization or reporting features, you should look at alternatives. 

But, what’s the best alternative?

Agency Handy: The Best Moxie Alternative & Budget-Friendly Choices

If you’re considering alternatives to Moxie, Agency Handy is the best one you can find. Here’s a quick look at how they compare for the starter plan.

AspectsMoxieAgency Handy
Free trialAvailable Available 
Users11
Pricing (Monthly)$12 $19
Pricing (Yearly)$10/mo ($120)$13/mo ($156)
Sales Pipeline✅ ✅ 
File Feedback & Approvals❌ ✅ 
Client Portal (White-Labeled)✅ 
Unlimited Clients✅ 
Service Listing✅ ✅ 
Multipackage Service Listing✅ 
Custom Forms✅ 
Project/Task Management✅ ✅ 
Customized Invoicing ✅ ✅ 
Time Tracking✅ ✅ 

This was a brief comparison! However, we’ve done a detailed comparison to help you determine which option is best suited for your needs.

WithMoxie vs Agency Handy: A Detailed Comparison

Let’s break down how Moxie and Agency Handy compare where it actually matters.

Pricing

Budget matters, especially when you’re running lean. This section helps you see which tool stretches your dollar further without cutting back on essentials.

WithMoxie

Moxie keeps things affordable. Starter plans kick off at $12/month ($10 if billed yearly), covering the basics like invoicing, client portals, proposals, and time tracking. 

Upgrade to Pro or Teams and you unlock automations, a client phone line, and integrations like Zapier or QuickBooks. It’s built for freelancers who need simplicity over complexity.

Agency Handy

Agency Handy starts at $19/month, but includes more from the start—white labeling, CRM, file feedback, and subscription billing are baked into the base plan. Pay yearly, and that price drops to $13/month. 

As you scale, plans open up room for more users, storage, Slack integration, and multiple workspaces.

Client Portal

A clear, simple client portal can save you hours of back-and-forth. Here’s how each platform handles client visibility.

WithMoxie

Moxie’s portal is clean and accessible—ideal for 1:1 services. Clients can view invoices, check on project progress, and interact with proposals. It’s flexible, though not built specifically for coaching or client workflows.

Agency Handy

Every client gets their own dashboard from the start. They can track tasks, approve files, request new work, and review invoices, without sending an email. It’s all designed for smooth, ongoing collaboration.

Service Listing

If you sell services, how they’re displayed matters. It should be easy for clients to browse, pick, and pay, without endless email threads.

WithMoxie

Moxie doesn’t have a built-in catalog. You can add service details in proposals, but there’s no public listing or client-facing layout to browse. If you want to showcase what you offer, you’ll need to do that outside the platform or via proposals only.

Agency Handy

Agency Handy gives you a structured service catalog system. You can list unlimited services with multiple packages in each one, group services, set clear pricing, offer trials, and even embed the full catalog on your website. It’s like giving your clients a self-serve menu they can explore at any time.

Agency Handy Catalog Your Services

Invoicing

Getting paid should be smooth and fast. Both platforms handle this, but they do it differently.

WithMoxie

Moxie includes invoicing in every plan, even the Starter one. You can send single or recurring invoices, track time against them, and connect payment options like Stripe. It works well if you’re billing for coaching sessions or creative projects with simple fee structures. 

However, customization is limited. Tax settings are minimal, and there’s no way to tailor invoice content beyond the basics.

Agency Handy

Agency Handy goes beyond the basics. You can issue invoices manually or automatically when a client places an order. It supports multiple currencies, tax configurations by region, and recurring billing for subscriptions. 

Moreover, every invoice is white-labeled and fully customizable. Plus, it supports multiple payment methods from Stripe, Wise, PayPal, to manual transfer. 

Team Collaboration & Permissions

It’s one thing to have multiple users. It’s another to manage them in a way that actually makes sense. 

WithMoxie

Moxie’s Teams plan lets you invite up to five teammates and add unlimited project collaborators. That’s great if you have a small crew working on client work. You can assign tasks, leave notes, and stay looped in. However, you won’t get much control over who sees what. 

There’s no granular permission setup, and no way to give certain users limited or view-only access. 

Agency Handy

You can assign users to roles like Super Admin, Admin, Manager, or Assignee, each with their own level of access. This makes it easy to keep your billing, project files, and client data secure. 

Team chat, shared task lists, Kanban views, and Slack integration make daily coordination simple. Everyone knows what they’re responsible for, and nothing slips through the cracks.

File Feedback

We find it extremely frustrating to get feedback through endless email threads. Besides, it often leads to missed details. Built-in feedback tools can help you move faster and avoid miscommunication.

WithMoxie

Moxie allows you to upload files and share them with clients, but that’s about it. There’s no markup tool, no way to comment on specific areas, and no versioning system for tracking updates. 

Clients have to provide feedback via email or chat, which means you’re constantly jumping between tools. 

Agency Handy

Agency Handy’s file feedback system is hands-on and built into the workflow. 

Clients can open a PDF, image, or video right in their dashboard and leave feedback. It could as simple as a text note, a highlight, or a quick markup.

Also, you can upload newer versions, view older ones, and keep a clean version history. Comments stay linked to the file, so there’s no confusion later. 

Final Thoughts

In conclusion, Moxie provides a solid solution for freelancers and small teams. It gives you tools like project management, invoicing, and time tracking at an affordable price. 

So, WithMoxie is ideal if you need a simple, user-friendly platform to manage clients and projects without unnecessary complexity.

However, if you’re working with larger teams or require advanced features like CRM, automation, or white-label branding, platforms like Agency Handy, SuiteDash, or HoneyBook may better suit your needs.

FAQs

Can I use WithMoxie for client onboarding? 

While Moxie offers tools for project management and client collaboration, it doesn’t include advanced client onboarding features like service catalogs or custom order forms in some alternatives. You can try other platforms like Agency Handy, which provides a smooth client onboarding experience.

Can I customize WithMoxie to match my brand? 

Moxie offers limited customization options, such as adding your business logo and personalizing invoices. However, for more extensive branding, other platforms like Agency Handy can be a better fit.

What security features does WithMoxie offer? 

Moxie ensures data security with standard industry practices such as secure payment gateways and data encryption for client information.

Article by
Shompod Hossain
Shompod Hossain is a writer who loves digging into how people and businesses work together—especially in SaaS industry. He’s been at it for over three years. Outside of writing, he’s usually listening to music, catching up on the news, or thinking through the latest in politics.