11 Best Moxie Alternatives in 2026

Moxie (formerly Mason) is a freelancer business tool with CRM, proposals, invoicing, time tracking, and scheduling. It targets virtual assistants, coaches, digital marketers, and creative professionals with an all-in-one approach. But teams searching for Moxie alternatives often hit its limits: basic project management (task lists without Gantt or Kanban), client portal only on Pro and above, limited automation on lower tiers, and pricing that grows from $12 to $40/month as you scale. If you need stronger project management, a client portal from day one, or more features for the price, here are 11 Moxie alternatives worth considering in 2026.

Why Freelancers Switch From Moxie

• Limited project management — Moxie offers projects and tasks but no Gantt charts, Kanban boards, or advanced task dependencies. Deliverables and milestones are basic compared to dedicated PM tools.
• Client portal gated — The fully branded client portal is only available on Pro ($25/month) and Teams ($40/month) plans. Starter users cannot give clients a branded portal.
• Growing pricing — Starter at $12/month, Pro at $25/month, Teams at $40/month. Costs add up as you add collaborators. Annual billing saves money but locks you in.
• Limited automation on Starter — Workflow automations require Pro or Teams. Starter users miss out on onboarding and follow-up automations.
• No HR or team scaling — Teams plan caps at 5 members; no payroll or employee management. Growing beyond a small team means switching tools.
• Communicator (phone line) region-locked — The business phone line (Communicator) is available only in US, Canada, and UK.

1. Agiled — Best All-in-One Moxie Alternative

Agiled is the most complete Moxie alternative because it combines everything Moxie does — CRM, proposals, invoicing, scheduling — with full project management, time tracking, client portals, HR, and automation from the start.

Moxie handles client management and invoicing well, but project delivery stays basic. Agiled extends the workflow with Kanban boards, Gantt charts, task dependencies, and a branded client portal on all plans. For freelancers who manage projects after booking, Agiled eliminates the need for separate PM tools. You get CRM, invoicing, proposals and contracts, and project management in one platform. Unlike Moxie, Agiled includes a free plan and offers HR, payroll, and AI agents for teams that plan to grow.

What makes Agiled the top pick:

• CRM — Visual pipelines, contact management, deal tracking, and activity timelines
• Proposals & contracts — Create, customize, and e-sign documents with reusable templates
• Project management — Kanban boards, Gantt charts, task dependencies, milestones, and project templates
• Time tracking — Built-in timer that converts tracked hours into billable invoices automatically
• Invoicing & finance — Professional invoices, estimates, recurring billing, expense tracking, and financial reports
• Client portal — Branded portal on all plans where clients view project progress, approve deliverables, and make payments
• Scheduling — Booking pages with availability rules, buffer times, and calendar sync
• Workflow automation — Visual builder with triggers, conditions, and actions on all plans
• HR & payroll — Employee management, attendance, leave tracking, and payroll for growing teams
• AI agents — Draft proposals, emails, and reports with context-aware AI

Workflow automation is available on all plans, unlike Moxie where it requires Pro. The client portal comes standard, so you do not need to upgrade to give clients a branded experience. For freelancers who outgrow Moxie's basic project views or want to avoid the Pro tier for core features, Agiled delivers more at a lower entry point.

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2. AgencyPro — Best for All-in-One Agency Management

AgencyPro is a purpose-built agency management platform that combines a fully branded client portal with CRM, project management, invoicing, and billing in one place. For freelancers and small agencies that need more project delivery depth and billing automation than Moxie offers, AgencyPro consolidates client management, project tracking, and payments into a single platform. Clients submit requests, track progress, and pay invoices through a branded portal under your own domain, while your team manages projects in list, Kanban, or queue views, tracks time, and generates invoices automatically through Stripe and PayPal integration.

AgencyPro supports credit-based and hourly services, automated payment reminders, design annotation for visual feedback, and documents including contracts, proposals, and quotes. The built-in CRM tracks client history, invoices, files, and messages in one profile. Analytics dashboards show revenue, team utilization, and client health.

Key features:

• Fully branded client portal with custom domain
• CRM with complete client profiles and history
• Project management with list, Kanban, and queue views
• Automated invoicing with Stripe and PayPal
• Time tracking with billable hour conversion
• Documents — contracts, proposals, quotes, and wikis
• Design annotation and file proofing
• Credit-based and hourly service packages
• Analytics dashboards for revenue and team utilization

Limitations: Starting price of $99/month may be high for solo freelancers. Some advanced features like API access and Zapier require the Plus plan ($399/month).

Pricing: Basic at $99/month (2 team seats). Pro at $199/month (5 seats). Plus at $399/month (10 seats). 14-day free trial.

3. Plutio — Best for Solo Freelancers

Plutio connects the full freelancer workflow — from proposal to project delivery and invoicing — in one platform, similar to Moxie but with stronger project views. Proposals can auto-convert to projects when signed, reducing manual setup.

Key features:

• Proposals that convert to projects automatically
• Task management with boards and lists
• Time tracking with billable rates
• Client portal with progress visibility
• Invoicing and online payments

Limitations: Smaller ecosystem and fewer integrations than Moxie. No HR or team management.

Pricing: Starts at $19/month.

4. HoneyBook — Best for Creative Professionals

HoneyBook is a client management platform popular with photographers, event planners, and creative freelancers, with polished proposals, contracts, and invoicing. Its smart file builder lets you combine proposals, contracts, and invoices in one document. HoneyBook raised prices in 2025, so cost-conscious freelancers may prefer Moxie or Agiled.

Key features:

• Smart file builder for proposals, contracts, and invoices in one document
• Online payment processing with multiple payment options
• Automated workflow templates for client onboarding
• Meeting scheduler and client communication tools
• Pipeline view for tracking leads and bookings

Limitations: No project management, time tracking, or HR features. Pricing increased in 2025 — Starter at $29/month, Essentials at $49/month.

Pricing: Starter at $29/month (annual). Essentials at $49/month (annual). Premium at $109/month (annual).

5. Dubsado — Best for Custom Workflows

Dubsado offers deep customization for client management workflows, forms, and automation, making it a strong Moxie alternative for control-focused freelancers. The workflow builder supports branching logic and conditional paths. Setup can take longer than Moxie, but the result is highly tailored to your process.

Key features:

• Highly customizable proposals, contracts, and forms
• Workflow automation with branching logic
• Client portals for document access
• Invoicing with payment plans
• Scheduler with availability settings

Limitations: Steeper setup time than Moxie. Interface feels dated. No project management or time tracking.

Pricing: Starter at $35/month. Premier at $55/month. Free plan for up to 3 clients.

6. Bonsai — Best for Freelance Finances

Bonsai combines client management with strong financial tools, including US tax preparation, making it popular with US-based freelancers. Its contract templates are attorney-reviewed, and the tax features help with quarterly estimates and expense categorization. Task management is basic compared to full PM tools like Agiled.

Key features:

• Professional contracts with e-signatures
• Invoicing with automatic payment reminders
• Expense tracking and US tax preparation
• Time tracking with project budgets
• CRM with pipeline management

Limitations: Task management is basic. Tax features are US-only.

Pricing: Starter at $21/month. Professional at $32/month. Business at $66/month.

7. Indy — Best for Budget-Conscious Freelancers

Indy is an affordable all-in-one platform for freelancers with proposals, contracts, invoices, projects, and a client portal. The free plan is generous for testing, though limited to 3 clients and 3 proposals/contracts/invoices per month.

Key features:

• Proposals, contracts, and invoices in one place
• Project management with Kanban boards
• Time tracker with invoice integration
• Forms, calendar, and tasks
• Branded client portal on Pro

Limitations: Free plan limits to 3 clients and 3 proposals/contracts/invoices per month. Smaller feature set than Moxie or Agiled.

Pricing: Free (limited). Pro at $12/month (monthly) or $18.75/month (annual).

8. 17Hats — Best for Solopreneurs

17Hats is an all-in-one business management app for solopreneurs, with lead generation, booking, invoicing, workflows, and to-do lists. It has been a mainstay for wedding photographers and event planners for years. At around $60/month, it is more expensive than Moxie or Agiled for similar feature sets.

Key features:

• Lead capture and pipeline management
• Proposals, contracts, and invoicing
• Workflow automation and to-do lists
• Client communication tools
• Mobile-friendly dashboard

Limitations: Expensive at $60/month for solo users. Dated interface. Limited project management and integrations.

Pricing: Around $60/month (as of 2026).

9. FreshBooks — Best for Accounting-First Freelancers

FreshBooks is invoicing and accounting software that also offers project management, time tracking, and client collaboration. It is a strong choice if your primary need is clean invoicing and expense tracking, with PM as a secondary feature. Proposals and contracts are basic compared to Moxie or Dubsado.

Key features:

• Professional invoicing with automatic reminders
• Expense tracking and categorization
• Time tracking tied to projects
• Project collaboration and client access
• Integrations with Stripe, Gusto, and QuickBooks

Limitations: Not a full CRM. Proposals and contracts are basic. No client portal in the traditional sense.

Pricing: Lite at $17/month. Plus at $30/month. Premium at $55/month.

10. Paymo — Best for Time-Billing Teams

Paymo combines project management with time tracking and invoicing, ideal for freelancers and small agencies who bill by the hour. Time entries flow directly into invoices, and the Gantt and resource views support capacity planning. CRM is minimal — Paymo is best when your primary need is PM plus billing.

Key features:

• Task management with Kanban and Gantt views
• Automatic and manual time tracking
• Client invoicing from tracked time
• Resource scheduling and workload management
• Project budgeting and profitability reports

Limitations: CRM is minimal. Fewer integrations than Moxie or Agiled. Better for PM + billing than full client lifecycle.

Pricing: Free plan available. Starter at $5.9/user/month. Business at $10.9/user/month.

11. Copilot — Best for Client Portals and Billing

Copilot (formerly Assembly) is a client management platform with branded client portals, invoicing, and contract management for freelancers and service businesses. It focuses on client communication and billing rather than full project management. The Billing app integrates with payout accounts so payments flow through Copilot before distribution. Good for freelancers who prioritize a polished client experience over deep project tracking.

Key features:

• Branded client portal for deliverables and communication
• Billing app for invoices and subscriptions
• Contract management and e-signatures
• Secure messaging and file sharing
• QuickBooks integration

Limitations: Project management is limited. Focused on client communication and billing rather than full business management.

Pricing: Contact for pricing. Plans vary by features and team size.

Quick Comparison: Moxie Alternatives

Platform	CRM	Contracts	Invoicing	Projects	Time Tracking	Client Portal	Starting Price
Agiled	Yes	Yes	Yes	Yes	Yes	Yes	Free
AgencyPro	Yes	Yes	Yes	Yes	Yes	Yes	$99/mo
Moxie	Yes	Yes	Yes	Basic	Yes	Pro+	$12/mo
Plutio	Yes	Yes	Yes	Yes	Yes	Yes	$19/mo
HoneyBook	Yes	Yes	Yes	No	No	Yes	$29/mo
Dubsado	Yes	Yes	Yes	No	No	Yes	$35/mo
Bonsai	Yes	Yes	Yes	Basic	Yes	Yes	$21/mo
Indy	Yes	Yes	Yes	Yes	Yes	Pro	Free
17Hats	Yes	Yes	Yes	Basic	No	Yes	$60/mo
FreshBooks	Basic	Basic	Yes	Yes	Yes	Limited	$17/mo
Paymo	No	No	Yes	Yes	Yes	Yes	Free

The comparison table above shows that Agiled is the only platform in this list that includes CRM, contracts, invoicing, projects, time tracking, and a client portal on all plans — including the free tier. Moxie, Plutio, and Bonsai come close but each has gaps: Moxie gates the portal on Pro, Plutio has limited team features, and Bonsai's project management is basic. For freelancers who want one tool to run the full business lifecycle, Agiled offers the most complete package.

What Is the Best Moxie Alternative in 2026?

Agiled is the best Moxie alternative for freelancers and small teams who need more than client management and invoicing. It delivers everything Moxie does — CRM, proposals, contracts, invoicing, scheduling — plus full project management with Kanban and Gantt, time tracking, a client portal on all plans, HR, and AI tools. For freelancers who manage projects after booking, Agiled eliminates the need for separate PM tools. The free plan makes it easy to try before committing, and the platform scales as you add team members or move into agency territory.

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Frequently Asked Questions

How much does Moxie cost?

Moxie’s Starter plan is $12/month (monthly) or $10/month (annual). Pro is $25/month or $20/month (annual). Teams is $40/month or $32/month (annual) for up to 5 team members. The client portal and workflow automations require Pro or higher. Meeting schedulers and basic accounting are included on all plans. Paying annually saves roughly 17–20% compared to monthly billing.

Which Moxie alternative is best for freelancers who bill by the hour?

Agiled and Paymo are the best options. Agiled offers full project management, time tracking, and invoicing in one platform with a client portal on all plans. Paymo is focused on time tracking and project billing with strong Gantt and resource views for agencies.

Can I migrate from Moxie to another tool?

Most alternatives support CSV import for contacts, projects, and invoices. Check each platform’s migration documentation for specific instructions. Agiled provides import tools for contacts, deals, and projects to make the transition smooth.

Which Moxie alternative is best for creative professionals?

HoneyBook and Dubsado are popular with photographers and event planners. Agiled works well for creatives who also need project management and time tracking — designers, developers, and consultants who deliver ongoing work after the initial booking. Bloom is another option specifically built for photographers with gallery delivery. Agiled suits creatives who deliver ongoing work beyond the initial booking and need full project tracking.

For more useful information, browse the resources guide today!

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• Best HoneyBook Alternatives
• Best Dubsado Alternatives
• Best Bonsai Alternatives
• Best 17Hats Alternatives