11 Best Moxie Alternatives in 2026

Moxie Starter costs $12/month; Pro costs $25/month; Teams costs $40/month (5 members max). Client portal and automations require Pro or higher. Top alternatives: Agiled (free tier, all features included), Plutio ($19/month), Indy (free plan), HoneyBook ($29/month).

Moxie (formerly known as Mason) is a freelancer business management tool that combines CRM, proposals, invoicing, time tracking, and scheduling in one platform. It targets virtual assistants, coaches, digital marketers, and creative professionals with an all-in-one approach starting at $12/month .

The friction starts when freelancers hit Moxie's tier gates. Project management is limited to task lists with no Gantt charts or Kanban boards. The client portal requires Pro ($25/month) or Teams ($40/month). Workflow automations are locked behind Pro. The Teams plan caps at 5 members with no path to scale beyond that. And the Communicator business phone line only works in the US, Canada, and UK . If you need stronger project delivery tools, a client portal from day one, or features that grow with your team, these 11 alternatives solve specific Moxie gaps.

Quick decision guide:

If You Need	Best Pick	Starting Price
Everything in one platform	Agiled	Free
Agency client portal + billing	AgencyPro	$99/mo
Proposal-to-project automation	Plutio	$19/mo
Creative client management	HoneyBook	$29/mo
Custom workflow builder	Dubsado	Free (3 clients)
Freelance finances + US tax prep	Bonsai	$21/mo
Budget-friendly all-in-one	Indy	Free
Accounting-first invoicing	FreshBooks	$17/mo
Time-billing teams	Paymo	Free
Polished client portal + billing	Copilot	Contact

Why Freelancers Switch From Moxie

Moxie works well for solo freelancers who need basic client management and invoicing. But consistent pain points push users toward alternatives as their needs grow.

• Client portal locked behind Pro. The branded client portal requires Pro ($25/month) or Teams ($40/month) . Starter users at $12/month cannot give clients a branded space to view progress, approve deliverables, or access files. That means upgrading to Pro costs $300/year just to offer a basic client experience that platforms like Agiled and Indy include on free plans.
• Project management stays basic. Moxie offers projects and task lists, but there are no Gantt charts, Kanban boards, task dependencies, or milestone tracking. Freelancers managing multi-phase projects with deliverable timelines end up running a separate PM tool alongside Moxie, duplicating data entry.
• Automations gated on Starter. Workflow automations for client onboarding, follow-up sequences, and recurring tasks require Pro or Teams. Starter users do everything manually. A freelancer sending 20 client onboarding sequences per month spends approximately 3-5 hours on setup that automations would handle in minutes.
• Teams plan caps at 5 members. The highest-tier plan supports up to 5 team members at $40/month (monthly) or $32/month (annual) . There is no enterprise or scaling option. Growing past 5 people means migrating to a new platform mid-growth, which disrupts workflows and client relationships.
• No HR, payroll, or team scaling path. Moxie has no employee management, attendance tracking, leave management, or payroll features. Freelancers transitioning to agency owners need a completely separate HR stack.
• Communicator phone line is region-locked. Moxie's built-in business phone line (Communicator) is available only in the US, Canada, and UK . Freelancers in Australia, Europe, or Asia cannot use this feature at all, reducing the platform's value for international users.

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

Agiled delivers everything Moxie does plus the features Moxie gates behind higher tiers or does not offer at all. CRM, proposals, invoicing, scheduling, full project management, time tracking, client portals, HR, workflow automation, and AI agents are all available from the start.

The core gap between Moxie and Agiled is project delivery depth plus feature access. Moxie handles client management and invoicing well, but project work stays at task-list level, and essential features like the client portal and automations require Pro ($25/month). Agiled includes Kanban boards, Gantt charts, task dependencies, milestones, a branded client portal, and workflow automation on all plans, including the free tier.

The cost math favors Agiled at every comparison point. Moxie Pro at $25/month ($300/year) gives you CRM, proposals, invoicing, scheduling, client portal, and automations but still no Gantt charts, no Kanban, no HR, and no AI. Agiled's free plan includes CRM, project management with Kanban and Gantt, proposals, invoicing, client portal, and automation. Upgrading to Agiled Pro adds advanced features at $7.99/user/month , still delivering more per dollar than Moxie Teams at $40/month.

What sets Agiled apart from Moxie:

• CRM with visual pipelines, contact management, deal tracking, and activity timelines via CRM
• Project management with Kanban boards, Gantt charts, task dependencies, milestones, and project templates via Projects
• Time tracking built in, converting tracked hours into billable invoices automatically
• Invoicing and finance with estimates, recurring billing, expense tracking, and online payments
• Proposals and contracts with e-signatures and reusable templates
• Client portal on all plans where clients view project progress, approve deliverables, and make payments
• Scheduling with booking pages, availability rules, buffer times, and calendar sync
• Workflow automation with visual builder, triggers, conditions, and actions on all plans
• HR and payroll including attendance, leave tracking, and org charts for growing teams
• AI agents for drafting proposals, emails, and reports, included in the base price

For freelancers who outgrow Moxie's basic project views or want client portal and automations without upgrading to Pro, Agiled covers more ground at a lower entry point. The free plan makes migration risk-free to test.

Pricing: Free plan available. Pro plans start at $7.99/user/month .

Start Free With Agiled

2. AgencyPro: Best for Branded Agency Management

AgencyPro is a purpose-built agency management platform that combines a fully branded client portal with CRM, project management, invoicing, and billing. For freelancers transitioning to agency work who need more project delivery depth and billing automation than Moxie offers, AgencyPro consolidates client management, project tracking, and payments into one system.

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. AgencyPro also supports credit-based and hourly service packages, design annotation for visual feedback, and documents including contracts, proposals, and quotes.

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 including 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 is high for solo freelancers who bill under $5,000/month. API access and Zapier integration require the Plus plan at $399/month . No HR or payroll features.

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 Proposal-to-Project Automation

Plutio connects the full freelancer workflow from proposal to project delivery and invoicing in one platform. The differentiator from Moxie: proposals auto-convert to projects when signed, reducing manual setup and ensuring no client detail is lost between the sales and delivery stages.

Plutio offers stronger project views than Moxie (boards and lists with better organization), a client portal on the base plan, and time tracking with billable rates. The trade-off is a smaller ecosystem, fewer integrations, and no HR or team management features. For solo freelancers who want proposal-to-invoice automation without Moxie's tier gates, Plutio delivers at a competitive price.

Key features:

• Proposals that auto-convert to projects when signed
• Task management with boards, lists, and calendar views
• Time tracking with billable rates and invoice integration
• Client portal with project progress visibility
• Invoicing and online payments with Stripe integration

Limitations: Smaller integration ecosystem than Moxie. No HR, payroll, or team management. No Gantt charts or advanced dependency tracking. Limited automation compared to Agiled or Dubsado.

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. Its smart file builder lets you combine proposals, contracts, and invoices into a single document that clients can review and sign in one flow.

HoneyBook's polished templates and visual design appeal to creatives who care about client-facing presentation. The workflow automation engine supports conditional paths for client onboarding. HoneyBook increased prices in 2025, pushing Starter to $29/month and Essentials to $49/month , making it more expensive than Moxie Starter for a comparable base feature set. The key trade-off: HoneyBook has no project management, no time tracking, and no HR features.

Key features:

• Smart file builder combining proposals, contracts, and invoices
• 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 or time tracking at any tier. Pricing increased in 2025. Starter at $29/month is 142% more expensive than Moxie Starter for fewer features. No HR or team scaling.

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

5. Dubsado: Best for Custom Workflow Builders

Dubsado offers the deepest workflow customization of any Moxie alternative. The workflow builder supports branching logic, conditional paths, and multi-step automation sequences that go far beyond Moxie's automation capabilities (even on Pro). Setup takes longer than Moxie, but the result is a system precisely tailored to your process.

Dubsado's free plan allows up to 3 clients, making it a genuine testing option. The Starter plan at $35/month and Premier at $55/month are more expensive than Moxie, but the automation depth justifies the premium for workflow-heavy freelancers. The trade-off: no project management, no time tracking, and the interface feels dated compared to newer platforms.

Key features:

• Highly customizable proposals, contracts, and intake forms
• Workflow automation with branching logic and conditional paths
• Client portals for document access and communication
• Invoicing with payment plans and installment schedules
• Scheduler with availability settings and booking confirmation

Limitations: Steeper setup time than Moxie (expect 5-10 hours to build your first workflow). Interface is dated. No project management or time tracking. Premier required for advanced scheduling features.

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

6. Bonsai: Best for Freelance Finances and US Tax Prep

Bonsai combines client management with strong financial tools, including US tax preparation with quarterly estimates and expense categorization. Its contract templates are attorney-reviewed, and the accounting features are more robust than Moxie's built-in invoicing.

The US tax feature is Bonsai's strongest differentiator. Freelancers who currently use Moxie for invoicing plus a separate tool for taxes (TurboTax Self-Employed at $129/year or a CPA at $500-1,500/year ) can consolidate with Bonsai. The trade-off: task management is basic (similar to Moxie), tax features are US-only, and the CRM lacks the pipeline depth of Agiled.

Key features:

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

Limitations: Task management is basic, similar to Moxie. Tax features are US-only. No Gantt charts, Kanban boards, or advanced PM. No client portal on Starter plan.

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

7. Indy: Best for Budget-Conscious Freelancers

Indy is the most affordable all-in-one Moxie alternative with proposals, contracts, invoices, projects, and a client portal. The free plan includes 3 clients and 3 proposals/contracts/invoices per month, which is more feature access than Moxie's paid Starter plan for client portal and automations.

Indy Pro at $12/month (monthly) or $9/month (annual) matches Moxie Starter's price while including a branded client portal and Kanban board project management. For freelancers who want the core Moxie feature set at the same or lower cost with a client portal included, Indy delivers.

Key features:

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

Limitations: Free plan limits to 3 clients and 3 proposals/contracts/invoices per month. Feature depth is shallower than Agiled or Moxie Pro. Smaller user community and fewer integrations.

Pricing: Free (limited). Pro at $12/month (monthly) or $9/month (annual).

8. 17Hats: Best for Event-Based Solopreneurs

17Hats is an all-in-one business management platform for solopreneurs, particularly popular with wedding photographers and event planners. Lead generation, booking, invoicing, workflows, and to-do lists are all integrated into one dashboard.

17Hats has been a mainstay in the wedding and events industry for years, with templates and workflows designed around event-based booking cycles. The trade-off: at approximately $60/month , it costs 5x more than Moxie Starter and 2.4x more than Moxie Pro for a similar feature set. The interface is dated, and project management is limited to to-do lists.

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. Fewer integrations than Moxie or Agiled. No time tracking.

Pricing: Around $60/month .

9. FreshBooks: Best for Accounting-First Freelancers

FreshBooks is invoicing and accounting software with project management and time tracking as secondary features. For freelancers whose primary need is clean invoicing, expense tracking, and double-entry accounting, FreshBooks is stronger than Moxie's financial tools.

The gap: FreshBooks is not a full CRM. Proposals and contracts are basic compared to Moxie or Dubsado. There is no client portal in the traditional sense. But FreshBooks integrates with Stripe, Gusto, and QuickBooks, and its accounting depth (profit and loss statements, balance sheets, tax reports) exceeds what Moxie offers. Freelancers billing $100K+ annually who need proper bookkeeping benefit from FreshBooks' accounting foundation.

Key features:

• Professional invoicing with automatic reminders and online payments
• Expense tracking and categorization with receipt scanning
• Time tracking tied to projects with billable rates
• Project collaboration and client access
• Double-entry accounting with profit/loss and balance sheets

Limitations: Not a full CRM. Proposals and contracts are basic. No client portal. Per-client pricing on Lite plan limits scalability. No HR or team features.

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, built specifically for freelancers and small agencies who bill by the hour. Time entries flow directly into invoices, and Gantt and resource views support capacity planning.

Paymo's PM capabilities (Kanban, Gantt, resource scheduling) are significantly deeper than Moxie's task-list approach. The free plan includes basic features, and the Starter plan at $5.9/user/month undercuts Moxie while offering more project management depth. The trade-off: CRM is minimal, and Paymo is best when your primary need is PM plus time billing rather than full client lifecycle management.

Key features:

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

Limitations: CRM is minimal. Fewer integrations than Moxie or Agiled. No proposals, contracts, or client portal. Better for PM plus billing than full client lifecycle management.

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

11. Copilot: Best for Polished Client Portals

Copilot (formerly Assembly) focuses on branded client portals, invoicing, and contract management. If your primary reason for switching from Moxie is a better client-facing experience, Copilot delivers the most polished portal of any alternative on this list.

Clients interact with your brand through a custom portal for deliverables, messaging, and payments. The Billing app integrates with payout accounts so payments flow through Copilot before distribution. Copilot integrates with QuickBooks for accounting. The trade-off: project management is limited, and the platform focuses on client communication and billing rather than full business management.

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 for accounting sync

Limitations: Project management is limited to basic tasks. No CRM sales pipeline. No time tracking. No proposals. Focused on client communication and billing, not full business management. Pricing is not published publicly.

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

How These 11 Platforms Compare on Core Features

We evaluated each platform across 7 capabilities that Moxie users ask about most on r/freelance, r/Entrepreneur, and review sites: CRM, proposals and contracts, invoicing, project management, time tracking, client portal access, and workflow automation.

Platform	CRM	Proposals	Invoicing	Projects	Time Tracking	Client Portal	Automation	Price From
Agiled	Yes	Yes	Yes	Full	Yes	All plans	Yes	Free
AgencyPro	Yes	Yes	Yes	Full	Yes	All plans	Yes	$99/mo
Moxie	Yes	Yes	Yes	Basic	Yes	Pro+ ($25)	Pro+	$12/mo
Plutio	Yes	Yes	Yes	Mid	Yes	All plans	Basic	$19/mo
HoneyBook	Yes	Yes	Yes	No	No	Yes	Yes	$29/mo
Dubsado	Yes	Yes	Yes	No	No	Yes	Advanced	Free*
Bonsai	Yes	Yes	Yes	Basic	Yes	Pro+	Basic	$21/mo
Indy	Yes	Yes	Yes	Mid	Yes	Pro	Basic	Free
17Hats	Yes	Yes	Yes	Basic	No	Yes	Mid	$60/mo
FreshBooks	Basic	Basic	Full	Mid	Yes	Limited	Basic	$17/mo
Paymo	No	No	Yes	Full	Full	No	Basic	Free
Copilot	Basic	No	Yes	Basic	No	Full	Basic	Contact

*Dubsado free plan limited to 3 clients.

Our 7-Category Feature Scoring Analysis

To produce the comparison above, we cross-referenced feature pages, pricing pages, and recent user reviews on Capterra, G2, and Reddit for all 11 platforms (as of April 2026). Where a feature existed but was limited compared to dedicated tools (for example, Moxie's task-list-only project management vs. Agiled's full Kanban, Gantt, and dependency tracking), we scored it as "Basic" or "Mid" rather than "Full."

What the data shows:

• Only 2 platforms (Agiled and AgencyPro) score "Yes" or "Full" across all 7 categories on their base plans. Every other platform has at least 1-2 gaps requiring additional tools or tier upgrades.
• Moxie scores 4/7 on Starter ($12/month): CRM, proposals, invoicing, and time tracking. Client portal, automation, and full project management require Pro ($25/month), which brings it to 5/7 but still lacks full PM depth.
• The cost to reach 7/7 coverage with Moxie is impossible at any price point because full project management (Gantt, Kanban, dependencies) is not available on any Moxie plan. Freelancers pair Moxie with a PM tool like Asana Free or Trello, adding a second platform to their workflow.
• For solo freelancers comparing Moxie Starter ($12/month) vs. Agiled Free: Agiled delivers 7/7 feature coverage at $0/month vs. Moxie's 4/7 at $144/year. Even comparing Moxie Pro ($300/year) to Agiled Free, Agiled offers more features for less money.
• HoneyBook and Dubsado are the strongest alternatives for client management and workflow automation, but neither includes project management or time tracking. Teams choosing either still need a PM tool.

What Solo Freelancers and Small Teams Actually Pay

Flat monthly pricing obscures the real annual cost. Here is what a solo freelancer and a 5-person team pay annually for each platform:

Platform	Solo Monthly	Solo Annual	5-Person Monthly	5-Person Annual	Feature Coverage
Agiled Free	$0	$0	$0	$0	7/7
Agiled Pro	$7.99	$96	$40	$480	7/7
Moxie Starter	$12	$144	N/A (solo)	N/A	4/7
Moxie Pro	$25	$300	N/A (solo)	N/A	5/7
Moxie Teams	$40	$480	$40	$480	5/7
Plutio	$19	$228	~$19	~$228	5/7
HoneyBook Starter	$29	$348	N/A	N/A	4/7
Dubsado Starter	$35	$420	$35	$420	4/7
Bonsai Starter	$21	$252	~$66+	~$792+	5/7
Indy Pro	$12	$144	$12	$144	5/7
17Hats	$60	$720	N/A (solo)	N/A	4/7
FreshBooks Plus	$30	$360	$30+	$360+	4/7
Paymo Starter	$5.9/user	$71	$30	$354	3/7

The break-even comparison matters most between Moxie and Agiled for the target audience. A solo freelancer on Moxie Pro pays $300/year for 5/7 feature coverage with basic project management. Agiled's free plan delivers 7/7 coverage including full PM (Kanban, Gantt, dependencies), client portal, and automation at $0/year. That $300/year savings covers the annual cost of a domain name, email hosting, and a basic scheduling tool combined.

For a 5-person team, Moxie Teams at $480/year provides 5/7 feature coverage for up to 5 members. Agiled Pro at $480/year (5 users at $7.99/user/month billed annually) delivers 7/7 coverage with HR, payroll, AI agents, and no member cap. The same annual spend buys significantly more functionality and scalability.

When Moxie Is Still the Right Choice

Not every freelancer needs to switch. Moxie remains a solid option in specific situations:

• You are a solo freelancer who only needs CRM, invoicing, and scheduling. If you do not manage multi-phase projects, do not need Gantt charts or Kanban boards, and are happy with task lists, Moxie Starter at $12/month covers the basics well. The scheduling, invoicing, and CRM features work reliably for simple client relationships.
• You already use the Communicator phone line in the US, Canada, or UK. The built-in business phone number is a genuine differentiator. No other platform on this list includes a VoIP business line integrated with CRM. If you rely on Communicator for client calls, switching away means finding a separate phone solution ($10-25/month from Grasshopper, Google Voice, or OpenPhone).
• You are on Pro and satisfied with the feature set. Freelancers who invested time setting up Moxie Pro workflows, templates, and automations face real migration costs. If the platform is working and your business is not growing beyond solo work, the switching cost may exceed the savings.
• You prefer a simpler interface. Moxie's UI is streamlined and focused. Platforms like Agiled and AgencyPro have more features but also more interface complexity. If you value simplicity over depth, Moxie's focused approach is a legitimate advantage.

If none of these apply, one of the 11 alternatives above will deliver more features, better project management, or lower cost for your specific needs.

Frequently Asked Questions

How much does Moxie cost in 2026?

Moxie offers three plans. Starter costs $12/month (monthly) or $10/month (annual billing). Pro costs $25/month or $20/month (annual). Teams costs $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. Annual billing saves approximately 17-20% compared to monthly.

Which Moxie alternative has the best project management?

Agiled and Paymo offer the strongest project management among Moxie alternatives. Agiled includes Kanban boards, Gantt charts, task dependencies, milestones, and project templates alongside CRM, invoicing, and client portal on all plans including the free tier. Paymo specializes in PM with Gantt, resource scheduling, and time-to-invoice workflows, but lacks CRM and proposals. AgencyPro offers full PM with list, Kanban, and queue views plus a branded client portal, but starts at $99/month.

Can I migrate my data from Moxie to another tool?

Most alternatives support CSV import for contacts, projects, and invoices. Export your Moxie client list, project data, and invoice history as CSV files first. Agiled provides import tools for contacts, deals, and projects. HoneyBook and Dubsado also offer migration guides for Moxie users. For proposals and contract templates, you will need to recreate these manually in the new platform. Start with your most active clients and projects, verify the import, then move historical data.

Is Moxie worth it for a 5-person team?

Moxie Teams at $40/month ($32/month annual) supports up to 5 members, but the plan caps there with no path to scale further . At $480/year for a 5-person team, Moxie delivers CRM, proposals, invoicing, time tracking, client portal, and automations but still lacks full project management. Agiled Pro at the same $480/year (5 users billed annually) adds Kanban boards, Gantt charts, task dependencies, HR, payroll, and AI agents. For teams planning to grow past 5 members, Moxie becomes a dead end that requires platform migration.

Which is better for creative freelancers, Moxie or HoneyBook?

HoneyBook offers more polished client-facing templates and a smart file builder that combines proposals, contracts, and invoices in one document. For photographers, event planners, and designers where visual presentation matters in the sales process, HoneyBook has the edge. Moxie is cheaper ($12/month vs. $29/month) and includes time tracking and a business phone line that HoneyBook lacks. If you bill by the hour or need a phone number integrated with your CRM, Moxie is the better value. If you prioritize beautiful client-facing documents and do not need time tracking, HoneyBook wins on presentation.

Does Moxie work for freelancers outside the US?

Moxie's core features (CRM, proposals, invoicing, time tracking, scheduling) work internationally. The limitation is Communicator, Moxie's built-in business phone line, which is only available in the US, Canada, and UK . International freelancers lose this feature entirely. Invoicing supports multiple currencies but payment processing options may be more limited outside the US. For international freelancers, Agiled offers full feature access globally with no region-locked features.

Related Comparisons:

• Agiled vs Moxie
• Bonsai vs Moxie
• HoneyBook vs Moxie
• Dubsado vs Moxie
• Best HoneyBook Alternatives
• Best Dubsado Alternatives
• Best Bonsai Alternatives
• Best Plutio Alternatives
• Best Indy Alternatives

For more resources, browse the Agiled resource hub.