How to Migrate from Moxie to Agiled (2026 Step-by-Step Guide)

Moxie (formerly Hectic) is genuinely good and cheap for solo freelancers, so this is not a "Moxie is bad" guide. Most people move to Agiled when they outgrow it: the Teams plan caps at 5 members, project management is lighter than a dedicated module, and there is no HR. There is no full account export from Moxie, so the realistic move is a 1-2 week parallel switch. Here is how to do it without dropping a client.

Moxie packs a lot into a low price: client and project management, invoicing, proposals and contracts, time tracking, a sales pipeline, basic accounting, scheduling, and even a business phone line. For a solo freelancer it is hard to beat on value. The reason to move to Agiled is almost always growth, not frustration: bigger teams, deeper project management, HR, and a more structured CRM.

Still deciding? See Agiled vs Moxie and the best Moxie alternatives.

Why people move from Moxie to Agiled

• The 5-member team ceiling. Moxie's Teams plan ($40/month, $32/month annual) includes up to 5 team members. Growing past a small team means you need a platform built to scale.
• Lighter project management. Moxie handles projects and tasks, but it is freelancer-oriented and lacks the depth (Gantt, dependencies, portfolio views) that agencies running many concurrent projects want.
• No HR. As you hire, you need staff records, roles, permissions, and leave management. Moxie does not cover HR; Agiled does.
• CRM depth. Moxie's sales pipeline is solid for solo work; structured sales teams often want a deeper CRM.

If you are still solo or a two-person shop and happy, Moxie's value is excellent and switching may not be worth it. This guide is for people scaling up.

What you can (and cannot) export from Moxie

Data in Moxie	Can you take it?	How
Clients / contacts	Yes	Export to CSV
Signed contracts	Yes, as records	Download signed PDFs
Invoices & payment history	Partial	Download invoice PDFs; full history stays in Moxie
Proposal & contract templates	No bulk export	Recreate in Documents
Forms	No bulk export	Rebuild in CRM/forms
Time entries	Partial	Export reports where available
Automations	No	Rebuild in the workflow builder

The takeaway: clients and signed records move with you; templates, forms, and automations get rebuilt.

How Moxie features map to Agiled

Moxie	Agiled equivalent	Notes
Clients / sales pipeline	CRM	Deeper pipeline and lead management
Projects & tasks	Projects	Kanban, Gantt, dependencies, milestones
Proposals & contracts	Documents	Reusable templates, e-sign
Invoicing & basic accounting	Finance	Recurring billing, estimates, expenses
Time tracking	Time tracking	Timer to invoice
Scheduling	Scheduling	Booking pages, calendar sync
Client portal	Client portal	Branded
Automation (Pro+)	Workflow automation	Visual triggers
(limited) Team / (none) HR	HR	Staff, roles, leave for larger teams

The migration plan: switch in 1-2 weeks

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Rebuild templates and structure (Day 2-4)

1. Recreate your top proposal, contract, and invoice in Documents and Finance.
2. Rebuild your intake form in CRM/forms.
3. Set up a project template in Projects.

Phase 3 - Point new work at Agiled (Day 4-7)

1. Swap your website/proposal links to Agiled.
2. Route new clients through Agiled; let active Moxie projects finish.
3. Run a full end-to-end test (lead, proposal, contract, invoice, payment).

Phase 4 - Migrate client data (Day 7-10)

1. Export Moxie contacts to CSV and import into Agiled CRM.
2. Download signed contracts and invoice records.
3. Invite active clients to the client portal.

Phase 5 - Wind down Moxie

1. Confirm no payments still route through Moxie.
2. Confirm all records are downloaded.
3. Cancel at the end of your billing cycle.

What it costs after you switch

Moxie is Starter $12/month ($10 annual), Pro $25/month ($20 annual), and Teams $40/month ($32 annual, up to 5 members). It is excellent value for solo work. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with HR, deeper project management, and a stronger CRM included, plus room to scale well past 5 people.

Use the calculator below to estimate real annual cost for your revenue and team size.

Mistakes to avoid

• Switching when you don't need to. If you are solo and happy, Moxie's value is hard to beat. Be clear on what you gain.
• Cancelling before downloading records. Pull contracts and invoices first.
• Migrating in-flight projects mid-stream.
• Recreating unused templates.
• Leaving website links pointed at Moxie.

When you should stay on Moxie

• You are a solo freelancer or a two-person team, you are happy with the project management depth, and you do not need HR or more than 5 seats. At $10-$20/month, Moxie is one of the best values in the category, and switching would cost you money for capabilities you may not use yet.

When you scale into an agency, Agiled is the natural next step. See the Agiled vs Moxie comparison.

Frequently Asked Questions

Is Moxie the same as Hectic?

Yes. Moxie is the rebrand of Hectic, the freelancer business-management platform. If you used Hectic, Moxie is the same product line under a new name, and this migration guide applies to both.

Can I automatically import my Moxie account into Agiled?

No. Moxie does not offer a complete account export, so there is no true one-click import. You can import contacts via CSV and recreate templates, forms, and automations manually. The two tools overlap heavily, so the rebuild is mostly like-for-like.

Should I switch from Moxie if I am a solo freelancer?

Probably not yet. Moxie is excellent value for solo work (Starter $12/month, Pro $25/month). The move to Agiled makes sense when you are scaling into a team beyond Moxie's 5-member Teams cap, need HR, or want deeper project management and CRM.

Does Agiled support bigger teams than Moxie?

Yes. Moxie's Teams plan caps at 5 members. Agiled is built to scale past that, with HR (staff records, roles, permissions, leave) and shared projects, so growing your headcount does not force another migration.

Will I lose my contracts and invoices if I leave Moxie?

Not if you download them first. Signed contracts remain valid as PDFs, and you can download invoice records. Pull everything you need before cancelling, since in-app access ends afterward.

Related:

• Agiled vs Moxie: full comparison
• Best Moxie alternatives
• HoneyBook vs Moxie
• Migrate from HoneyBook to Agiled
• Migrate from Plutio to Agiled

Ready to start? Create your free Agiled account and rebuild your first template today.