Moxie

Look, I've been doing this for over 20 years, juggling between Google Sheets, excel sheets, outlook emails, calendar events, HubSpot, task managers you name it, I've used it. Moxie just hits on another level. Everything we need to bill and get paid, manage projects, and scope creep is in Moxie. The support is out of this world, I have asked so many questions and not one has been neglected. If Moxie ever comes back, definitely buy it. You won't regret it.

It is a learning curve but Moxie has an amazing video tutorial library that will allow you to jump right in, and best of all, it's all white label baby!

What I would love to see in Moxie:
1. Reporting dashboards. A way to create a report of the analytics, tasks and recommendations (that are converted as tasks when approved) which can be shared to clients.
2. More payment options, both PayPal and Stripe are not in my country so my clients are unable to pay me via these two payment integrations.
3. Better filtering system, a tad glitch at the moment.
4. Document and Resource panel for each client/project. At this moment, you can add notes but it would be nice to link resources and docs, not host them, but link them to the panel in the client or project.
5. A better, faster way to complete a task, it's really a pain in the but to make a task as complete.

Otherwise, well flippen done! holy smokes, I can't see living without Moxie.