7 Best Moxie Alternatives (2026)

Moxie (formerly Hectic) carved a niche as the friendly, approachable all-in-one for freelancers. CRM, proposals, contracts, invoicing, time tracking, project management, and a client portal — all in a clean package.

For solo freelancers starting out, it checks a lot of boxes.

But as your business grows, some cracks appear. The client portal is basic. Project management lacks depth for complex work. Reporting is limited. And if you're moving from solo to a small team, Moxie wasn't really built for that.

If you've outgrown Moxie — or tried it and it didn't quite fit — here are 7 Moxie alternatives depending on where the gap is.

Quick Comparison

1. KeepPostd — Best If Moxie's Portal Isn't Enough

What it does: One link per client to check project status. Post updates, track milestones, give clients visibility — without managing a full CRM.

Why choose over Moxie:

• Client status page is the core product (not an afterthought)
• No client login required — just a link
• Chronological timeline of all updates
• Update in seconds, not minutes
• Free for 3 clients

Best for: Freelancers who handle invoicing and contracts elsewhere but need a better way to keep clients informed than Moxie's basic portal.

Trade-off: Status updates and milestones only. No CRM, invoicing, or proposals.

Pricing: Free (3 clients) / Paid plans coming soon

2. Bonsai — Best for Financial Management

What it does: Contracts, proposals, invoicing, time tracking, accounting, and tax preparation — a complete freelance business platform with financial depth.

Why choose over Moxie:

• Built-in accounting (profit/loss, expenses, tax categories)
• Tax preparation and estimated quarterly tax calculations
• Lawyer-designed contract templates
• Better international payment support
• More mature and established platform

Best for: Freelancers who need real financial management alongside client work — not just invoicing, but accounting and tax prep.

Trade-off: Per-user pricing. Client portal is basic (similar to Moxie). Better for solo work than teams.

Pricing: $21/mo (Starter) / $32/mo (Professional) / $66/mo (Business)

See full Bonsai review

3. HoneyBook — Best Client Experience

What it does: Client management built around booking, proposals, contracts, invoicing, and scheduling — with a polished, guided client experience.

Why choose over Moxie:

• Significantly more polished client-facing interface
• AI-powered proposals and smart follow-ups
• Better mobile experience
• Stronger brand for creative professionals
• More integrations

Best for: Photographers, designers, event planners, and creatives who want clients to have a premium experience from first contact to final invoice.

Trade-off: Less customizable than Moxie in some areas. No time tracking built in. Per-user pricing.

Pricing: $16/mo (Starter) / $32/mo (Essentials) / $66/mo (Premium)

See HoneyBook alternatives

4. Copilot — Best Dedicated Client Portal

What it does: A modern, branded client portal with messaging, billing, file sharing, intake forms, and a growing app marketplace.

Why choose over Moxie:

• The client portal is the entire product (not one feature among many)
• Far more polished portal experience
• Built-in messaging replaces email threads
• App marketplace extends functionality
• Stronger white-label branding

Best for: Freelancers and agencies whose primary pain is the client-facing experience — they want clients to have a professional portal, not just receive invoices.

Trade-off: Per-client pricing. No built-in proposals, contracts, or PM. You'll need separate tools for those.

Pricing: $29/mo (Starter) / $69/mo (Professional) / $119/mo (Advanced)

See Copilot alternatives

5. Dubsado — Best for Workflow Automation

What it does: Forms, proposals, contracts, invoicing, scheduling, and deep multi-step workflow automation with conditional logic.

Why choose over Moxie:

• Far more powerful automation engine
• Custom multi-step workflows with triggers and conditions
• Better form builder
• Larger community with courses and resources
• Proven at scale

Best for: Freelancers and agencies ready to invest time automating their client onboarding, follow-ups, and business processes.

Trade-off: Steep learning curve. Takes days or weeks to set up properly. Many users hire consultants.

Pricing: $20/mo (Starter) / $40/mo (Premier)

See Dubsado alternatives guide

6. Plutio — Best Customizable All-in-One

What it does: Projects, proposals, contracts, invoicing, time tracking, client portal, and wiki — all customizable with white-label options.

Why choose over Moxie:

• More customization options
• White-label client portal
• Built-in wiki/knowledge base
• Custom fields and workflows
• Better for small teams than Moxie

Best for: Freelancers who want Moxie's all-in-one approach but with more depth and customization options.

Trade-off: More complex to configure. Can feel cluttered if you don't use most features.

Pricing: $19/mo (Solo) / $39/mo (Studio) / $99/mo (Agency)

See Plutio alternatives

7. SuiteDash — Best Maximum Features

What it does: CRM, client portal, PM, invoicing, email marketing, LMS, helpdesk, file sharing — everything in one flat-rate platform.

Why choose over Moxie:

• Significantly more features (email marketing, learning management, helpdesk)
• Flat-rate pricing regardless of users or clients
• Full white-label capability
• Lifetime deal occasionally available

Best for: Businesses wanting the absolute most features per dollar and willing to invest setup time.

Trade-off: Dated interface. Very steep learning curve. Setup takes weeks.

Pricing: $19/mo (Start) / $49/mo (Thrive) / $99/mo (Pinnacle)

See SuiteDash alternatives

How to Choose Your Moxie Alternative

"Moxie's client portal isn't good enough" → KeepPostd for status updates (no login needed) or Copilot for a full branded portal.

"I need better financial tools" → Bonsai adds accounting and tax prep Moxie can't match.

"I want prettier client interactions" → HoneyBook is the most polished option for creatives.

"I need real automation" → Dubsado's workflow engine is leagues ahead of Moxie's.

"I want more customization" → Plutio offers similar breadth with more depth and white-label options.

"I want maximum features at one price" → SuiteDash has the most features per dollar of any platform.

"I just want something simpler" → KeepPostd + a simple invoicing tool. Less is more.

Do You Actually Need an All-in-One?

Moxie, like many all-in-ones, works best when you use most of its features. If you're only using 3 of 10 features, you're paying for and navigating around complexity you don't need.

The alternative approach:

• Invoicing: Stripe invoicing or Wave (free)
• Client updates: KeepPostd (free for 3 clients)
• Contracts: HelloSign ($15/mo) or PandaDoc
• Scheduling: Calendly (free tier)

Total: $0-15/month. Four tools, each excellent at its job. No feature bloat.

This isn't always the right answer — some freelancers genuinely benefit from one platform. But if you've tried Moxie and it felt like too much, maybe the problem isn't Moxie. Maybe it's the all-in-one model.

FAQ

Is Moxie still actively developed?

Yes, the team continues to ship updates. They rebranded from Hectic to Moxie in 2023 and have been steadily adding features. It's a viable platform — these alternatives are for specific gaps, not because Moxie is abandoned.

What happened to Moxie's free plan?

Moxie previously offered a generous free plan. Pricing has changed — check their current site for the latest. If the free plan drew you to Moxie, KeepPostd and Wave together give you free client updates and free invoicing.

Can I export my data from Moxie?

Most data can be exported (clients, invoices, time entries). Check Moxie's export options before migrating. For contracts and proposals, you may need to manually save PDFs.

Is Moxie good for agencies?

It's designed primarily for solo freelancers. Small agencies can make it work, but Plutio, Copilot, or ManyRequests are better suited for multi-person teams.