Best Client Portal CRM · pricing · Updated June 2026
Moxie pricing (2026)
Moxie starts at $12/mo (Starter), across 3 plans. Best for freelancers. Every figure links to Moxie's own page and the date we captured it.
At a glance
- Entry price: $12/mo (Starter) · 17% off with annual billing
- Free tier: No · 14-day trial
- Compliance: HIPAA — · SOC 2 — · GDPR Yes
- Best for: freelancers; solo consultants; small service teams; budget-conscious agencies
Moxie plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| Starter | $12 | −17% | flat | Client management, project management, invoicing and payments, proposals/quotes/contracts, time tracking, sales pipeline, basic accounting, form builder, meeting schedulers, calendar/inbox, AI assistant. Annual: $10/mo ($120/yr). 14-day free trial. | withmoxie.com |
| Pro | $25 | −20% | flat | Everything in Starter plus custom domain, white-labeled client portal, support ticketing, workflow automation, Communicator phone line (US/CA/UK), Zapier/Make/Webhooks/API, QuickBooks, unlimited project collaborators. Annual: $20/mo ($240/yr). 14-day free trial. | withmoxie.com |
| Teams | $40 | −20% | flat | Everything in Pro plus up to 5 team members, one additional Communicator phone line, enhanced support. Annual: $32/mo ($385/yr). 14-day free trial. | withmoxie.com |
Last verified 2026-06-18. Prices confirmed from withmoxie.com/pricing 2026-06-18 (Starter $12/$10, Pro $25/$20, Teams $40/$32). GDPR via DPA at withmoxie.com/terms-legal/data-processing. SOC 2/HIPAA not documented.
Capabilities
Integrations: Zapier, Make, QuickBooks, Webhooks, Public API.
Key features: Built-in Communicator phone line (US/CA/UK) on Pro+; White-labeled client portal on Pro+; All-in-one from pipeline to invoicing at low price point; Workflow automation on Pro+.
Plan limits: Teams plan: up to 5 team members; Communicator phone line included on Pro and Teams only.
Frequently asked questions
How much does Moxie cost?
Moxie starts at $12/mo (Starter); it has 3 published plans. Verified 2026-06-18.
Is Moxie cheaper billed annually?
Yes. Moxie publishes a 20% discount for paying annually (on the Pro plan). Verified 2026-06-18.
Does Moxie support HIPAA?
Moxie HIPAA support: —. SOC 2: —. GDPR: Yes.
Does Moxie have a free plan?
Moxie free tier: No; 14-day free trial.