Try Moxy — full business manager with a 30‑day trial when you sign up via my affiliate link

Moxy is more than a CRM — it’s a lightweight business manager that replaces multiple tools (CRM, proposals, invoicing, time tracking, client portal, and more).

Sign up with my affiliate link to get an extra 14 days on top of the standard 14‑day trial for a full 30‑day trial and one hour of setup help from me.

Key features:

• Client management: a clean client hub showing invoices, time logs, agreements, contacts, and revenue charts per client
• Client portal: branded portal (CNAME support) where clients view invoices, projects, book meetings, share files, and access deliverables
• Project management: customizable workflows, task/subtask structure, Kanban/calendar/Gantt views, project templates and client approvals
• Mobile app: full-featured app for time tracking, invoicing, messages, and quick edits — timers sync in real time with desktop
• Accounting & invoicing: P&L, expenses, billable/non‑billable time, recurring invoices, deposits, taxes, and integrations with payment and accounting tools
• Forms & proposals: drag‑and‑drop proposal builder with legal contracts, templates, and proposal → project automation
• Meetings & scheduler: built‑in meeting scheduler with buffers, reminders, minimum notice, and redirect/checkout after booking
• Sales pipeline: customizable deal stages, pipeline automations, email/text confirmations and automations tying proposals → invoices → projects
• Time tracking: one‑click timers, pause/resume, team time visibility, and time entries that feed reporting and invoices
• Communications: integrated email, SMS, virtual phone, and team messaging — searchable across emails, texts, and calls
• Collaborators & permissions: team workspaces, granular access controls, and transparent client-facing views
• Moxy Assistant (AI): built‑in assistant for drafting emails, creating projects, and executive summaries (daily/weekly/monthly)
• Extras: video testimonials, form-based intake, Plaid/expense automation, and community templates/examples

How the trial works

• Standard trial: 14 days
• Affiliate bonus: sign up through my affiliate link and get an extra 14 days — total 30 days to test everything.
• Added support: when you sign up via the affiliate link I’ll offer one hour of setup help to get your account organized (optional, included with the affiliate signup)

Why this matters

• Consolidates multiple paid tools into one streamlined system — proposals, contracts, invoicing, time tracking, client portal and scheduling all in the same app
• Saves time with automation: proposals → projects → invoices, plus automations for lead routing and calendar scheduling
• Improves transparency and client trust: client portals show hours worked and deliverables; time entries and invoices are synced.
• Built for freelancers and small teams: ideal for freelancers, creative pros, consultants, agencies, and small service businesses.

How to access

1. Click the affiliate link provided on this page
2. Create your Moxy account or log in
3. Your trial will be extended to 30 days (14 + affiliate 14) and you’ll be eligible for one hour of setup help from me

Note: I may earn a commission when you sign up through my affiliate link — at no extra cost to you. The extra 14‑day trial and the included setup hour are available only via the affiliate link.