Freelance Sales Pipeline Management Made Easy

As potential clients move through your freelance sales funnel, you want them to think, “I’m already impressed. This was a good choice.” It's about first impressions, and one of the best ways to make a great first impression is to have quality freelance customer relationship management that puts your best foot forward.

Our Sales Pipeline and Automation tools make building that process simple. You choose what happens and when with new clients and projects. You can also utilize our sales automation for freelancers by using the visual drag-and-drop builder to connect the steps, rules, and actions.

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Why track your freelance business sales process with Moxie?

Imagine a prospective client fills out a form on your website to begin the sales pipeline for your freelancer work. He gets a reply within 5 minutes that invites him to book a Zoom call using your scheduling link. Impressed with a prompt response, he schedules the call, and you are automatically notified that you have a new client onboarding on the way!

That’s only the beginning, though.

Instant confirmations via text, automatic email confirmation, and more are all part of the freelance workflow automation offered by Moxie. Moxie’s freelance business automation makes it easy to manage multiple clients and move new opportunities through a tight process. That process enhances your overall client experience and reinforces your value.

Prioritize your time and effort with automation tools

It’s okay to have a favorite lead — in fact, we encourage it, especially when your confidence and the estimated value are high. Visualize your best opportunities and play favorites accordingly or even add new ones with a simple, easy-to-use freelance business software and our suite of freelance business project management tools.

Freelance Sales Pipeline & Automation FAQs

What is Moxie’s Sales Pipeline?

It’s a visual tool that helps you manage the stages of your freelance sales process. Customize your own pipeline stages, move leads through easily, and keep tabs on who’s ready to close and who still needs a nudge.

How does automation work in Moxie?

Moxie uses a drag-and-drop builder to connect actions and automate tasks with triggers. For example, you can automatically send a meeting link when someone fills out your form, or move a lead to the “Follow-up” stage after 7 days without a response.

Can I personalize the email marketing that go out automatically?

Absolutely. You can use templates and dynamic fields to personalize messages with client names, project types, and more, so every email feels intentional, not robotic.

Does this integrate with my other Moxie tools?

Yes! Your sales pipeline integrates directly with your scheduler, forms, proposals, and client records. That means fewer tools, fewer tabs, and more momentum.

Can I use Moxie if I already have a CRM?

Sure, but once you experience how everything in Moxie connects (from prospecting to invoicing), you might not look back. Many freelancers find Moxie replaces multiple disconnected tools.

What happens if lead generation goes cold?

You can build automated nudges or reminders to follow up after a set time period, or archive them to revisit later. Moxie helps you stay proactive without overwhelming your inbox.

Sales Pipeline

Automation with a personal touch

Get started with Moxie

Starter

A foundation for managing projects and clients, creating invoices and organizing future opportunities.

$12/month

Or $10/month when you pay annually

Pro

White-labeled client portal and ticketing system to wow your clients, plus a business phone line and automations.

$25/month

Or $20/month when you pay annually

Teams

Collaborative projects and tasks and custom access levels for your accountant, assistant, and business partner.

$40/month

Or $32/month when you pay annually

More details and FAQs

Freelance Sales Pipeline Management Made Easy

Why track your freelance business sales process with Moxie?

The votes are in... Freelancers love Moxie.

Complete sales process customization

Prioritize your time and effort with automation tools

Freelance Sales Pipeline & Automation FAQs

Automation with a personal touch