Retainr vs Moxie

Retainr vs Moxie: which platform should a freelancer run on?

Moxie is an all-in-one freelance operations platform with proposals, contracts, invoicing, time, accounting, scheduling, communication, and client management. Retainr concentrates on a tighter revenue method: package specialist expertise, move the right buyer into the right onboarding flow, deliver through your brand, and make recurring value easy to continue.

DecisionIn one minute

Choose Retainr when the offer and recurring client journey are the center of the business. Choose Moxie when replacing a wider set of freelance administration tools is the stronger need.

The right choice depends on the operating constraint you need to remove, not the length of a feature list. Use the two fit profiles below before comparing individual capabilities.

Choose Retainr for

A packaged expert service that should lead to recurring value.

Independent experts and niche service businesses that want productized signup, branded delivery, and a deliberate path from one-off work to ongoing client revenue.

  • You want to turn repeated expert work into a visible package and recurring plan.
  • Unlimited team access and white labeling should not depend on a subscription tier.
  • The client should experience one guided relationship from purchase through renewal.
Build this workflow
Choose Moxie for

Freelancer business management.

Freelancers who want proposals, contracts, accounting, time tracking, scheduling, a universal inbox, and client operations in one conventional business suite.

  • You need proposals, contracts, basic accounting, time tracking, and scheduling in the same product.
  • A unified inbox or business phone line is important to your daily workflow.
  • You want a broad freelancer back office more than an opinionated recurring-revenue method.
Review the official product
Side-by-side operating model

Where Retainr and Moxie differ

These are workflow distinctions based on current first-party product material, not paid placement or crowdsourced ratings.

Decision area Retainr Moxie
Published software cost $0. Retainr is free forever with no seat, client, portal, white-label, or feature-tier charges. Moxie publishes Starter at $10/month, Pro at $20/month, and Teams at $32/month when billed annually. Monthly billing is also available at higher effective rates.
Commercial starting point Begins with a named outcome, package, direct buying link, and service-specific onboarding path. Begins with client and project management supported by proposals, contracts, invoices, forms, and a sales pipeline.
Client portal Uses the portal to reinforce the specialist method, current delivery state, support, and next recurring service. Lists a fully white-label client portal, support ticketing, and request management in Pro and Teams.
Freelance administration Keeps the workflow focused on paid client relationships, delivery, and continuity. Adds proposals, contracts, time, basic accounting, meeting scheduling, calendar, inbox, and a communicator phone line.
Collaboration Includes unlimited team members and clients without moving to a different plan. Pro includes unlimited project collaborators; Teams is positioned for up to five team members.
Before you migrate

Run the same five-part test in both products.

A polished demo is not evidence that a system fits your daily client work. Use one representative service and complete the real journey.

  1. 01
    Publish the offer

    Can the right buyer understand the outcome, boundary, price, and next step without a call?

  2. 02
    Complete payment and intake

    Check how much context survives from the selected offer into onboarding and internal work.

  3. 03
    Deliver one milestone

    Invite a client, share a file, request approval, update progress, and resolve a question.

  4. 04
    Handle the exception

    Test a late payment, scope question, revision, changed deadline, or support request.

  5. 05
    Renew or export

    Create the next recurring offer, then confirm that client and business data can be exported cleanly.

Research notes

Evidence, scope, and freshness

This page was reviewed on 8 August 2026 using the official sources below. Product names belong to their respective owners. Features, prices, limits, and availability can change, so verify any purchase-critical detail on the vendor's current site.

Direct answers

Retainr vs Moxie FAQ

Is Retainr a free Moxie alternative?

Retainr is free forever and overlaps with Moxie around clients, projects, portals, payments, support, and recurring services. Moxie remains broader in proposals, contracts, accounting, time, calendars, and its communicator workflow.

Does Moxie include a white-label portal?

Moxie's current pricing page lists a white-label client portal in Pro and Teams. Retainr includes its branded portal and custom-domain experience free forever.

Which is simpler for productized services?

Retainr is the more focused choice when prospects should understand and buy a named service without a long proposal workflow. Moxie is stronger when each engagement still needs broad freelance administration around it.

Choose Retainr when the client relationship is the product

Package one paid outcome, preserve the buyer's context through onboarding, and build the recurring next step into the way you deliver.

  • 0% Retainr transaction fee
  • 100% white-label client portal
  • Every feature, free forever