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Are you considering Moxie as your CRM—but not sure if it’s the right fit for a coaching business? In this video, I share my 2025 review of Moxie CRM from a coach’s perspective: what it gets right, where it falls short, and how you can make it work if you’re willing to get creative. We’ll talk lead tracking, client portals, session management, and how Moxie stacks up against coaching-specific tools like Simply Coach and CoachAccountable. 📌 Need help choosing the right platform for your business stage? Book a [Rise Business Audit] 🔧 Want help implementing Moxie for coaching? Check out our [Software Builds] — 📺 Chapters: 00:00 - Intro 01:42 - What Moxie Was Designed For 02:50 - Lead Tracking: Moxie’s Underrated Superpower 07:21 - Where Moxie Works for Coaches 11:26 - Moxie’s Limits for Coaching-Specific Tools 12:30 - Workarounds That Actually Work 15:03 - Is Moxie Right for You? 17:01 - Final Thoughts + CTA