TL;DR
- Moxie is friendly and freelancer-first; COLO gives you the same welcome plus deeper client-facing project management.
- Free-forever Solo plan on COLO; Moxie's usable plan is paid.
- Portal on your own domain, with your business name in the URL.
- A growth path to a small studio without changing platforms.
Why freelancers switch from Moxie to COLO
Moxie (formerly Hectic) has built real affection with solo creatives — designers, writers, coaches, and consultants — with an opinionated freelancer-first surface and a warm community. The templates read well without much editing and the tool does not pretend to be enterprise software. If your business is genuinely single-operator with a steady book of clients, Moxie is comfortable.
The switching driver is depth on the two things freelancers grow into: project management the client can actually see, and a portal that carries your brand rather than the vendor's. Moxie's project surface is a private to-do for you; COLO's is a client-visible plan with milestones, approvals, and files. Moxie's portal is hosted; COLO's client portal sits on your own custom domain. Same welcoming feel, ceilings raised.
Feature comparison — Moxie vs COLO
| Feature | Moxie | COLO |
|---|---|---|
| Free plan for solo operator | Trial only | Free-forever Solo plan |
| Proposals | Yes | Yes — proposals |
| Contracts & e-signature | Yes | Yes — contracts |
| Invoicing & payments | Yes | Yes — invoicing & payments |
| Project management | Basic — to-do | Client-visible tasks, milestones — project management |
| Client portal | Hosted, vendor-branded | On your own custom domain — client portal |
| Sub-contractor collaboration | Limited | Included in workspace-flat pricing |
| Time tracking | Native | Native, invoice-tied |
| In-workspace chat | Basic | Native chat |
| Pricing model | Tiered | Free Solo + flat workspace on paid tiers |
Pricing comparison
Moxie — tiered plans, single operator focus.
- Entry: single user, core features.
- Higher tiers: add features and multi-user.
COLO — free Solo, then flat workspace.
- Solo: free-forever, no card, no trial timer.
- Pro: flat workspace with multiple users.
- Grow: flat workspace with expanded seats.
Verify with each vendor.
When to pick COLO over Moxie
- Free forever for a solo operator.
- Real client-visible project management with milestones and approvals.
- Portal on your own custom domain.
- Workspace-flat pricing as you add teammates.
- A growth path to a small studio without changing tools.
When to STAY with Moxie
- You love Moxie's opinionated freelancer surface. That is a real feature.
- The Moxie community is part of the value. It genuinely is.
- You are firmly single-operator with predictable volume.
Migration guide — moving from Moxie to COLO
- Export contacts, projects, time entries, invoices as CSV.
- Download signed contracts and proposals as PDFs.
- Open a COLO workspace and import CSVs; attach PDFs to matching client records.
- Recreate your top templates — two or three proposals, one contract, one intake form.
- Reconnect your payment processor and test one live invoice. See getting paid guide.
- Run both tools in parallel for two to four weeks while retainer cycles clear.
- Update payment and portal links to COLO.
FAQ
Is there a free plan for solo operators? Yes — COLO's free-forever Solo plan.
Does COLO replace Moxie end-to-end? For most solo operators, yes. The one caveat is Moxie's community, which is not a feature COLO can replicate directly.
How long does migration take? Data import in an afternoon; parallel running for two to four weeks.
Will signed Moxie contracts remain valid? Yes — e-signed contracts remain legally valid regardless of platform.
Can I add a sub-contractor without extra cost? On COLO's paid workspace-flat plans, yes.
Can I white-label the portal? Yes — the client portal lives on your own custom domain.
Does COLO have time tracking? Yes — native, per-project, invoice-tied.
Can I keep QuickBooks alongside COLO? Yes — pair COLO with QuickBooks for accounting.
Does COLO have in-workspace chat? Yes — native chat per client.
What if I want to move back? Full CSV export is available at any time.
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Related guides: client onboarding · freelance contracts · freelance pricing · getting paid · solo to agency · freelance business management
Ready to switch?
Open a free COLO workspace and import your Moxie data.