An AI Receptionist That Keeps Moxie In Sync
Marlie AI answers calls while you're heads-down on client work, qualifies the prospect, and pushes Leads and Projects into Moxie so your freelance business runs without you on the phone.
Built for solo operators running on Moxie
Moxie is the all-in-one operating system for freelancers — CRM, proposals, contracts, invoices, and time tracking in one place. The catch is that everything starts with a Lead in Moxie. Calls you miss while delivering for current clients are leads that never enter the funnel.
Marlie AI gives solo operators a real phone front-door. Inbound prospect calls are answered, qualified for fit and budget, and pushed into Moxie as Leads or Projects with full notes — so your pipeline keeps growing while you stay focused on billable work.
What You Get with Marlie + Moxie
Everything you need to connect your phone calls with Moxie — fully automated, zero manual work.
Auto-Create Leads & Projects
Every prospect call becomes a Moxie Lead with budget, timeline, and scope captured — ready for proposal generation.
Project Type Routing
Marlie tags Moxie Leads by service line so the right proposal template and project workflow are pre-selected.
Call Notes & Transcripts
Conversation summaries and transcripts are attached to the Moxie Lead so your proposal call is fully prepared.
Existing Client Handling
Returning clients are matched to existing Moxie records and the call is logged on the active Project, not as a new Lead.
Callback Scheduling
Marlie can book discovery calls directly on your calendar so qualified prospects are queued for a real conversation.
After-Hours Coverage
Take calls at 9 PM without taking calls — Marlie answers, qualifies, and adds the Lead to Moxie for morning review.
How It Works
Get up and running with Moxie in minutes — no coding required.
Connect Moxie
Pair Marlie with Moxie via Zapier, webhooks, or a CSV import bridge — Moxie does not currently publish a public API.
Map Service Lines & Templates
Define how Marlie tags Leads by service type and which Moxie proposal templates each tag should trigger downstream.
Marlie Answers & Qualifies
Inbound prospects are answered, qualified for fit and budget, and identified against your existing Moxie clients.
Moxie Picks Up The Pipeline
New Leads land in Moxie with full notes and the right tags — proposals, contracts, and onboarding flow as usual.
Built for Real Scenarios
See how businesses use Marlie + Moxie to capture more leads and streamline operations.
Solo Designers & Developers
A freelance designer is heads-down on client work and misses prospect calls during the day.
Marlie qualifies each prospect, books a discovery call, and creates the Moxie Lead so the designer reviews fit at end-of-day.
Boutique Consultancies
A two-person consultancy can't justify a receptionist but loses 30% of inbound to voicemail.
Marlie answers every prospect, qualifies budget and scope, and pushes the Lead into Moxie with the right service tag for proposal generation.
Marketing Freelancers
A freelance marketer needs to filter unqualified leads before spending discovery call time.
Marlie qualifies budget and timeline, only books calls that meet your minimums, and creates Moxie Leads with full context attached.
Frequently Asked Questions
Common questions about the Marlie AI + Moxie integration.
Does Moxie have a public API for direct integration?
Can Marlie create Projects directly in Moxie?
Will Marlie create duplicate clients in Moxie?
Can Marlie qualify leads against my minimum budget?
Does this work for after-hours and weekend calls?
Are call recordings stored in Moxie?
Other Integrations
Marlie AI connects with more than just Moxie. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Moxie?
Start your free trial today. Set up in minutes, no credit card required.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
