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?
Related Integrations
Marlie AI connects with more than just Moxie. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Moxie?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
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.
