Why I'm Switching from Plutio to Moxie (and Why It Matters To Your Small Business' Future)

This isn't a hit piece. Plutio has served me well. In fact, I’ve recommended it to clients, used it to send professional proposals, contracts, invoices, and track projects - all from one dashboard. And for the price? It’s hard to beat. For $19/month, plus a $7 white-labeling upgrade, I got robust features that put many pricier tools to shame. But despite its strengths, I’m moving on. I’m switching to Moxie. And the reasons for that decision are wrapped up in something deeper than features or pricing. This blog isn’t just about software. It’s about what happens when one piece of your Revenue Operations (RevOps) breaks down - and what small business owners can learn about aligning their systems to their G.A.P. (Growth Alignment Path). (If you’re not familiar with that term, read the article on it here.)

Plutio’s Strengths Deserve Credit

Let’s give Plutio its flowers. The platform excels at:

Proposals and contracts
eSignatures
Creating and sending invoices (with Stripe and Square integration)
Project management (boards, sub-tasks, time tracking, dependencies)
Affordable, scalable pricing

It’s a great solution for freelancers and agencies that want to manage everything in one place. I still believe it has value. But as my business - and the businesses of my clients - began to scale, cracks started to show. Not in the platform’s design. In its customer success and support infrastructure.

When Revenue Operations Meets Resistance

Customer success is a key function of RevOps. It sits right next to Sales and Marketing, because it represents the experience your clients have after they’ve said yes. When automations and integrations began breaking for my clients - automations that worked perfectly before - Plutio’s support team couldn’t resolve the issues. It wasn’t just technical breakdowns. It was the silence. I spent months trying to get answers. I’d receive responses, yes—but they were often irrelevant to the problem or from support reps who didn’t understand the issue. At no point did anyone at Plutio acknowledge there was an internal systems issue or give us an ETA for fixes. Worse, I heard from someone close to the company who confirmed that API bugs existed and were known. Yet as a paying user? I never received a heads-up. No proactive messaging. No updates. No ownership.

And this is the real reason I left. The product wasn’t broken. The relationship was.

RevOps Lesson: Customers Don't Leave When Things Break. They Leave When You Don't Respond.

This is the warning shot for every small business owner:

Growth will strain your business. That’s normal. But if your systems for communication and client care aren’t in place, growth won’t just stretch you - it’ll snap you.

When we talk about Revenue Operations, we’re not just talking about CRMs or marketing pipelines. We’re talking about building systems that hold up under pressure. Systems that are proactive, not reactive. Systems that give clients confidence - even when something goes wrong.

And trust me, something will go wrong eventually.

Why I’m Moving to Moxie

Here’s what I gain with Moxie:

Fully customizable email templates (a big win for branding)
Contracts and proposals with clean UX
Bank integration via Plaid and QuickBooks
A modern sales pipeline
Invoicing with deposits, payment plans, and late fees
Fast, human support - even during my trial

But here’s the real win: they’re present.

From day one, I received onboarding emails from their CEO. Yes, they were automated. But they were well-timed, personal, and relevant. That’s the right way to use automation. When I had technical questions, I didn’t get stuck in a bot loop or brushed off with irrelevant knowledge base articles. I got help. Quickly. Thoughtfully. Moxie isn’t just a platform. It’s a partner; it has to be I run my entire business from it.

Your Clients Will Leave for the Same Reason I Did

If your clients are ghosting you... If leads aren’t converting... If referrals are drying up...it might not be your product. It might be the way you’re handling client onboarding, project delivery, or support requests. It might be that your systems aren't built to support the very growth you’re trying to create. This is your Growth Alignment Path (G.A.P.) calling. Don’t ignore it.