Info Table
TierPaid Plan
Affiliate ProgramYes [view all]
White LabelYes [view all]
APIYes [view all]
SupportYes
 [email protected]
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Description

Moxo provides a platform for orchestrating service workflows with features like a drag-and-drop builder for automation, secure communication tools, and real-time collaboration. It offers analytics to monitor performance, ensures enterprise-grade security, and supports integrations through APIs and SDKs. Businesses can customize workflows, automate processes, and streamline operations across industries like finance, legal, and education.

Founded in2012
Location🇺🇸 United States
Founders Subrah Iyar

Plans

No free plan available for this product.
Business
Contact Sales
Workflows
Workflow builder + templates
Approvals
Acknowledgements
File requests
Basic integrations
Basic automations
Collaboration suite
Messaging
Video meetings
File sharing with annotations
eSignatures
Meeting scheduler
Content library
User interfaces
Internal Portal
Magic Links
Logo + Branding
Management
Personal productivity dashboard
Admin Portal
Unlimited workspace history
Business Pro
Contact Sales
Includes everything
in Business, plus
Workflows
Conditional logic
Shadow flows
Forms
Advanced integrations
Advanced automations
Management + Advanced
Management reporting dashboard
Audit (7 years)
SAML SSO
Support
Dedicated Customer Success Manager
Custom onboarding
Portal Add-On
Client dashboard
Portal branding + configuration
Live chat
Service requests
Branding Kit Add-On*
Private-labeled app (iOS, Android)
Custom URL
Custom email domain
Enterprise
Contact Sales
Includes everything
in Business Pro, plus
Workflows
Custom business actions
Management + Advanced
Enterprise REST API
SDKs (iOS, Android, JavaScript, React Native, Cordova)
Incoming and outgoing Webhooks
Enterprise deployment options
Support
Dedicated Technical Account Manager
Enterprise support
Refund Policy

Moxo does not explicitly state a refund policy on its website, so customers are advised to contact their support team directly for assistance with refunds or cancellations.

Ratings

g2(4.5/5)
capterra(4.0/5)

Ai Opinion

AI Rating(4/5)

Based on reviews from various sources, www.moxo.com earns a 4/5 stars rating.

What users like: Easy-to-use interface, intuitive design, simplifies customer management, organizes invoices, streamlines communication, 24/7 support, frequent system updates, collaborative team, HIPAA compliance, secure platform, customizable workflows, integrates with Outlook and Monday, responsive customer support, and efficient task management.

What users don't like: Limited number of users at the current price point, issues with navigating workflows, lack of customization for internal user permissions, occasional bugs, and some users find the notes feature less user-friendly.

Conclusion: Moxo is a robust platform for managing client interactions and workflows, offering many benefits but also some limitations that need to be addressed.

Expert Opinion

Expert Rating(4.7/5)

I recently tested Moxo, a comprehensive service orchestration platform designed to streamline client communication, automate workflows, and enhance collaboration. Here is my detailed review: Moxo excels in its ability to centralize and simplify business processes. The platform integrates messaging, file sharing, video conferencing, and task management into one unified system, making it ideal for industries like finance, real estate, and consulting. One of its standout features is the customizable client journey, which allows businesses to tailor the user experience with branded portals and interactive workflows. This ensures a seamless and professional interaction between teams and clients. The platform's workflow automation is particularly impressive. With its drag-and-drop builder, users can create custom workflows that include tasks, approvals, eSignatures, and file requests. This not only saves time but also reduces manual errors. Additionally, Moxo's security measures are robust, offering SOC 2 Type II compliance to protect sensitive data—an essential feature for businesses handling confidential information. Another highlight is Moxo's real-time support capabilities. Features like live chat and instant document sharing ensure quick resolution of client issues. The platform also provides regular updates with new features based on user feedback, demonstrating a commitment to continuous improvement. However, Moxo does have some limitations. The mobile app lacks full functionality compared to the desktop version, which may inconvenience users who rely on mobile devices. Additionally, some users have noted occasional bugs and a learning curve when setting up workflows or adapting to the system. In conclusion, Moxo is a powerful tool for businesses looking to enhance efficiency and improve client communication. Its intuitive design, robust features, and focus on security make it a valuable investment for organizations aiming to streamline operations. While there are minor areas for improvement, Moxo's strengths far outweigh its drawbacks.

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