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Moxo Review

Moxo
Our score: 8.5 User satisfaction: 96%

What is Moxo?

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.

Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.

Moxo accelerates critical processes, including client onboarding, document collection, and exception handling. The results? Faster completion times, reduced compliance risks, and superior client experiences.

Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—trust Moxo to orchestrate their mission-critical business relationships.

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Overview of Moxo Benefits

Streamlined Workflow Automation

Simplifies and modernizes complex workflows, enabling businesses to manage client, vendor, and partner interactions seamlessly in a single digital workspace.

Comprehensive Workflow Orchestration

Supports end-to-end processes, including client onboarding, document collection, account servicing, exception handling and back-end hidden shadow flows.

Flow Branching

Create non-linear paths in a process based on user input, ensuring efficiency and customization in every scenario. Alternative Branches allow multiple paths within a single workflow, triggering different actions based on user responsive or conditions in the previous step. This is especially useful for businesses with complex processes, like client onboarding or new digital marketing services, to tailor workflows based on client choices.

Customizable Workflow Templates

Personalize high-touch service experiences while maintaining operational efficiency through customizable templates.

Enhanced Collaboration Tools

Offers native actions such as digital signatures, file requests, dynamic forms, and real-time collaboration to facilitate efficient communication and task management.

Bank-Grade Security

Ensures data protection with a multi-layered security framework compliant with global standards like GDPR and SOC III. Privacy and permission-based access are tailored for regulated industries.

Integration Capabilities

Seamlessly integrates with CRMs like Salesforce and HubSpot, external applications like DocuSign, and thousands of other tools via Zapier for automated workflows.

Data Synchronization

Automatically syncs data at configurable intervals to ensure alignment with existing systems of record.

Private Labeled

Provides private-labeled mobile apps and web portals powered by Moxo to maintain brand identity.

Ease of Use

Pre-built templates or custom workflows allow businesses to get started quickly across mobile and web platforms.

Operational Efficiency Gains

Consolidates workflows into a unified platform, reducing email clutter by over 95% while improving process efficiency.

Scalable Platform for All Business Sizes

Adapts to the operational needs of diverse organizations, from small businesses to global enterprises.

Customizable Branding

Empowers businesses to showcase their unique identity through tailored branding options for apps and portals, ensuring consistent client-facing experiences.

Award-Winning Design

Recognized globally for its user experience and interface design in the SaaS sector.

Real-Time Notifications & Alerts

Keeps stakeholders informed with automated notifications and reminders. Magic links allow users to jump directly into tasks without delays.

Advanced Reporting & Insights

Offers detailed reporting on ongoing workflows, providing businesses with actionable insights to measure KPIs and enhance efficiency.

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Overview of Moxo Features

  • Status Updates
  • Instant Messaging
  • Activity Feed
  • NNotifications
  • Discussions
  • User Directory
  • Online Status of Coworkers
  • File Sharing
  • Document Collaboration
  • Version Control
  • Knowledge Base
  • Surveys
  • Task Management
  • Calendar
  • Search
  • Mobile
  • Multi-Language Support
  • User, Role, and Access Management

Moxo Position In Our Categories

Knowing that businesses have their own business requirements, it is only rational they steer clear of paying for an all-in-one, ”best” system. At any rate, it would be hard to come across such an app even among well-known software solutions. The sensible thing to do would be to narrow down the varied main factors that call for a analysis like major features, pricing, skill levels of the employees, business size, etc. Then, you must follow through the product research systematically. Browse over these Moxo analyses and check out each of the software programs in your shortlist in detail. Such detailed research ensure you drop mismatched software products and choose the one that meets all the features your company requires.

Position of Moxo in our main categories:

TOP 200

Moxo is one of the top 200 Collaboration Software products

TOP 100

Moxo is one of the 100 Communications Software products

There are trendy and widely used solutions in each software group. But are they necessarily the best fit for your enterprise’s special needs? A market-leading software product may have thousands of users, but does it present what you need? For this reason, do not blindly invest in popular systems. Read at least a few Moxo Collaboration Software reviews and think about the aspects that you wish to have in the software such as the fees, main features, available integrations etc. Then, shortlist a few apps that fit your requirements. Check out the free trials of these platforms, read online opinions, get information from the vendor, and do your homework systematically. This profound homework is certain to help you choose the most excellent software solution for your firm’s special needs.

How Much Does Moxo Cost?

Moxo Pricing Plans:

Free Trial

Start

Free

Business

Free

Business Pro

$12/user/month

Enterprise

By quote

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What are Moxo pricing details?

Moxo Pricing Plans:

Free Trial

Start

Free

Business

Free

Business Pro

$12/user/month

Enterprise

By quote

Moxo offers four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Start – Free

  • Search And Browse Messages From The Past 90 Days
  • 10 MB File Upload Size
  • 2 Service Integrations
  • 3 Participants Per Meeting (Including Video Meetings, Screen sharing, Whiteboarding)
  • 30 Minutes Per Meeting
  • Free Native Apps For Ios, Android, Mac, And Windows
  • Forward Emails Into Moxo
  • Dial-In Directly To Meetings
  • Help Desk
  • Upload Files From Cloud Services

Business – Free

  • Minimum of 3 users
  • All Individual Features
  • 20 Mb File Upload Size
  • 5 Service Integrations
  • 5 Participants Per Meeting (Including Video Meetings, Screen sharing, Whiteboarding)
  • 45 Mins Per Meeting
  • Administrative Dashboard
  • User Management

Business Pro – $12/user/month

  • All Business Features
  • Search And Browse Messages For An Unlimited Time
  • Unlimited Service Integrations
  • 200mb File Upload Size
  • Unlimited Time Per Meeting
  • 50 Participants Per Meeting
  • CSV Import
  • Advanced User Management
  • Custom Branding
  • Analytics
  • Unified Team Directory
  • 24/7 Priority Support

Enterprise – By quote

  • All Business Pro Features
  • Dedicated Support Manager
  • LDAP And MS Active Directory
  • Unified Security, Data Retention, And Compliance Policies
  • Organization-Wide Reporting, Metrics, And Analytics
  • SAML + Single Sign On
  • Identity Management Integrations
  • Consolidated Billing

User Satisfaction

Positive Social Media Mentions 141
Negative Social Media Mentions 8

We are aware that when you choose to buy a Collaboration Software it’s important not only to see how experts score it in their reviews, but also to check if the real people and enterprises that purchased it are genuinely satisfied with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Moxo reviews across a vast range of social media sites. The data is then displayed in an easy to understand way showing how many customers had positive and negative experience with Moxo. With that information at hand you will be equipped to make an informed business decision that you won’t regret.

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Moxo?

  • Airtable
  • Box
  • DocuSign
  • Google Drive
  • Dropbox
  • Dynamics 365
  • Filevine
  • Global Relay
  • Gmail
  • Google Sheets
  • HubSpot
  • Jira
  • Jumio
  • Microsoft Outlook
  • MS Teams
  • OneDrive
  • Redtail
  • Salesforce
  • Slack
  • Smarsh
  • Stripe
  • Xero
  • Zapier
  • Zoho CRM
  • Zoom

Moxo User Reviews

Moxo average rating:

Average score
4.4/5 (5 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

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The most favorable review

Vanessa

PROS: This is so good if you're handling a team. It has some features that I've found to be quite useful. It's incredibly helpful that I can sync and archive important information using this solution. Another feature that I appreciate is the protected cloud and how I can confidently store documents there. And speaking of documents, I also like that the documents I make using this can be edited by the rest of the team. The chat function is also a big help.

CONS: One area where I think they can improve is providing supplementary materials when it comes to learning how to use the tool. I'd appreciate it if they gave new users materials like videos and articles to work with.

Reviewed 5 years ago

Read full review >

The least favorable review

Roel

PROS: The first thing that stood out for me is how user-friendly it is. I didn't have to deal with a steep learning curve and the features offered are actually things that we can use in our business. I particularly liked that I could make documents for note-taking and other group members could look at those notes as well. I also appreciated the to-do lists and the group chats. I also liked the option for screen sharing. The flexibility and adaptability of this solution is also something to be commended because I can use it on a mobile phone, a laptop, a tablet, or a desktop computer. I also think that small and medium enterprises will benefit from even just the free version.

CONS: There are certainly several things that could be improved. I wish that the notifications were prompt because they often are delayed. I've found out that they only seem to happen when I am on the app, and that can be a problem when something important happens and I just happen to not be on the app. I also wish that they kept messages and chats around longer because it looks like they are deleted after three months. Another aspect that could definitely be improved is task and project management. I'd like for there to be an option to create stages for a team project, for instance. Hopefully, any future versions will come up with this.

Reviewed 4 years ago

Read full review >

More reviews from 5 actual users:

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Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

I think its the best of its kind

Read full review >
Angeline
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.09.2021 Company Size: More than 100 Employees Industry: Gambling & Casinos

PROS: I give props to the user interface because ScreenShare's simplicity is great. Sharing content is also great with this solution.

CONS: While I like the interface, I think there are still things that can be done better. The ScreenShare and video could both be in the same window, for one. I don't think there's a need for them to be on two separate screens. I'd also like to see improvements when it comes to sorting in the program interface because we've had situations where our schedule has ended up in disarray.

What do you think about this review?

Great Poor

Works on whatever device you have

Read full review >
Roel
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 20.08.2021 Company Size: 11-50 Employees Industry: Consumer Services

PROS: The first thing that stood out for me is how user-friendly it is. I didn't have to deal with a steep learning curve and the features offered are actually things that we can use in our business. I particularly liked that I could make documents for note-taking and other group members could look at those notes as well. I also appreciated the to-do lists and the group chats. I also liked the option for screen sharing. The flexibility and adaptability of this solution is also something to be commended because I can use it on a mobile phone, a laptop, a tablet, or a desktop computer. I also think that small and medium enterprises will benefit from even just the free version.

CONS: There are certainly several things that could be improved. I wish that the notifications were prompt because they often are delayed. I've found out that they only seem to happen when I am on the app, and that can be a problem when something important happens and I just happen to not be on the app. I also wish that they kept messages and chats around longer because it looks like they are deleted after three months. Another aspect that could definitely be improved is task and project management. I'd like for there to be an option to create stages for a team project, for instance. Hopefully, any future versions will come up with this.

What do you think about this review?

Great Poor
Show More User Reviews (5)

Love how user-friendly it is

Read full review >
Thelma
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 16.06.2021 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: They always say that you should work smarter and I think I've been able to do that with this solution. With this, I've been able to really foster cooperation between teammates as well as different teams through features that allow for content, dialogue, and meetings. I also am impressed that it allows me to connect to our company's security and systems as well as gives me the option to use the company branding.

CONS: I think one area that can be improved upon is the streamlining of the processes. We've had instances where our timetables have ended up being more disorganized and that's not what we got this solution for.

What do you think about this review?

Great Poor

Makes cooperating easy so processes move along quickly

Read full review >
Asa
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 17.04.2021 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: This has been a godsend for our company since it lets our users have a dialogue and share content with more ease than ever. Because of this, collaboration has been easier than ever before.

CONS: I generally like this solution but there are always be things that can be improved. I think the search function needs to be fine-tuned and streamlined. I'd also like to see better features when it comes to organization. The chat feature also needs some improvement because we encountered a lot of connection problems.

What do you think about this review?

Great Poor

Streamlined our process and just made things better all around

Read full review >
Vanessa
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2020 Company Size: More than 100 Employees Industry: Gambling & Casinos

PROS: This is so good if you're handling a team. It has some features that I've found to be quite useful. It's incredibly helpful that I can sync and archive important information using this solution. Another feature that I appreciate is the protected cloud and how I can confidently store documents there. And speaking of documents, I also like that the documents I make using this can be edited by the rest of the team. The chat function is also a big help.

CONS: One area where I think they can improve is providing supplementary materials when it comes to learning how to use the tool. I'd appreciate it if they gave new users materials like videos and articles to work with.

What do you think about this review?

Great Poor
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Moxo user reviews

I think its the best of its kind

Read full review >
Angeline
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.09.2021 Company Size: More than 100 Employees Industry: Gambling & Casinos

Works on whatever device you have

Read full review >
Roel
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 20.08.2021 Company Size: 11-50 Employees Industry: Consumer Services

Love how user-friendly it is

Read full review >
Thelma
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 16.06.2021 Company Size: More than 100 Employees Industry: Information Technology and Services

Makes cooperating easy so processes move along quickly

Read full review >
Asa
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 17.04.2021 Company Size: More than 100 Employees Industry: Information Technology and Services

Streamlined our process and just made things better all around

Read full review >
Vanessa
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2020 Company Size: More than 100 Employees Industry: Gambling & Casinos
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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