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.
Show MoreStreamlined 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.
Show MoreKnowing 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:
Moxo is one of the top 200 Collaboration Software products
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.
Moxo Pricing Plans:
Free
Free
$12/user/month
By quote
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
Business – Free
Business Pro – $12/user/month
Enterprise – By quote
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.
Devices Supported
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Moxo average rating:
Overall impression
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ADD A REVIEWThe most favorable review
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.
The least favorable review
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.
More reviews from 5 actual users:
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I think its the best of its kind
Read full review >Overall impression
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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.
Works on whatever device you have
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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.
Love how user-friendly it is
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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.
Makes cooperating easy so processes move along quickly
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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.
Streamlined our process and just made things better all around
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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.
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I think its the best of its kind
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Works on whatever device you have
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Love how user-friendly it is
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Makes cooperating easy so processes move along quickly
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Streamlined our process and just made things better all around
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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