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Compare Moxo and SmartVault 
Featured Products
At a Glance
Market Segments
Small-Business (81.2% of reviews)
Small-Business (80.4% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Moxo
Star Rating
(194)4.5 out of 5
Market Segments
Small-Business (81.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about MoxoSmartVault
Star Rating
(102)4.3 out of 5
Market Segments
Small-Business (80.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about SmartVaultSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Moxo excels in overall user satisfaction, boasting a significantly higher G2 Score compared to SmartVault. Users appreciate the customization options and the responsive customer support, which enhances their overall experience.
- Users say that Moxo's implementation process is notably smooth, with many highlighting the intuitive onboarding wizard that makes getting started easy. In contrast, while SmartVault is also described as easy to set up, it doesn't receive the same level of enthusiasm for its onboarding experience.
- Reviewers mention that Moxo's user interface is highly praised for its user-friendly design, allowing teams to customize forms and notifications effectively. SmartVault, while functional, is often seen as less flexible in terms of customization, which can limit user experience.
- According to verified reviews, Moxo stands out for its quality of support, with users noting that the support team is very responsive and helpful. SmartVault's support, while adequate, does not receive the same level of acclaim, with some users expressing a desire for more comprehensive assistance.
- G2 reviewers highlight that Moxo has a strong focus on enhancing the client experience, with features that are thoughtfully designed to meet user needs. In comparison, SmartVault is recognized for its seamless integration with tools like QuickBooks and Lacerte, but it may not offer the same depth of features tailored to user customization.
- Users report that Moxo's overall performance is bolstered by its high ratings in areas like ease of use and ease of administration, making it a preferred choice for small businesses. SmartVault, while still effective, has slightly lower ratings in these areas, indicating potential room for improvement in user experience.
Pricing
Entry-Level Pricing
Moxo
No pricing availableSmartVault
No pricing availableFree Trial
Moxo
Free Trial is available
SmartVault
No trial information availableRatings
Meets Requirements
8.5
165
8.8
55
Ease of Use
8.9
168
8.7
59
Ease of Setup
8.8
130
8.3
30
Ease of Admin
8.8
124
8.5
27
Quality of Support
9.5
162
8.4
60
Has the product been a good partner in doing business?
9.5
121
8.5
26
Product Direction (% positive)
9.2
168
8.3
48
Features by Category
File Management
Not enough data
8.6
38
Not enough data
8.8
40
Not enough data
9.0
40
Not enough data
8.8
37
Not enough data
8.2
27
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
Not enough data
8.3
37
Not enough data
8.7
40
Not enough data
7.3
29
Not enough data
7.7
28
Administration
Not enough data
8.4
34
Not enough data
8.3
34
Not enough data
8.8
27
Not enough data
9.1
27
Not enough data
8.8
26
Not enough data
9.3
39
Platform
Not enough data
8.8
20
Not enough data
8.5
16
Not enough data
8.7
15
Not enough data
8.8
11
Setup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
8.4
63
Not enough data
8.4
56
Not enough data
Feature Not Available
Not enough data
Design
8.8
62
Not enough data
8.4
61
Not enough data
8.6
72
Not enough data
8.5
60
Not enough data
8.6
59
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Content
8.7
90
Not enough data
8.5
71
Not enough data
8.8
87
Not enough data
8.9
94
Not enough data
8.8
78
Not enough data
Collaboration
7.8
71
Not enough data
8.9
97
Not enough data
8.5
85
Not enough data
7.8
71
Not enough data
7.7
64
Not enough data
9.0
88
Not enough data
Onboarding Setup
9.1
70
Not enough data
8.9
67
Not enough data
8.7
68
Not enough data
Project Tracking
8.4
57
Not enough data
Feature Not Available
Not enough data
9.1
63
Not enough data
9.0
66
Not enough data
8.4
56
Not enough data
Customer Engagement
9.3
71
Not enough data
9.0
69
Not enough data
8.8
69
Not enough data
8.9
64
Not enough data
8.8
69
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Process Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Business Process Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Process Development
Not enough data
Not enough data
Functionality - Process Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration & Adaptability - Process Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow Design & Integration - AI Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance Optimization & Analytics - AI Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Governance & Compliance Controls - AI Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Moxo and SmartVault are categorized as Client Portal
Unique Categories
Moxo is categorized as AI Orchestration, Business Process Management, Workflow Management, Client Onboarding, Customer Communications Management, and Process Orchestration
SmartVault is categorized as Document Management and Cloud Content Collaboration
Reviews
Reviewers' Company Size
Moxo
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartVault
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
10.5%
Marketing and Advertising
8.4%
Accounting
8.4%
Real Estate
7.9%
Information Technology and Services
4.7%
Other
60.2%
Accounting
53.6%
Financial Services
7.2%
Information Technology and Services
5.2%
Marketing and Advertising
4.1%
Public Safety
2.1%
Other
27.8%
Discussions
Moxo has no discussions with answers
What is the most practical way to use this app?
1 Comment
HG
yesRead more
Is Smart Vault safe?
1 Comment
LP
Yes. Totally, I recommend it because my experience has been quite satisfactory.Read more
SmartVault has no more discussions with answers
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