# Moxo Reviews **Vendor:** Moxo **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.5/5.0 **Total Reviews:** 194 ## About Moxo Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The old way relies on scattered emails and manual follow-ups; the Moxo way keeps every step clear, connected, and accountable. We put human actions and decisions at the center of workflows, while AI and automation clear the manual work behind the scenes. By connecting people, systems, and AI, Moxo drives the right actions, from the right people, at the right time —whether it’s client onboarding, multi-party approvals, or ongoing account management. Business teams can eliminate bottlenecks, reduce drop-offs, and keep critical milestones moving forward. Trusted by leading global enterprises across financial services, consulting, legal, and healthcare, Moxo is the smarter way to orchestrate mission-critical workflows with confidence. ## Moxo Pros & Cons **What users like:** - Users love the **ease of use** of Moxo, finding it seamless and efficient for their needs. (76 reviews) - Users appreciate the **outstanding customer support** of Moxo, which enhances efficiency and fosters positive client relationships. (68 reviews) - Users value the **ease of task assignment and clear communication** in Moxo, enhancing collaboration and teamwork. (39 reviews) - Users find Moxo's **responsive support team** invaluable, enhancing the overall experience with their helpful assistance and guidance. (35 reviews) - Users value the **effective communication** in Moxo, enhancing collaboration and streamlining client interactions seamlessly. (30 reviews) - Users love the **secure and organized client communication** Moxo offers, streamlining interactions and enhancing collaboration. (27 reviews) - Users find Moxo to be very **intuitive** , simplifying client management and enhancing communication effectively. (27 reviews) - Features (25 reviews) - Reliability (25 reviews) - Easy Setup (23 reviews) **What users dislike:** - Users note the **missing features** in Moxo, such as a client portal simulation and better notification controls. (39 reviews) - Users find Moxo lacks **essential features** like client portal simulation and robust calendar integrations, impacting usability. (28 reviews) - Users find Moxo **lacking features** , such as a client portal simulation and improved notification controls. (22 reviews) - Users find **limited customization** frustrating, desiring more control over features and client visibility in Moxo. (22 reviews) - Users face **integration issues** with Moxo, particularly regarding calendar syncing and the lack of automation in workflows. (14 reviews) - Learning Curve (13 reviews) - Users find Moxo lacks essential **functionality** , limiting client-specific access and causing confusion in task management. (13 reviews) - Expensive (9 reviews) - Limited Functionality (9 reviews) - Notification Issues (7 reviews) ## Moxo Reviews ### 1. Best project management software on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Hayes C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Moxo?** Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system also keeps clients engaged with ios push notifications and email notifications. The flows are extremely customizable and can be built for any workflow your company needs. The support team is phenomenal and always there to help. **What do you dislike about Moxo?** It's expensive. Relative to other solutions, Moxo is expensive, but in my opionion, it's 100% worth the cost. **What problems is Moxo solving and how is that benefiting you?** Before Moxo, we operated 100% via email. Emailing our customers back and forth. This resulted in many projects being abandoned or forgotten about. Moxo has helped us reduce the number of abandoned projects by providing our customers with a central platform to manage all their projects with us. ### 2. Excellent file sharing and process system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2025 **What do you like best about Moxo?** Safe and secure environment for file sharing. Easy to implement and easy for clients to use. Support has been excellent. **What do you dislike about Moxo?** There could be more ability to brand in the standard package. **What problems is Moxo solving and how is that benefiting you?** Provides a safe and secure file sharing environment ### 3. Amazing Platform for Client Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Mark M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Moxo?** Moxo has been a game changer for our business. We previously onboarded our clients via email and SMS, but with the easy to use Flow Templates, we're able to create a high level client experience in half the amoutn of time. We have new clients added every single day using automations and the Customer Support has been nothing short of stellar. The set up was done very quickly and we were able to launch our product in very little time. **What do you dislike about Moxo?** Moxo seems to be in its early stages of development and we are eager to see the new features and rollouts soon! **What problems is Moxo solving and how is that benefiting you?** The problems Moxo is solving is time to onboarding. With a clear roadmap for clients, we are able to complete onboarding faster. ### 4. Moxo is what you need! **Rating:** 5.0/5.0 stars **Reviewed by:** Jean-Félix L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Moxo?** Impressive platform for project management and collaboration. It offers a user-friendly interface and a comprehensive range of tools to facilitate communication and task tracking. The document management and team coordination features are particularly well-designed, ensuring smooth and efficient workflow processes. Additionally, data security and privacy are well-handled. The customer support is incredible and curated; it makes the integration process and on going assitance much easier. **What do you dislike about Moxo?** This is a difficult question to answer. As an administrator who had worked with many plateforms, this one is the best. The aspects that have been a pain have been brought to the tech team for solutions. Moxo thrives to evolve with their clients. **What problems is Moxo solving and how is that benefiting you?** Streamline processes, leverage data, and improve communication and the overall customer experience. ### 5. Excellent tool for team collaboration as well as client communication and information sharing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Moxo?** Moxo is an intuitive one-stop-shop for creating to-do's, sharing documents, scheduling appointments, team communication, and client communication. **What do you dislike about Moxo?** There is a bit of a learning curve, especially for less technically-savvy users, so we spend quite a bit of time teaching clients to use the platform. However, once they get the hang of it, it is a really powerful tool. **What problems is Moxo solving and how is that benefiting you?** We no longer have 4 or 5 different platforms to bounce around between, which saves time and increases productivity. ### 6. User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Sunny T. | Licensed Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Moxo?** I like that it's user friednly. They're a ton of videos at your fingertips to help you along in the process. You will also have a Moxo rep who works hand in hand with you from start to completion of set up which has been wonderful. Abi has been very useful and bennefical at assisting my Sales Team with our launch! **What do you dislike about Moxo?** Nothing, as of yet. Integration has been easy, and the number of features that are offered are wonderful. We're using it a sales tool as well as CRM, and we're very happy! **What problems is Moxo solving and how is that benefiting you?** Any time we have a hiccup or need additional questions, Moxo has been prompt to getting back to us. ### 7. Great product and great support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Moxo?** Suits my needs, easy to use, great support and service **What do you dislike about Moxo?** Initial learning curve but eventually overcome with support **What problems is Moxo solving and how is that benefiting you?** Service flow and centralizing the process ### 8. Moxo and their team have been a tremendous help in allowing us to scale our onboarding process. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2025 **What do you like best about Moxo?** The Moxo team and their support throughout the sales and implementation process was outstanding. The platform was quick to setup. The platforms simplistic and intuitive design are excellent. **What do you dislike about Moxo?** Nothing stands out as a major negative of Moxo. **What problems is Moxo solving and how is that benefiting you?** Ease and automation of onboarding. This has provided us and our clients an improved client onboarding experience. ### 9. OrthoED Moxo review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Moxo?** Adapting regularly and more features all the time Intuitive Customer Support - Jajiv Gopal **What do you dislike about Moxo?** Nothing really, looking forward to how it evolves **What problems is Moxo solving and how is that benefiting you?** Dentist Aligner Case - Case Support Portal ### 10. Surprised this is not a more used software **Rating:** 5.0/5.0 stars **Reviewed by:** Brock B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Moxo?** The team at Moxo is probably the most helpful and supportive team that I have met while enabling a software over my 15 year career in marketing. the team was ready to help with an question we had and ready to make adjustments to suggestions. Our cleints love the software as much as we do. We now ahve an individual space for each client and can send our emails direclty to it for approvals. Along with blogs, page corrections and anything else we need approved or have a question on. I would recommend this software to any digital agency **What do you dislike about Moxo?** Be able to send reminders before and past due dates, also selecting how they are notified - email, push or text messages would be great. **What problems is Moxo solving and how is that benefiting you?** We needed a software we could send test emails to without them getting lost in email boxes. This allows us to send them directly to the client and get them routed for approvals ### 11. This software has transformed the way I do business. **Rating:** 5.0/5.0 stars **Reviewed by:** Hope T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Moxo?** These guys are so amazing! The best part of Moxo is pretty much everything. The speed, the support, and how easy it is to implement the software with my crew, besides the endless ones we tried previously. I use this for every event production we do and commercial video or photo production project. Moxo has given structure to our process, workflow with clients, and staying organized. **What do you dislike about Moxo?** More native automation or support for AI implementation would be great. However, This works with Zapier, Gmail, and Hubspot, so there are already many options. Nothing to dislike about Moxo. **What problems is Moxo solving and how is that benefiting you?** Moxo solves all the structure, organization, and client relations that stay difficult to track and manage when we have so many event productions going on! It is a clear place to keep all work and conversations about work located in one area as well as with documents, images, content, and feedback. Pure, non-confusing structure in a sea of messy Saas landscape we live in today. ### 12. We've been using Moxo for a few months now and it's been a very good experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Moxo?** The possibility of having everything integrated in a single place, such as chat, mobile app, flow monitoring, etc. **What do you dislike about Moxo?** I still feel there is a lack of automation in the flows, such as the possibility of following parallel flows based on conditions or even more automation/integration with other applications **What problems is Moxo solving and how is that benefiting you?** Flow monitoring, Client communication ### 13. MOXO, a robust and cost-effective online platform to deliver coaching services **Rating:** 4.5/5.0 stars **Reviewed by:** Jae C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Moxo?** It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete. Customer support is incredible as well, very responsive and professional. **What do you dislike about Moxo?** Have not seen anyting that I dislike yet. It may be that the current MOXO features meet all the needs that we have as a smaller size consulting company. If there is one small item that may need improvement is to allow the MOXO phone app to access the Content Library. For me, it isn't a big issue, but I can see how others might want that feature in the future. I am content having a simplified phone app without much clutter, and enjoy accessing the whole content on my laptop. **What problems is Moxo solving and how is that benefiting you?** MOXO allows us to provide one-to-one coaching service to clients around the world. Without such convinient platform, it would be very difficult to keep track of our clients progress. Having a one-stop place that houses all info about a client--programs, video-call recordings, documents, notes, scheduling, etc.--is a game-changer. ### 14. Great Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Julia W. | Financial Services Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Moxo?** We love that we now have the ability to communicate with our clients and streamline our processes in one place. **What do you dislike about Moxo?** There are minor features that we would like to have that would make it a little easier to visualize our processes/workflows. **What problems is Moxo solving and how is that benefiting you?** Moxo is allowing us to stay on top of our workflows so none of our projects are forgotten. ### 15. User friendly, has increased client engagement, support team is great. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2024 **What do you like best about Moxo?** Client engagement seperate space for our work vs email Organization **What do you dislike about Moxo?** visibility into other workspaces some missing features **What problems is Moxo solving and how is that benefiting you?** Client communication. Lowering our churn rate. ### 16. Account rep Abi is great to work with! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Moxo?** The people we have worked with at Moxo have been friendly, accomodating, supportive and helpful. We really appreciate working with our account rep Abi who is very communicative and follows up as needed. Abi has passed on feedback to their dev team to work on platform updates/changes for us. The platform is flexible and easy to work with. **What do you dislike about Moxo?** We are still getting a handle on the terminology (its a bit confusing) such as flow vs. workflow space and client vs. contact. We are working with Abi to see if there is a way we can customize messaging via auto-emails to clients since all of them appear similar in an inbox. **What problems is Moxo solving and how is that benefiting you?** Moving from paper forms to digital is helping us be way more efficient, organized and secure! ### 17. Moxo streamlines the onboarding process! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Moxo?** * Easy to setup and adjust onboarding steps for clients. * Great range of functionality (video meeting, calendar, e-sign, forms). * Flexibility in implementation (require review on acknowledgement steps, skip sequence on document upload steps etc.) **What do you dislike about Moxo?** * Greater level of customisation in steps would be a bonus. * Conditional logic for steps would unlock significant capacity to automate customisation of onboarding flows. **What problems is Moxo solving and how is that benefiting you?** Moxo allows us to have a single interface for document transfer and communication with clients - enhancing process certainty and, hence, customer experience. ### 18. Smooth Expereince **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Moxo?** For our daily operations and comunications is easy to use. We take advantage of all the features and the customer support is amazing **What do you dislike about Moxo?** As of now. Nothing makes me dislike moxo **What problems is Moxo solving and how is that benefiting you?** Comunications with franchisees and corporate employes ### 19. Moxo as a client portal **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Moxo?** They were very helpful from a customer support aspect - I had direct access to someone via a personalized chat portal that kept our entire history of discussion. This is a feature of the software itself which they used so I was able to experience it firsthand from the client perspective while also using it from the business perspective in my own company. **What do you dislike about Moxo?** The current set of features is more limited than what I need for my client interactions - it will be great to see how robust it becomes in the future as more features are added. **What problems is Moxo solving and how is that benefiting you?** Providing an integrated place for action items and discussion with clients is very nice. The use of Magic Links was also appreciated. Seamless user experience for my clients is key - this contributes to that. ### 20. Amazing customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah J. | OPERATIONS DIRECTOR, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Moxo?** They designed the app exactly how we wanted and sough feedback throughout the process. At anytime we have had any issues with app, they have been extremely quick to rectify any issue and provide support for us. Our clients love the app! **What do you dislike about Moxo?** Nothing - it has all be great. They have always be incredibly supportive **What problems is Moxo solving and how is that benefiting you?** Instead of receiving lots of long winded emails from our clients and having to write back in a very official manner, we can quickly address any questions they may have. ### 21. THE BEST DECISION I EVER MADE! **Rating:** 5.0/5.0 stars **Reviewed by:** Erin P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2023 **What do you like best about Moxo?** Moxo and its team, (specifically Teresa, Nam, Ed, and Yukta), have exceeded all my expectations. What initially started as a mere collaboration has blossomed into them becoming an indispensable extension of my team. Our brainstorming sessions and idea exchanges have been truly invigorating, and I am ecstatic to say that their involvement directly aids in our business's revenue generation. I was pleasantly surprised by the level of commitment and dedication they brought to the table. I genuinely feel like I have the best team in the world supporting me. Their caliber of work, attention to detail, and proactive approach have made me a true advocate of their services. In fact, I've already started recommending Moxo to fellow founders. Their praises resonate so deeply with me that I'd shout them out, to the fervor witnessed at the Eras tour! Final Verdict: 10/10. Moxo, with its outstanding team, has delivered beyond what was promised. A huge shoutout to Teresa, Nam, Ed, and Yukta for their unparalleled support and expertise! **What do you dislike about Moxo?** The only suggestion I have pertains to the platform's functionality. I wish there was more flexibility in ordering attachments in workflows, allowing users to arrange them according to personal preference rather than a preset order. **What problems is Moxo solving and how is that benefiting you?** What problem isnt' it solving - honestly. Its an incredible platform for clients, partners and teams. **Official Response from Sahana S:** > Thank you for the kind review, Erin. Your endorsement and enthusiasm for Moxo and our team members are truly motivating. We're thrilled to have exceeded your expectations and look forward to continued collaboration. Your feedback for more flexibility in arranging attachments within workflows is duly noted. We'll consider this as we continue to enhance Moxo to better serve your needs. ### 22. Great Client Portal and Communication Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Chad S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2023 **What do you like best about Moxo?** Moxo has revolutionized how we communicate with clients. Instead of sending multiple emails and missing answers lost in the inbox chaos, we now have an all our communication organized and easily searchable. The Group Conversations have been a game changer so that all team members on a project can see the communication and we don't have to constantly debrief on what each other has discussed with the client. From the client side we have received great feedback about how much easier this has made their lives by centralizing communication, document sharing and phone/video calls. **What do you dislike about Moxo?** The Project Management features are not as robust as the communication features. It can be hard to get a overall picture since most of the platform is based on conversation specific functions. **What problems is Moxo solving and how is that benefiting you?** Moxo has helped us streamline internal and external communication. As a result we have been able to use our time more efficiently and effectively to serve clients. **Official Response from Sahana S:** > Thank you for sharing your experience, Chad. We're thrilled to hear how Moxo has streamlined your client communication and received positive feedback from clients. We're committed to providing efficient solutions and are here to support your continued success. We appreciate your insights regarding the Project Management capabilities. We are continuously working to improve Moxo, and your input is valuable. We will consider your comments as we aim to enhance the overall user experience. ### 23. Friendly, very concierge feel with a focus on awesome customer experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Amus S. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2022 **What do you like best about Moxo?** Quick responses to questions. I like working with the same people who are helpful and see all issues through to resolution. New feature releases are always fun **What do you dislike about Moxo?** Take a bit more control over invoices and updating payments. Also the ability to modify some features and links without needing help from back office. Also integrations like zapier or moxo's own flows to other softwares like good sheets, zoho, or even moxos own crm. **What problems is Moxo solving and how is that benefiting you?** Communication becomes more difficult as you grow and moxo has bridged this gap. The entire team can communicate to clients, tag team members and share documents all in one chat. This way nothing gets lost and everyone is on the same page. ### 24. Great product. Helped streamline our internal and external communication. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Moxo?** Enhances Client Account Management due to ease of moving account history between Account Managers. Continuous and daily communication with clients. Workflows have helped bring significant efficiencies. Great Customer Support. **What do you dislike about Moxo?** Look and feel still old and plain. Brand customisation is minimal. File management is time consuming - cannot upload folders. Inconsistent and poor Notification system. **What problems is Moxo solving and how is that benefiting you?** Efficiency in communication and one place for all file management. ### 25. Great concept, but severely lacking in features. **Rating:** 1.0/5.0 stars **Reviewed by:** Jamar D. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Moxo?** Moxo has been helpful for in-the-moment communication between the team and clients. The flows feature is a good concept but needs work as it is lacking in some necessary features. Raeef Mohammed is so kind and helpful. He always takes time to hop on a call to walk me through anything and help us figure out a workaround when the features we needed were not available in Moxo natively **What do you dislike about Moxo?** Clients are not able to unique links that are relevant to them. Moxo only allows you to have links that will show for every client which isn't helpful for our agency. I also would like to filter our clients better and save views in our dashboard. Right now everything looks very overwhelming on the backend. If you do use their filter feature you'll have to use it every time as it does not save. Not able to clearly see when tasks are completed by clients. Right now a little red notification just appears. There isn't a way for you to see what tasks were completed so you can act on them. Flows are only for processes that have a clear start and finish. If you have ongoing retainers Moxo is not a good fit. The flows becomes cluttered with too many tasks and our clients end up being confused about which task they need to act on. Notification preferences only take place on workspaces that were made AFTER you update your preferences. When we started using Moxo we set everything up and invited our clients and then tried to manage our notification settings to mute when we are not working. Now we receive notifications ALL THE TIME and its nothing Moxo can do. I had to tell my team to not use the Moxo app because of this. I don't want them to receive notifications when they are not working. Voice messaging and screen recording feature is pixelated and full of static sound Project and task management overall is severely lacking in Moxo. The home timeline is very overwhelming and it's the place where you will spend most of your time. In order to make Moxo work for our Agency we had to make so many workspaces per client that started to become confusing for them. Clients started communicating wherever they could find it. In order to access support on the web or desktop app you have to log out of your Moxo account and into theirs. There is no way to easily switch accounts like on the mobile app. I've had more issues with Moxo, but I think these were the main ones. Each time I had an issue I communicated it to my customer success manager and he was able to give me workarounds, but after having all of these workarounds it was clear to see that Moxo just isn't prepared to support ongoing client work as my marketing agency has. After 3 months of trying to make Moxo work and communicating heavily with the support and leadership team on ways the platform can be improved, I wanted to stop using the platform, but they have decided to keep me locked into my contract even though they know my team and I have a very hard time at serving our clients using Moxo even with the alternatives they have given us. The issues we have had with Moxo are little things you think are already in an "all-in-one client interaction platform." that's why when we had the Demo with their sales team these specific ways of using Moxo didn't come up. You don't really know what you're getting into until you start using the platform and because there isn't a free trial option I didn't know. The only way I could try Moxo was by doing a 6-month pilot and now being 3 months in Moxo has made our client delivery harder to manage due to their lack of features that should already be in a platform like this. **What problems is Moxo solving and how is that benefiting you?** Client management while reducing the number of platforms we need our clients to use to effectively deliver our projects to them. Unfortunately due to the lack of features, it has added more strain on my team and clients **Official Response from Sahana S:** > Thank you for your review and detailed feedback. We are sorry that Moxo did not meet expectations for your agency. We strive to continuously improve our product for our customers and your feedback is valued. We have recently launched several enhancements that could help address some of your concerns: 1) Dashboards for individual users and managers to easily track project status and tasks across several client projects, 2) The ability to create milestones within workflows to better organize your process and reduce potential clutter. 3) Better home timeline filtering so that users can more easily sort and filter their projects. In terms of notifications, we provide users with the option to receive notifications only when they are directly mentioned within a workspace. Users can also opt to mute notifications entirely. Please feel free to reach us directly via your CSM or at contact-us@moxo.com and we will try to make things right. ### 26. The Moxo platform has truly helped to increase our efficiency and streamline the onboarding process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Moxo?** The self serve function for our clients and the customer support. **What do you dislike about Moxo?** The reporting could be more perscriptive **What problems is Moxo solving and how is that benefiting you?** The ability to onboard a large number of clients. The platform benefits our business by providing the end user clear visibility of their onboarding status and requirements. ### 27. Enabling efficient task management **Rating:** 5.0/5.0 stars **Reviewed by:** Asma S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2023 **What do you like best about Moxo?** Moxo has helped us immensely by creating a platform to onboard our clients seamlessly and track all our ongoing tasks with ease. The platform is easy to navigate and even when we faced any challenge, the moxo team have been incredibly supportive to help us overcome the same. **What do you dislike about Moxo?** Nothing. The team had been really helpful in listening to our needs and considering to incoporate the same in future developments. **What problems is Moxo solving and how is that benefiting you?** The team is considering the additional feature requests that we would like to see in the app. ### 28. Efficient Customer Support and Seamless Onboarding with Moxo **Rating:** 4.5/5.0 stars **Reviewed by:** Richard G. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about Moxo?** From the moment I began my journey with Moxo, I have consistently been impressed with the quality and timeliness of the customer support. Every question and concern I had was met with a thorough response, often exceeding my initial expectations. This level of care and diligence created a sense of trust and understanding that has remained a cornerstone of my experience with Moxo. Moreover, Moxo's onboarding process is a model of professionalism. It's clearly been designed with the user's experience in mind, ensuring a smooth transition into the use of the product. Each step of the process was structured, efficient, and provided me with the necessary tools and knowledge to effectively use the product. And let's not forget about the after-sales support. Moxo again exceeds expectations in this domain, proving that their commitment to the customer extends well beyond the initial sale. This continued attention to customer needs and concerns really sets Moxo apart from its competitors **What do you dislike about Moxo?** My main gripe with Moxo lies in its licensing model. The structure currently in place does not allow for a gradual increase in users and clients. This inflexibility can create challenges for businesses looking to scale their operations slowly or in line with their growth. It would be greatly beneficial to have a licensing model that is more adaptable and accommodating to various growth speeds and business requirements. **What problems is Moxo solving and how is that benefiting you?** Streamlining the customer support and onboarding of new small clients. This has decreased our overhead considerably. ### 29. So far so good **Rating:** 4.5/5.0 stars **Reviewed by:** Ingrid C. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2024 **What do you like best about Moxo?** I like that Moxo is user friendly, and the constant imporvements they are making to the plateform. Our Reps especially Nishant have been great through our whole Moxo expereicne. **What do you dislike about Moxo?** I don't like that we have to make a PDF fillable before we can use the e-sign capability vs doing that in Moxo. **What problems is Moxo solving and how is that benefiting you?** The e-sign capability - Moxo has resolved. It ha shelped a ton since there is a lot of back and fourth of document signing. ### 30. Moxo Review **Rating:** 3.0/5.0 stars **Reviewed by:** Khadijah N. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Moxo?** - Fast and efficient customer support - Lots of features available **What do you dislike about Moxo?** - The flows feature is quite complicated and not user-friendly - Takes up a lot of storage especially in mobile phone - Spot comments can not be transferred to another chat/workspace **What problems is Moxo solving and how is that benefiting you?** Moxo has solved quite a few problems. If I had to least a few, we had problems with echo sounds when we meet virtually, the meeting videos were previously very choppy eventhough our internet connection is good, the virtual background image issue and unable to download meeting logs. But the Moxo Support team have been so helpful and efficient in solving these issues. Kudos to them! ### 31. Moxo is phenomenal for client connections and project workflows. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Moxo?** Moxo's customer support is really some of the best ive seen. Questions are answered right away. If a feature isnt native, thought goes into how question can be implemented via one on one with engineer and service representative. Allocation of projects and communications via customized app and ability to have everything siloed in one place will save hundreds of hours. Constant updating of new features that are acutally useful are a big plus, it shows Moxo is consitently making product better and invested in customer needs. **What do you dislike about Moxo?** Would like to see more features from Moxo at its price point, such as native recurring To Dos or Tasks and other native integrations with payment platforms. However, Moxo is consistently adding and fine tuning new features all the time and beating me to the punch before i am able to request such feature or idea, so im sure it will be added at some point. Pricing- Can get expensive depending on users and customizablitly. **What problems is Moxo solving and how is that benefiting you?** Taking care of video meetings, project workflow, client document storage, custom portal, and instant messageing and collaboration. ### 32. Great website, Easy access app and Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Inglês U. | Dispatcher, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Moxo?** They are ready to help and understand the need of your company and they bring the best solution of system for your company to work better, bringing satisfaction for you and your clients. **What do you dislike about Moxo?** There is nothing to dislike. They are professional and the customer support always there to answer your questions and solve the problems that you have with the system or help you guide thru the system to have better understanding. So good. **What problems is Moxo solving and how is that benefiting you?** As owner of an English language school and having students from all around the world. I was looking for a platform that combined all in one and moxo did that with business instant messaging, video conferencing, documents creation, client portal (with login and password). **Official Response from Sahana S:** > Thank you for your fantastic review! We're thrilled to hear that Moxo has been instrumental in streamlining your business operations. Providing solutions tailored to your company's needs and ensuring your satisfaction, as well as your clients', is our top priority. It's wonderful to know that you've had a positive experience with our professional customer support team, and we greatly appreciate your kind words. We're here to support your continued success. ### 33. We enjoy using Moxo to interact with our referrals on a regular basis about our mutal patients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Moxo?** The accessibility to discuss accounts from our cell phone. **What do you dislike about Moxo?** We don't have all of our referrals uploading and onboarded to Moxo yet. **What problems is Moxo solving and how is that benefiting you?** Instant communication with our referrals rather than traditional snail mail communication. ### 34. Easy to Use, Visual, Cross-Platform Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Megan J. | Owner/Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Moxo?** Moxo has been incredibly straightforward for my clients to adopt as their portal. It helps the client be very clear on what their expectations are, gives them the ability to communicate as if they were texting thanks to the app, and helps me set expectations. That the software works almost exactly the same regardless of device or app or browser makes using it incredibly efficient. I can easily keep the records I need to, guide clients through their steps in the process, and restrict clients' ability to move forward until previous steps are completed as appropriate. **What do you dislike about Moxo?** The magic links that by-pass a password input to access Flows. This doesn't work for me. Moxo graciously turned these off ina heartbeat though. Top wishlist item: restrict the user's ability to upload HEIC files. They're just so massive and difficult to work with. **What problems is Moxo solving and how is that benefiting you?** Moxo is giving me a secure place for all of my clients' things to exist. While some clients are confused because of the high levels of flexibility, there's an overwhelming success rate with adoption and far fewer questions being asked about the product and more being asked about their taxes and accounting. ### 35. User-friendly platform for non-technical teams **Rating:** 4.0/5.0 stars **Reviewed by:** Suzanne M. | Co-Founder & COO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2023 **What do you like best about Moxo?** - Easy to implement and set up - Proactive customer support - Nice UX and design **What do you dislike about Moxo?** - Costs were high for a large user base - Would have liked to be able to customize the portal dashboard more specifically **What problems is Moxo solving and how is that benefiting you?** Moxo allowed us to set up a customer portal quickly without any coding ### 36. Ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Moxo?** I enjoy being able to collaborate with external and internal team members in one place. **What do you dislike about Moxo?** I haven't seen a downside since using Moxo. **What problems is Moxo solving and how is that benefiting you?** Using Moxo has allowed us to communicate with multiple clients in an effective way. Now that we're using Moxo we are able to provide updates and address more questions and concerns. ### 37. My team and I are very happy that we made the switch to Moxo! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2023 **What do you like best about Moxo?** Our team loves the polished and branded look Moxo gives to our customers! There's also many features within the platform! Lastly, the support team at Moxo is equally amazing! They are always available whenever we need them. Thank you so much! **What do you dislike about Moxo?** As of right now, I can't think of anything I dislike about Moxo! **What problems is Moxo solving and how is that benefiting you?** We have been searching for a client facing portal for quite some time now and Moxo solved that problem for us!This is benefiting our team by driving clients to our website, which helps our visiblity on search engines. Also, we can provide a professional portal for our customers to stay on top of deadlines. ### 38. Moxo Has Helped Raise My Company Profile **Rating:** 5.0/5.0 stars **Reviewed by:** David M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2023 **What do you like best about Moxo?** So many things ... in no particular order - - that my portal is branded to my company colours - simple for my clients to use - allowed us to consolidate internal and external communications - LOVE the video conferencing (it may lack some 'advanced' features, but is super easy to use - and, no download required to use it - companion mobile app - responsive tech support Internal Team and Client feedback has been 100% positive. Using Moxo with my clients has raised my profile immeasurably. It provides me with a impressive face to my clients. **What do you dislike about Moxo?** Not much to dislike at this point. One desired feature I would love to have is the ability to schedule rerucurring tasks / workflows - (but I am assured is coming). **What problems is Moxo solving and how is that benefiting you?** #1 - an all-in-one solution for both internal and external communications. Moxo gives us the ability to communicate in real time. Tasks can be created with timelines (deadlines) included. ### 39. Very intuitive and excellent customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Freddie C. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2023 **What do you like best about Moxo?** Moxo is very intuitive. It is very easy to use and they provide excellent customer srvice. **What do you dislike about Moxo?** I find it hard to navitage Moxo updates for our indidivdual clients through the timeline. The timeline gets clogged very quickly. However, I know the whole team does not share this opinion. **What problems is Moxo solving and how is that benefiting you?** Putting a manual process of form filling and coument collection via email into onto centralised place. ### 40. Super helpful team & a GREAT program! **Rating:** 5.0/5.0 stars **Reviewed by:** Miranda K. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Moxo?** Moxo has made my business so much more efficient and saved me a lot of time already! Working with the customer team has been wonderful. They are always willing to answer questions and jump on a quick call to walk me through my questions. **What do you dislike about Moxo?** Nothing! I am so impressed with Moxo! It has been a wonderful addition to my business. **What problems is Moxo solving and how is that benefiting you?** Moxo has become a one-stop shop for all the things I do in my small business. I use it as a CRM system and it definitely keeps me more organized. With the ability to message clients directly in Moxo instead of going to email, it seems to help keep my clients on track, too. **Official Response from Sampriti Mondal:** > Thank you for the positive review, Miranda. We're thrilled to hear that Moxo has made your business more efficient and that you've had a great experience with our team. We're here to support you every step of the way. It's wonderful to know that Moxo has become a valuable tool for your business, helping with organization and client communication. Your success is our priority, and we're delighted to be a part of it! ### 41. Good customer service/tech support. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Moxo?** I like the one-glance view for internal users for workspaces for our client-users. It also simiplifies things for our client-users. Rajiv Gopal has been very helpful and responsive to our questions. He has also taken some of our more in-depth questions to the team for consideration and answers. **What do you dislike about Moxo?** Unfortunately the e-Sign function is not accepting by a growing number of our suppliers (i.e. insurance companies) and it was one of the main reasons we signed on with Moxo. **What problems is Moxo solving and how is that benefiting you?** Sending confidential documents in a secure way to our clients. ### 42. Great Portal & Support **Rating:** 5.0/5.0 stars **Reviewed by:** Joachim H. | Founder & CEO/Player Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Moxo?** The portal/software works great. Amazing tool but more so great support from the staff at Moxo. They really care compared to most other software companies. **What do you dislike about Moxo?** We have not noticed anything bad about Moxo as of yet. We missed a dashboard, but was told it was being added. **What problems is Moxo solving and how is that benefiting you?** We asked for the creation of a dashboard which is being worked on and added soon. ### 43. When It Comes to Support, Moxo Sets the Bar Sky High **Rating:** 5.0/5.0 stars **Reviewed by:** Chris P. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Moxo?** I've been using Moxo to host my personal development program, and it's been great, but the most impressive part is the customer service **What do you dislike about Moxo?** The platform overall is excellent, but the onboarding was a bit overwhelming until i got the hang of it **What problems is Moxo solving and how is that benefiting you?** Wish they had a built-in calendar for video call scheduling. ### 44. Moxo has changed the way I run my agency **Rating:** 5.0/5.0 stars **Reviewed by:** Cait K. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Moxo?** Moxo is such a wonderful and easy to use platform, if I ever need any changes the Moxo team is right there to help via chat. Abhi has been amazing! **What do you dislike about Moxo?** I would like there to be more customization as far as letting employees change clients profile pictures, but overall it's great! **What problems is Moxo solving and how is that benefiting you?** There are way too many list, the fact that I can easily onboard new clients and communicate changes with employees all in one place is a game changer. ### 45. Happy To Find Moxo **Rating:** 5.0/5.0 stars **Reviewed by:** Kalei M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Moxo?** I love the support of the Moxo team. They have been so helpful since the first time I submitted an inquiry. I initially thought the process would take a while since it was through a contact submission; however, it was quick, seamless, friendly and valuable. The experience felt comfortable, and the team is extremely knowledgeable. **What do you dislike about Moxo?** At the moment, I do not have any dislikes about Moxo. **What problems is Moxo solving and how is that benefiting you?** Communication and organizing methods. I do not have to struggle to find documents for clients or email them over, I can guide them to the app for immediate download on any and all requested documents and tasks. ### 46. LeasingCore app **Rating:** 5.0/5.0 stars **Reviewed by:** Harumy V. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Moxo?** It's really intuive and easy to use. The support is very efficient **What do you dislike about Moxo?** At the moment I'm very happy with my expirience with Moxo overall **What problems is Moxo solving and how is that benefiting you?** The zapier betwen Moxo and our Monday portal ### 47. Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Donell G. | EV Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Moxo?** The best customer service I've seen from a SAAS provider. The buildout is excellent, and the workflows function great. I also enjoy the meeting platform and the legitimacy it gives us in terms of our brand. **What do you dislike about Moxo?** Some of the functionality works slow. I've had a meeting where clients aren't able to share their screen, I'd also like to see "if then" scenarios at some point. **What problems is Moxo solving and how is that benefiting you?** Moxo is securing our commitment to our service delivery. We are now able to predictively plan a project and provide visibility to our customers. It also streamlines our installation process. **Official Response from Sampriti Mondal:** > Thank you for your valuable feedback, Donell! We're delighted to hear that you've had a positive experience with our customer service and find our platform's built and workflows excellent. We understand your concerns about some functionality being slow and the need for "if-then" scenarios. We're actively working on optimizing our platform's performance and will consider your feedback for future enhancements. If you have any more suggestions, please feel free to reach out. Thank you for choosing Moxo! ### 48. Wonderful tool to handle client workflows and communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Moxo?** Without of doubt the ease of use. Client portals are extremely user friendly. Moxo portal interface for clients is by far the most user friendly than any other platforms I've ever used. **What do you dislike about Moxo?** So far I have no downside experiences for Moxo. Support is amazing! **What problems is Moxo solving and how is that benefiting you?** Client communication amongst team members. Allows for all team members to stay in the loop without having to dig through emails. ### 49. Great software. Lacks ability to promote. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | SolPro, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2023 **What do you like best about Moxo?** Organizes multiple entities in one space. Has all the tools to manage projects across platforms and disciplines **What do you dislike about Moxo?** Needs non-linear workflows. The interface needs improvement as many basic tasks are not intuitive. Has no support structure for promotion by users to others. **What problems is Moxo solving and how is that benefiting you?** Putting all project details in a common place. Eliminates the need for multiple communication tactics and organizing responses to a diverse team. Easily share info and assign tasks for all to see. ### 50. Great customer service and platform **Rating:** 5.0/5.0 stars **Reviewed by:** Heather R. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Moxo?** The tools to keep all client communications, files and tasks within the program. It's fantastic for onboarding and project management. **What do you dislike about Moxo?** I'd love to see drag and drop of files into folders. **What problems is Moxo solving and how is that benefiting you?** It makes everything more efficient for communicating and managing our clients. ## Moxo Discussions - [What does Moxtra do?](https://www.g2.com/discussions/what-does-moxtra-do) - [What is the use of Moxtra?](https://www.g2.com/discussions/what-is-the-use-of-moxtra) - [Is Moxtra open source?](https://www.g2.com/discussions/is-moxtra-open-source) - [Is Moxtra the same as zoom?](https://www.g2.com/discussions/is-moxtra-the-same-as-zoom) - [View Moxo pricing details and edition comparison](https://www.g2.com/products/moxo-g2/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-05-27+22%3A02%3A38+-0500&secure%5Bsession_id%5D=a11b776b-aa45-4c5f-bed8-6a8ffe18ab76&secure%5Btoken%5D=40743b6e1564a866ca9eb93a9cdbb7f0b8c1fe9cc83f1ad687605af03253bb7f&format=llm_user) ## Moxo Integrations - [Airtable](https://www.g2.com/products/airtable/reviews) - 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Enterprise System Integration - Real-Time Data Pipelines **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **Management** - Updates - Audit Trail - Integration **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Project Tracking** - Monitoring - Content - Tasks - Optimization **Integration & Adaptability - Process Orchestration** - Third-Party Software Integration - Endpoint Integration - Intuitive Process Design - Real-Time Process Monitoring - Business Process Adaptation - Customer-Facing Process Management - Multi-Endpoint Execution - Regulatory Compliance Management **Performance Optimization & Analytics - AI Orchestration** - Workflow Performance Dashboards - Workflow Reporting - Resource Utilization Monitoring - Computational Resource Management - Dynamic Scaling - Component Monitoring **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation **Governance & Compliance Controls - AI Orchestration** - Regulatory Compliance - Governance Policy Enforcement - Role-Based Access Control - Audit Trail Management - Security Protocols **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - 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