# 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 appreciate the **ease of use** of Moxo, finding it user-friendly and seamlessly integrates with existing systems. (76 reviews) - Users rave about Moxo's **outstanding customer support** , highlighting their dedication and responsiveness to client needs. (68 reviews) - Users commend the **simple task creation and assignment** in Moxo, fostering effective team collaboration and communication. (39 reviews) - Users find Moxo to be **wonderfully helpful** , especially praising the responsive support and seamless communication features. (35 reviews) - Users value the **effective communication** in Moxo, enhancing collaboration between agents and clients 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 find **missing features** in Moxo, like client portal simulation and notifications control, quite limiting. (39 reviews) - Users find Moxo has **limited features** , lacking essential functionalities like client portal simulations and robust calendar integrations. (28 reviews) - Users note **missing features** in Moxo, such as client portal simulation and improved calendar integrations. (22 reviews) - Users feel the **limited customization** of Moxo restricts their ability to tailor the experience to clients' needs. (22 reviews) - Users find **integration issues** with Moxo, particularly with automation and calendar synchronization, limiting overall functionality. (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. Mass Inbound’s Review of Moxo **Rating:** 5.0/5.0 stars **Reviewed by:** Dillon L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Moxo?** Our team at Mass Inbound has been using Moxo for almost two years now, and it’s become an essential part of how we manage and deliver projects. The platform has completely streamlined the way we communicate with clients, organize tasks, and keep our internal team aligned. Before Moxo, project updates and client communication were scattered across emails and multiple tools. Now, everything happens in one place — from client onboarding to project delivery. The client portals make our process look professional and organized, and our team always knows exactly where things stand. We’ve also found their support team to be responsive and genuinely helpful whenever we’ve had questions or needed guidance. Overall, Moxo has been a game-changer for our operations. If your company is looking for a clean, reliable, and all-in-one project management solution that enhances client experience and internal collaboration, we highly recommend Moxo. — The Mass Inbound Team **What do you dislike about Moxo?** Honestly, there isn’t much to dislike. The platform runs smoothly and has everything we need for managing projects and client communication. The only feature we wish it had is a built-in timer for tasks so our team could track how long certain projects or activities take. It’s a small thing, but it would make time management and reporting even more powerful. **What problems is Moxo solving and how is that benefiting you?** Moxo has helped us completely streamline our project management and client communication process. Before using it, our team juggled multiple tools, emails, and chats to keep projects moving — which often led to missed details or delays. Now, everything from client onboarding to task updates and file sharing happens in one central place. It’s made our workflows much more organized, our team more accountable, and our clients more informed and confident in our process. Overall, Moxo has improved our efficiency, transparency, and professionalism across the board. ### 2. Productivity enhancer and time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Matt H. | Sales Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Moxo?** Moxo has been a game-changer for our team’s onboarding process. Before we implemented it, we had to rely on a number of manual steps and scattered tools to get new partners onboarded, which was both time-consuming and prone to bottlenecks. With Moxo, we now have a streamlined, centralized platform where all of our onboarding documents and workflows live. It has eliminated repetitive manual tasks and saved me countless hours of administrative work. One of the biggest benefits is how it enables collaboration—different team members can easily step into the workflow when needed, ensuring nothing gets stuck waiting on one person. I also want to highlight the excellent support we’ve received from our Customer Success Manager, Pratik Chauhan. He has been incredibly responsive and helpful in making sure we’re getting the most out of the platform, which has made the transition and adoption process smooth and effective. Overall, Moxo has made our onboarding process significantly more efficient, organized, and collaborative. It’s a tool that has truly transformed how we manage partner onboarding. **What do you dislike about Moxo?** While Moxo has greatly improved our onboarding workflows, my one frustration is with the limitations of the base plan. The inability to use connectors, such as integrating with our CRM or Google Drive, creates extra work and forces us to manage some information outside of Moxo. Having these integrations included, even at a basic level, would make the platform far more powerful and reduce the need for manual duplication of data. **What problems is Moxo solving and how is that benefiting you?** Moxo is helping us eliminate the inefficiencies of a manual onboarding process. Previously, we had to manage partner onboarding across multiple tools and communication channels, which created unnecessary back-and-forth and wasted time. With Moxo, everything is centralized in one platform—documents, workflows, and communications—which saves me hours of manual work each week. It also ensures smoother collaboration across our team. Different stakeholders can be pulled into the workflow exactly where they’re needed, without creating bottlenecks or losing visibility. The result is a much more organized, efficient, and scalable onboarding process that benefits both our internal team and our partners. ### 3. Cannot recommend enough Moxo and it's Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Suzie T. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2022 **What do you like best about Moxo?** We are absolutely delighted with the app created for us — the result has far exceeded our expectations. The range of functions and capabilities is truly impressive; it’s remarkable how thoughtfully everything has been designed to fit our needs so seamlessly. Equally outstanding has been the level of service and support we received throughout the process. The team’s professionalism, attention to detail, and genuine care made the entire experience not only efficient but also an absolute pleasure. Their responsiveness and kindness at every stage reflected a rare level of customer care that deserves recognition. We are genuinely grateful for their dedication and expertise, and we couldn’t recommend them more highly. **What do you dislike about Moxo?** There is nothing I can fault Moxo for; I see consistent development and growth within the team, which i highly appreciate! **What problems is Moxo solving and how is that benefiting you?** Moxo helps me consistently solve communication issues with our clients through the application they have built for us, They have now developed Moxo Flows for an even smother form of communication, and it has helped our business grow exponentially, They have truly set us up for success! ### 4. More than just a communication tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jackie M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Moxo?** We currently use the Moxo app to communicate with some of our clients, sharing updates and collateral with them. They’re even able to sign their onboarding documents through the app when they join their brokerage, which is incredibly useful. The ability to brand our app - and for two of our clients to brand their own - is great. We've found it to be a handy way for them not only to respond to us and provide feedback, but also to communicate with each other. Real estate agents are inundated with emails, so the app has been a valuable tool for cutting through the noise and helping our clients focus on the communications we send. The apps are easy to use, and onboarding for us and our clients have been very smooth, every time. **What do you dislike about Moxo?** I don't have anything negative to say, our support team is responsive, they listen to our requests, and action them quickly. **What problems is Moxo solving and how is that benefiting you?** We work with real estate agents, and they receive a lot of emails on a daily basis. The apps solved this, by being the main communication platform. We are able to send agents collateral for their listings that we created, set up team meetings, create reminders for them to approve collateral, get them to sign their onboarding documents when they join within the app, and do their onboarding call. One of the most important things we considered when looking at developers was that the documents we need the agents to sign contains sensitive information, and thus needed to have great built in security, which is what we have now. ### 5. User-Friendly Platform That Elevates Client Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Moxo?** I appreciate the enhanced client experience and the user-friendly design. Being able to customize forms and notifications for our clients has been extremely valuable for our team. Additionally, the customer support team has been very responsive and a reliable resource whenever I need assistance. **What do you dislike about Moxo?** There have been a few times when I wished the product offered some unique features and functions that could better support our team. However, the customer support team has consistently listened to my feedback and assured me that they are continually working to enhance the product and introduce new features for users. **What problems is Moxo solving and how is that benefiting you?** Moxo has allowed me to move all client communication away from text messaging, providing a much more professional and streamlined user experience. Additionally, their automated features have enabled me to shift tasks that I used to handle weekly to a monthly schedule, making my workflow more efficient. ### 6. Excellent Customer Service and Tech support **Rating:** 5.0/5.0 stars **Reviewed by:** Diane R. | Consultant, Mediator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Moxo?** Moxo was so helpful in assisting with the development of a private label platform for client management. I am not a technical person at all when it comes to developer accounts, and the team was always available or just a chat away. Abhishek Kulkarni was a fantastic team member, always responsive and remembering details about me and my business that made me feel more than just a number. Moxo is easy to use, and for over two years, I used this platform every day to manage my client flows. I also did not need to contact customer service very often. There were no technical issues with the platform at any time and they are wonderful with remiding me of what steps I needed to take. We really worked as a team and I will always appreciate the company for helping me scale the business! **What do you dislike about Moxo?** Nothing! I have no criticism only praise! **What problems is Moxo solving and how is that benefiting you?** Client management and onboarding in a structured process. ### 7. Great Security, But Lacks Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jessie H. **Reviewed Date:** August 04, 2025 **What do you like best about Moxo?** I love the ability to track all steps of a task and keep information secure and organized. This provides peace of mind knowing sensitive data is safe and accessible. I also appreciate the organized file management, which keeps essential information in one place securely. **What do you dislike about Moxo?** {"The setup process was straightforward but lacked options, as there was only one format available and I couldn't choose how I wanted to view things.","Moxo is becoming more of a problem than a benefit because it's not centralized; if all clients used Moxo, it would be great, but since most are still using text and email, it becomes challenging to use Moxo effectively.","There's a challenge with using both Moxo and Google Business as they don't integrate seamlessly, requiring me to manage data in two separate places rather than one.","The integration with Google Business, especially with the calendar feature, is not seamless, making file and document management between Moxo and Google more cumbersome than needed."} **What problems is Moxo solving and how is that benefiting you?** I find Moxo secure for sensitive data and beneficial for tracking tasks and organizing files, but integration issues with other platforms make it challenging. ### 8. Moxo; The Centralization of Workforce for Company Development despite high Costs **Rating:** 4.5/5.0 stars **Reviewed by:** Mikes L. | Senior Accountant , Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2025 **What do you like best about Moxo?** Moxo is remarkable in personalizing team and client interactions in a secure and efficient manner We track documents and tasks through the help of Moxo We manage all videos, files and chats into this singular platform Moxo is focused, with absolute security compliance We authorize users to access sensitive content or data **What do you dislike about Moxo?** Moxo is designed to handle problems for large enterprises, making it costs inefficient for small companies We struggle to integrate the tool with multiple third parties tools **What problems is Moxo solving and how is that benefiting you?** We create organization for multiple tasks in our company using Moxo We share valuable and sensitive information using this app, and there js an easy form of tracking different tasks All interactions finds a central function that makes our company stay aligned We have significantly secured sensitive data in the entire firm ### 9. Great platform, with an excellent support system. **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel C. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Moxo?** I love how easy to use and to integrate with other platforms the portal is. The customer support/development team is fantastic and very knowledgeable! **What do you dislike about Moxo?** I have not found any dislikes at this time. **What problems is Moxo solving and how is that benefiting you?** A centralized location for clients to submit documents safely, visually follow the timeline of our loan process and for all documents to be stored for the same client for the next opportunity. ### 10. Moxo and Pratik Chauhan helped change our business for the better! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristin B. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Moxo?** It integrates with most of our other systems. Our clients love the interface and it is extremely user friendly! Pratik and many others have been extraordinarily helpful in helping my migrate and set up the best platform for our team and clients. **What do you dislike about Moxo?** I do wish the filter features had a date feature **What problems is Moxo solving and how is that benefiting you?** We are able to have one place for our clients to visit instead our previous set up with several different portals. ### 11. Customer Service That Goes Above and Beyond! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Moxo?** Your outstanding customer support has made the process even better, and it’s clear that your team genuinely cares about their clients. **What do you dislike about Moxo?** As with any new system, there may be a brief learning curve, but its intuitive design should make the transition smooth. **What problems is Moxo solving and how is that benefiting you?** The platform seems both practical and easy to navigate, which will be a major advantage for our staff and for our clients. We’re excited about the potential it has to streamline our operations and elevate our client experience. ### 12. Excellent platform for smooth collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** princy t. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Moxo?** User-friendly and secure communication tool.! Efficient and professional experience with Moxo. Streamlined workflows and great support. Reliable solution for managing client interactions **What do you dislike about Moxo?** While the platform is great overall, occasional lags during file uploads and limited customization options for notifications can be improved for a better user experience. **What problems is Moxo solving and how is that benefiting you?** Moxo is helping us streamline client communication, document sharing, and task tracking in one secure platform. It has significantly reduced email clutter and improved project visibility and turnaround time. ### 13. Moxo Review! Yay **Rating:** 4.0/5.0 stars **Reviewed by:** Luke M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Moxo?** I like how simple it is to create tasks and assign them to people. The communication is apparent and easy to use. **What do you dislike about Moxo?** It would be nice if an admin were able to clear/delete old tasks in the "manage" page under "actions", It would be good to be able to delete and remove old tasks. Currently, the only option is to resign myself and then complete the task. **What problems is Moxo solving and how is that benefiting you?** Moxo solved our needs for communication and sharing of assets. ### 14. Client Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah M. | Client Experience, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Moxo?** The support we get from Abhi has been a game changer. He is very detailed and helped us launch in a really great way. **What do you dislike about Moxo?** The lack of functionality around "to do" list. We would love to use this more across our team but it lacks some functionality. **What problems is Moxo solving and how is that benefiting you?** We are a small start up who is looking to streamline and scale our work. This is housing everything in a central location and equipping our clients to be better served. ### 15. Perfect Solution for Professional Communication. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Moxo?** Moxo's UI is intuitive and user-friendly. Many of my colleagues are not tech savvy, and our English-learning students vary in age, some being as young as six; most can navigate the site well without much instruction. **What do you dislike about Moxo?** It's still in development, so features are unavailable. There are more functions we're hoping to see from Moxo, but as it is currently, it suits our needs. **What problems is Moxo solving and how is that benefiting you?** It's becoming an all-in-one platform for our tutoring service. At times, we've considered trying a multitude of platforms, but the ability to communicate with our teachers AND students in the same space, and share forms with the ability for our team to view results is very convenient. ### 16. Amazing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Pedro R. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Moxo?** I never knew that a CS tool was a thing before and Moxo just make my life as a CSM and our clients way better. Abhi (my CSM there) provides a great service and is always on the top of every issue. Thank you Moxo team and specially Abhi!! **What do you dislike about Moxo?** Nothing in particular, all good as far as I've seen **What problems is Moxo solving and how is that benefiting you?** Streamlining our process ### 17. One of the Best Decisions for our Business **Rating:** 4.0/5.0 stars **Reviewed by:** Ellen R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Moxo?** Our Moxo app has created an easy-to-access space for team members and clients. We no longer sift through emails and texts, wasting time trying to find our last conversation with the needed information. Our clients have embraced the app as an easy way to contact us. We have also utilized a feature that organizes our invoices in one location. Paying our contractors used to take an hour; now, it takes 15 minutes. Time is money. Moxo is the only business we have worked with that keeps its word about always being available if we need assistance. We have had the same point of contact from day one, and he is patient and kind as we learn to navigate our app. **What do you dislike about Moxo?** We initially had issues with the ease of navigating on the app, specifically related to workflows. Moxo has been working on making the app more user-friendly. Our clients have had zero issues with the app. Our biggest problem with Moxo is that they limit the number of users at our price point. We are considering other options since this stifles our ability to grow and increase our revenue. That's a big problem for any small business. We are still utilizing other systems for our initial contact with potential clients that reach out to us. The inability to move a potential client into the app right after first contact is a problem. This affects our revenue, makes for a clunky start for our potential clients, and limits our growth. We want to feel supported by Moxo and set up for success and growth without limits. **What problems is Moxo solving and how is that benefiting you?** Streamlining our communication. ### 18. Powerful Workflow Engine That Keeps Our Projects Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Moxo?** Moxo makes it easy to structure workflows that would otherwise get buried in emails and texts. The ability to assign roles, create tasks, and house all communication in one place has helped our team keep projects moving without dropping the ball. The mobile app is solid, and the workspace flexibility lets us tailor each experience to how we actually work. Visibility and accountability are built in. **What do you dislike about Moxo?** There are areas where API functionality and third-party integrations could be expanded. Some customizations require workarounds, and template management can be rigid depending on how deep you’re building. It’s not always plug-and-play for unique use cases, but with the right structure, you can make it work well. **What problems is Moxo solving and how is that benefiting you?** Moxo centralizes our workflows and streamlines communication across teams. It replaces scattered tools and keeps everything moving in one place, which has saved us time and improved accountability. ### 19. Inevitable Flow building platform **Rating:** 5.0/5.0 stars **Reviewed by:** Rae H. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Moxo?** The functionalities are good! I love its flexibility and its frequent updates. The integration is just one click within the site offering Zapier as an alternative, providing more flexibility in deciding what you want to integrate instead of how you can integrate. Zero programming is really user-friendly, especially for non-tech users. Huge appreciation to our Customer Success Manager, Aakash, for his hard work, spontaneous responses, and endless support! His dedication makes a real difference every time. **What do you dislike about Moxo?** Cannot wait for the upcoming updates. I'm always not satisfied and want to have more to achieve on Moxo. To be honest, Moxo is not a fully mature platform at this point but it might be worthy seeing Moxo grow and be fully equipped. **What problems is Moxo solving and how is that benefiting you?** Moxo can make all sorts of information sources we have right now into one. The integration with other apps/platforms/systems, the documentation storage and flow template storage are incredibly helpful. ### 20. Incredibly Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor K. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Moxo?** MOXO has truly helped speed up our process. It us to take our company 10 to 12 weeks to complete the hiring process, but now with using MOXO, on average it's 7 to 9 weeks. This is huge for our company. **What do you dislike about Moxo?** The only downside that we have noticed is that sometimes it can look a little messy with the number of "clients" we have in our dashboard. We really wish we could have a folder for each step and for each client that is on that step to be in the matching folder. **What problems is Moxo solving and how is that benefiting you?** MOXO has made our onboarding process smoother. It used to take so much time to credential a new provider or "client" and everyone always felt lost. They never knew how far along in the process they were or what steps they needed to complete. MOXO made everything so much clearer, not only for our providers but also for our admin team. Each person can see which step they are on and how much longer they have in the process. This has cleared up time for our admin team to work on other projects. We no longer have to babysit the credentialing process. It has truly helped us in every way. ### 21. efficient and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Saher M. | Head of Design, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Moxo?** the ability to share and store information **What do you dislike about Moxo?** its not easy to track tasks fast, it can be improved with sheets or collective charts **What problems is Moxo solving and how is that benefiting you?** storing all work and tasks on hand ### 22. Excellent Customization and Support, But Pricey for Canadians **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Moxo?** Customization and the support and help we get when we reach out **What do you dislike about Moxo?** pricing (in USD it's very expensive for Canadian users **What problems is Moxo solving and how is that benefiting you?** Calendar integration ### 23. Good experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Moxo?** The product is versatile and ever-evolving, and the support team is incredibly helpful. **What do you dislike about Moxo?** Improvements in the platform can sometimes take months to develop; it would be helpful to have more insight into updates (both planned and activated) **What problems is Moxo solving and how is that benefiting you?** Moxo is helping my company host a unique consulting service for our clients. ### 24. Successful in Streamlining Business Goals **Rating:** 5.0/5.0 stars **Reviewed by:** Ryhan A. | Head of Talent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Moxo?** I like that everything is very organized and user friendly. The customer support is also very helpful and appreciated. **What do you dislike about Moxo?** I can't think of anything that I dislike just besides wanting more features or automations to be implemented. **What problems is Moxo solving and how is that benefiting you?** Organization of onboarding steps. As we onboard new creators, especially a lot all at once, it is very helpful for me to be able to see everything in one place. ### 25. Helped us build a custom app platform for our services **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda B. | Integrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2024 **What do you like best about Moxo?** What I like most is the responsiveness of the moxo team. They quickly answer questions or take it to the internal team for direction. They have also taken ideas we've had for the platform and submitted them for future applications. The team has been very collaborative and helped us achieve our goal with the app a lot faster than anticipated. The platform is relatively easy to use and the team was patient to walk us through the new items. We use our app daily as our main source for internal and client communications. **What do you dislike about Moxo?** The only downside to note is waiting for new implementations to take place that would be useful now. We've share a lot of ideas and most of them are pending future updates. **What problems is Moxo solving and how is that benefiting you?** Moxo gave us a platform to house our app-which allows for more frequent communication between us and our client. This helps us with retention and timely communication for our team and our clients. ### 26. It's a good that we can organise some of our front office work using Moxo **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Moxo?** The product is very reliable. No bug. Files are downloaded and uploaded seamlessly. **What do you dislike about Moxo?** It's not based or has office in Vietnam. **What problems is Moxo solving and how is that benefiting you?** Internal communication among front office team. ### 27. Moxo has been great for automating our communication and workflows with clients **Rating:** 4.5/5.0 stars **Reviewed by:** Nima S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2025 **What do you like best about Moxo?** The workflows are my favourite part of Moxo, they automate our work **What do you dislike about Moxo?** I would say the only downside is that I can't get a completely whitelabled version of the platform with 0 Moxo branding **What problems is Moxo solving and how is that benefiting you?** Automating comunication & workflows, centralised client comunication, client onboarding automating ### 28. Wonderful platform for repetitive processes **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda D. | Director of Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Moxo?** Moxo is easy to use as an admin setting up the system for in internal team, and also easy to use for external clients as well. I love that the Moxo team is available in our support thread with short turnaround for any questions I have. It is exciting to see frequent system updates with valuable added features. **What do you dislike about Moxo?** Moxo has some limitations for permissioning internal users, that I would like to see more customization avaliable. **What problems is Moxo solving and how is that benefiting you?** We use it for filling in an application and as a secure portal to submit sensitive financial documents. ### 29. Review web portal **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Moxo?** MOXO is helpful in having a secure web portal to send sensitive documentation to our customers. **What do you dislike about Moxo?** When customers get notification from us that they have received a conversation, the email is very informal and a few of our customers thing what they receive is spam. **What problems is Moxo solving and how is that benefiting you?** Being able to send secure documentation to our customers and having ways to communicate with them once a document is sent. ### 30. Moxo Revolutionized my nonprofit! **Rating:** 5.0/5.0 stars **Reviewed by:** Leah G. | Outreach Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Moxo?** I love Moxo for it's customization and the amazing tech support team. They are always adding new features and making improvements on their platform. **What do you dislike about Moxo?** The only downside about Moxo is the fact that, like any technology, it can malfunction and can be frustrating to troubleshoot. Moxo has been with us every step of the way everytime something has come up. **What problems is Moxo solving and how is that benefiting you?** Helping us upgrade from email to a portal system that makes it easier and more efficient for our volunteers to access information. ### 31. Amazing Customer Management and Workflow Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda L. | Owner, Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Moxo?** What I love about moxo is that it is very user friendly, very intuitive, and makes customer management much simpler and more organized. It also makes client communication so much easier on both ends. **What do you dislike about Moxo?** Just getting used to using a new product and retraining our team to use a new system can be challenging, but it's really nothing bad about Moxo, just adjusting to a new product. **What problems is Moxo solving and how is that benefiting you?** We have about 55 active customers with very complex campaigns containing lots of information, details, and communication back and forth. We were getting emails lost and having to search through inboxes and save in folders that clients couldn't access. Now with moxo, all email communication is now within our workspaces, and all forms, files, images, etc can all be uploaded and saved through our forms and flows in their dedicated customer workspaces. Everyone is more organized, has more access and visibility, and is more satisfied with the partnership! ### 32. Excellent service and onboarding. **Rating:** 5.0/5.0 stars **Reviewed by:** Matt M. | Performance Marketer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Moxo?** The onboarding team has been excellent, addressing all our questions and helping us fully leverage the platform for our specific needs. The platform itself is smooth and reliable, with no bugs encountered so far. New features are frequently added, enhancing its functionality. **What do you dislike about Moxo?** Cost. It is a fairly expensive investment. **What problems is Moxo solving and how is that benefiting you?** We faced challenges managing lengthy projects (3+ months), often dealing with long email chains where information could get lost, leading to misunderstandings. Moxo has streamlined our process by keeping communication centralized and organized, helping customers clearly see where they are in the project timeline. ### 33. Moxo: the CRM tool with a lot of potential. **Rating:** 3.0/5.0 stars **Reviewed by:** Jordan D. | Admin Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Moxo?** Moxo is easy to use, It wasn't hard to implement a workflow that our clients can follow. Moxo has great customer support. If I run into an issue, I can easily contact them to find a solution. **What do you dislike about Moxo?** There are a lot of QOL features missing. The app feels like a work in progress. Small Buttons, means our clients miss where they need to upload. The ability to attach files to chat means its easier for clients to attach in chat instead of in the step itself. **What problems is Moxo solving and how is that benefiting you?** It keeps all communication with the customer within one portal. It's easy to see what steps the client is on, and how we can assist them. ### 34. Growing with Moxo since 2022: Less Manual Work, Better Communication, Results & Productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Vivian C. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2024 **What do you like best about Moxo?** I got to a point where I was so tired of working with CRMs who don't prioritize cybersecurity, who take forever to respond or never respond, who promise features but don't deliver or deliver years later or CRMs that are ran by AI bots. Moxo on the other hand, has the friendliest, hardest working staff I've ever interacted with. This platform is encrypted, making the platform super secure. Their response time in my experience is always within 2 business days or less. I get personal meetings with their staff who are always patient with me and my team and they always appear happy to help us. Additionally, I can recall moments where I inquired about a feature, they promised it, it launched, and lived up to my expectations. To name a few features that come to mind, pinning groups, flows that are non-sequential, being able to add attachments to the comment section under a To-Do, and integrations with outlook and monday. Not to mention it's reassuring and exciting when I request a feature, they are usually already working on it. Even better when they tell me they will implement it soon, their idea of soon being within a few weeks or months whereas I'm expecting it in a few years based on my experience with other CRMs. I could go on and on but I'll conclude with my overall thoughts. Ever since choosing to work with Moxo back in 2022 I can confidently say, my communication with my team & clients has significantly improved. Because of Moxo's own growth in working towards new features, better templates and overall technology, as a business owner I work less on manual tasks while my business maintains and even grows in its productivity. Since the beginning they have been quick to find solutions for my team. Having said that, I can tell they actually care about our individual experience on the platform and strive for our satisfaction. I look forward to even more features, less bugs, and further growth with Moxo. **What do you dislike about Moxo?** There are a few bugs every now and then such as: -Not being able to tag individuals with the @ symbol. -Issues saving the changes when trying to edit messages. -On outlook, having to reconnect the moxo plugin by logging in. (I'm also looking forward to the reocurring meeting setup from outlook using the plugin) I'm not a big fan of the notes feature, I feel like the "updated a note" notification that stays in the group is unecessary in many cases, I don't like that it fills the group with that empty content, especially as someone who makes frequent minor edits and saves just as frequently.Personally, I'd like the option for more tools such as a print button, add comment feature, add an image, a simple table with columns and rows (not necesarily a smart table with filters or anything, that might be too complex for now). I would use the notes more if the design was a bit easier on the eyes, if it looked like a document instead of the notepad that stretches accross the entire screen for example. Just my personal preferences. **What problems is Moxo solving and how is that benefiting you?** -Enhanced communication with clients and my team. -It's a secure, organized and well designed platform for my business internal/external use. -It's great at automating manual tasks, and is a great overall all-in-one app accessible on web, desktop and mobile. -Works with integrations that I find useful such as monday and outlook. ### 35. Game-Changer for Client Communication and Streamlining Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Moxo?** Moxo consolidates all processes—e-signatures, forms, chat, document sharing, and task assignments—into one secure platform. It’s like having a personal assistant who organizes everything and hands it to you right when you need it. I spend 20% less time managing files and tasks because everything is easy to find and share. Moxo reduces meeting and phone call time by streamlining internal and external communication and task management. Assignments, documents, and instructions are all in one place, making follow-up unnecessary. Its HIPAA compliance and custom portals ensure data security. The platform simplifies my workflow, and exceptional customer support from Prakruthi Jain has made learning it smooth. **What do you dislike about Moxo?** I was my own biggest challenge when I first started using Moxo. I had to reorganize and retrain my brain to embrace this intuitive tool. It took me a minute to let go of old platform frameworks while building workflows, workspaces, using the library, and working with templates. Honestly, there’s no downside to using Moxo—it’s all about adapting your mindset from the start, especially when setting up the backend. And if you need help, don’t hesitate to ask! The support team is world-class. Moxo is also constantly seeking our feedback and implementing improvements. As for the client interface, it’s a breeze. Everyone finds it easy and intuitive. My advice? Embrace the help and enjoy the simplicity it brings to client communication! **What problems is Moxo solving and how is that benefiting you?** Streamlining Client Communication – All interactions, including chat, document sharing, and e-signatures, happen in one secure platform, reducing confusion and back-and-forth. Centralizing Task Management – Tasks can be easily assigned with all necessary documents attached, eliminating the need for follow-up emails or meetings. Reducing Time Spent on Administrative Work – I spend 20% less time searching for files and managing tasks because everything is organized in one place. Improving Workflow Efficiency – Moxo’s integrated platform allows me to consolidate workflows, from onboarding clients to managing ongoing projects, making processes smoother and faster. Ensuring HIPAA Compliance – Moxo provides a secure, compliant environment for handling sensitive client information, a critical need in healthcare. Minimizing the Need for Meetings and Phone Calls – With everything consolidated in Moxo, much of the communication and updates happen within the platform, reducing the need for lengthy meetings or calls. Providing a Custom Client Portal – Moxo offers a tailored experience for clients with protected access, simplifying their interactions and enhancing the client experience. Facilitating Easy Client Onboarding – Clients find the interface intuitive, which simplifies onboarding and makes the entire process easier for them. Improving Accountability and Tracking – The ability to assign and track tasks ensures that nothing slips through the cracks, enhancing team accountability. Continuous Improvement Based on Feedback – Moxo actively seeks feedback to improve the platform, ensuring it adapts to my evolving needs. ### 36. HAS HELPED OUR DEPARTMENT IMMENSELY **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Moxo?** Easy for customers to register. Easy and fast communication with customers. Reduces a great amount of emails. Group mailings are a breeze. Easy to follow thread and also able to attach and download documents, correct anything at any time. Mobile app. Use it with all of our customers, safe and reliable. They listen to our needs and help to better ourselves with regards to our customer service. Customer service is A1 !! **What do you dislike about Moxo?** At this moment nothing bad to say at all. **What problems is Moxo solving and how is that benefiting you?** The main thing is privacy, anti fraud and reduction of emails ### 37. Very helpful assistance from customer success team. **Rating:** 4.0/5.0 stars **Reviewed by:** Lyndon L. | Director - Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Moxo?** We can create our own Tabono app which looks very professional. Dealing with the team with customized widgets and information on the app. It is very reliable and customizable for different cases. The customer success team are also very helpful. Aakash is always responsive and willing to help. He gives personalize and hands on assistance. He also follows up on each cases that we implement such as introducing forms, workspaces, and workflow internally and to client. It looks professional and **What do you dislike about Moxo?** I was not able to create form on mobile app. I also tried to use the form, and it needs more functionality and more features, ie, a section where I can write a free text. As a business and internal user, I would also need to log in via website to invite clients. **What problems is Moxo solving and how is that benefiting you?** The workflow and the different stages of the process in terms of onboarding the client. The workflow allows me to see at which stage in the onboarding section. I can also add new actions and customize according to each different cases ### 38. So many functions in the one platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Moxo?** I appreciate that the functions can be customised to our unique company needs. The platform is also very sleek, and the support team is very responsive and personable. Moxo is also committed to continual improvement and is open to hearing our feedback. **What do you dislike about Moxo?** The video calling function is great, but it could be improved by allowing floating videos during calls - to allow participants to see each other during screen sharing and when changing window views. **What problems is Moxo solving and how is that benefiting you?** The ability to have chat, file sharing, and video call all in the one platform. ### 39. Putting the Pieces Together **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse B. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Moxo?** I have been able to bring my dream of digital delivery and implementation of financial planning to life for my clients. **What do you dislike about Moxo?** So far having the ability to simulate a client's portal is a big missing feature. I am not able to show them what things look like or help them when they are stuck on a step. It would be nice to have more control over notifications as well. **What problems is Moxo solving and how is that benefiting you?** It is funnuling all of our client facing processes into a single place helping us help clients faster and with greater accuracy and personalization. ### 40. Great customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Moxo?** the B2B sales support were very helpful and accommodating to our requests. They dont just give out a manual for you to read on, but actually help you, side by side on resolving matters. The improvement/update on workspace builder made it easier for the user to modify. Integrations are also great! The Moxo app itself is really easy to use. **What do you dislike about Moxo?** Excessive email notifications for actions required and the fact that there is no notification for completing milestones which for us, should actually be the highlight of the app. **What problems is Moxo solving and how is that benefiting you?** Secure document collection. As we are dealing with sensitive client info, having a secure portal is very important rather than using emails ### 41. Massively Simplifying our Client Journey! **Rating:** 5.0/5.0 stars **Reviewed by:** Dylan D. | Principal Finance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Moxo?** How it streamlines everything - it’s helped us increase our efficiency, effectiveness and productivity. **What do you dislike about Moxo?** Not a whole lot at this point in time. I think it’s been a terrific platform to use so far. **What problems is Moxo solving and how is that benefiting you?** Consolidation of our tech stack has been huge for us. ### 42. Moxo provides secure communication & file transfer with a professional and uncomplicated interface. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Moxo?** Ease of administration, professional appearance **What do you dislike about Moxo?** Some of the features are not a fit for us, for instance the mobile apps and the workflows. These don't detract from our usage, but the Moxo team is persistant in suggesting features we don't need. I do not like having to re-articulate our use case on every call with Moxo. I do appreciate the diligence from the team as they try to make suggestions. **What problems is Moxo solving and how is that benefiting you?** Moxo provides secure communication & file transfer with a professional and uncomplicated interface. ### 43. Increased Efficiency, Enhanced Team Communication, Elevated Client Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Corey J. | Owner / Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2024 **What do you like best about Moxo?** Moxo has significantly increased the how efficiently my business operates! Tasks are completed quicker and my team is able to communicate more effectively with each other through the Moxo platform. My clients also have a more seamless experience while interacting with our business with the ability to communicate with our consultants and track the progress our the projects we are completing for them. **What do you dislike about Moxo?** In the beginning, I had to learn how to make the platform work with other tools that my company uses. The Moxo support team, however, took the time to team me how tow to connect everything and make them work together. Moxo has been and currently adding several new integrations and automations that has further enhanced the efficiency of our operations. **What problems is Moxo solving and how is that benefiting you?** Moxo helped to solve my team collaboration and client communication issues. ### 44. Empowering Client Connections: Our Experience with the HelloLedger App powered by Moxo **Rating:** 4.5/5.0 stars **Reviewed by:** Leonie M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2024 **What do you like best about Moxo?** Moxo has allowed us to create our own HelloLedger Client Studio app, which not only looks professional but is also very user-friendly and intuitive. It has significantly simplified and organised customer management, and enhanced client communication, making it easier for both parties. Additionally, the customer success team, particularly Rajiv, provides outstanding support. His responsiveness, personalised assistance, and diligent follow-ups on each case, whether it's introducing forms, workspaces, or workflows, new updates and enhancements, have greatly contributed to our efficiency. The level of professionalism and care we've received from Moxo is exceptional, underscored by their beautiful UI which our clients and I love. **What do you dislike about Moxo?** So far, there's nothing to dislike. The integration process was smooth, and the extensive features offered by Moxo have met all our needs. As we continue to expand our business accounting and advisory services, I'm looking forward to extending the benefits of our HelloLedger app, powered by Moxo, to even more clients. **What problems is Moxo solving and how is that benefiting you?** Moxo has addressed several key challenges in client communication and data management. It’s been our experience that clients struggle with locating specific emails and information in their inboxes or on computers, leading to delays and inefficiencies in responding to queries. This back-and-forth makes it difficult to track which queries or information had been addressed. With our HelloLedger app with Moxo, all email communications are now centralised within our HelloLedger workspaces. This integration allows us to create custom forms for requests as well as allowing for all files, images, and data to be uploaded and saved, in our own folder structure by year etc, streamlining the entire communication flows and information organisation. Also, we’ve streamlined the client onboarding processes as we can now logically step out the information required from clients, making it easier for them to complete their onboarding smoothly. We also use the HelloLedger app with Moxo to keep our clients informed with the latest tax changes, practical tips, and personalised advice. We can share our latest website and blog post updates as well as social media updates into the platform, empowering our clients with the knowledge they need to make informed decisions, driving their businesses forward. ### 45. Amazing Client Service the unbelievable constant support **Rating:** 5.0/5.0 stars **Reviewed by:** JAMES R. | Managing Director Search returned no results, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Moxo?** The best thing about Moxo is the unberleavbale client service and support I have recieevd since the first time we spoke. I have never expieranced such a high level of both proffesionlism and also Caring from a vendor. My Account Manager Sampriti has gone above and behond every time I have asked her for any assance or help no matter how big or small my question or issue was. She is handsdown the best relations Manager and support ive ever worked with in the finance industry. Moxo platfrom is so user friendly and cleaver how it works, was so easy to implement , never crashes , and is a perect fit for our business. I would recommned Moxo to anyone looking for this type of Platform. **What do you dislike about Moxo?** The only downside in Moxo is they dont offer a service for my other requirnments as I woul give them all of my business. **What problems is Moxo solving and how is that benefiting you?** Is solves the need to not have other products like Client chats, emails etc ### 46. Moxo has been nothing short of fabulous to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Brad B. | Founding Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2023 **What do you like best about Moxo?** Their support team is across the board. Trying to get a start-up off the ground is no easy task. Everyone at Moxo has been fantastic to work with. Helpful across the board **What do you dislike about Moxo?** I don't have any complaints. They have been great! **What problems is Moxo solving and how is that benefiting you?** Their systems are making our chaotic process, simple ### 47. K&A experience **Rating:** 5.0/5.0 stars **Reviewed by:** Kesha N. | Co owner, CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Moxo?** I like having a safe place where i can communicate with clients and our team **What do you dislike about Moxo?** It is a bit expensive for a small business, but they have worked with us so im appreciate of that. **What problems is Moxo solving and how is that benefiting you?** We wehere all over the plae with actual communication and different services now it's all in one place ### 48. A very good communication app for a school, but a couple more to be done to make it perfect for us. **Rating:** 3.5/5.0 stars **Reviewed by:** Lawrence Chun Fai L. | Associate Principal (IT), Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2024 **What do you like best about Moxo?** Privacy - No individual mobile numbers required for sign-in. Security - Not open to public, so phishing by external & unauthorised users not possible. Conversation management - Centralised & fully controlled by our school. Workflow automation - Good but not quite tailor made for us to make good use of. **What do you dislike about Moxo?** Enhancements expected - We as a Moxo client would like to make better use of the App to “automate” our work and so to improve our work efficiency. We have made good use of E-Sign and Approval. We also see that Acknowledgement is good for us as a school. However, it will be excellent if the functionality can be enhanced for our distribution of messages to all class groups every school day. We believe that the enhancement is not only excellent for us but also excellent for the education sector. We do not simply want to mention to other schools that Moxo is our “WhatsApp”, but we do want to tell them that Moxo is more capable for schools than “WhatsApp”. **What problems is Moxo solving and how is that benefiting you?** Serving as a day to day communication app. ### 49. One stop platform for org needs **Rating:** 4.5/5.0 stars **Reviewed by:** Divya G. | AVP, CEO Office, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Moxo?** Easy to use and onboard people and teaching them how to use it i.e implementation One stop platform for all internal and client communciation Moxo features are useful Able to use everyday Excellent customer support **What do you dislike about Moxo?** Notification center is missing, needed hightime to send one kind of notification to all users at one UI can be improved **What problems is Moxo solving and how is that benefiting you?** Communication tool, security and regulations requirements ### 50. Moxo was super user friendly and easy to navigate. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Moxo?** Moxo was simple to learn and effective for document creation, sending, and sharing. Customer support was consistent and helpful. **What do you dislike about Moxo?** There were only a few features that Moxo lacked that other software offered for document creation. **What problems is Moxo solving and how is that benefiting you?** Moxo helped us create a way to communicate with our customers that required a lot of document sharing with them. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-16+19%3A46%3A02+-0500&secure%5Bsession_id%5D=4bc7e1e4-15d6-4e01-9da8-2c81aa9efea0&secure%5Btoken%5D=d082cf777f2e6e5ede3b1b81f2aceeb770d6b8c83c8fea574e37b29b90aabd1c&format=llm_user) ## Moxo Integrations - 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[Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Webhook Relay](https://www.g2.com/products/webhook-relay/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Moxo Features **Setup** - Activities - Flows - Dependencies - Notifications **Channels** - Multi-Channel Coverage - Open Listening **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Onboarding Setup** - Workflows - Templates - Checklists **Generative AI** - AI Text Generation - AI Text Summarization **Functionality - Process Orchestration** - Peak Demand Handling - Process Customization - Process Automation - Workflow Management - High-Stakes Process Automation **Workflow Design & Integration - AI Orchestration** - Dependency Management - Workflow Coordination - Multi-Provider API Connectivity - Multi-Step Workflow Creation - 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 - 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