Moxo Reviews & Product Details

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is nothing I can fault Moxo for; I see consistent development and growth within the team, which i highly appreciate! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I don't have anything negative to say, our support team is responsive, they listen to our requests, and action them quickly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Nothing! I have no criticism only praise! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

{"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."} Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

I have not found any dislikes at this time. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I do wish the filter features had a date feature Review collected by and hosted on G2.com.