--- title: Moxo Reviews meta_title: 'Moxo Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 194 reviews by the users' company size, role or industry to find out how Moxo works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 194 scale: '5' date_modified: '2026-08-09' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # 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 praise the **ease of use** of Moxo, appreciating its user-friendly interface and seamless integration with other systems. (76 reviews) - Users commend Moxo's **exceptional customer support** , highlighting their willingness to assist and enhance the user experience. (68 reviews) - Users appreciate the **effective team collaboration** in Moxo, seamlessly coordinating tasks and enhancing communication. (39 reviews) - Users commend Moxo for its **responsive support** , ensuring a seamless experience and valuable assistance when needed. (35 reviews) - Users find Moxo's **communication features** invaluable for streamlining client interactions and enhancing collaboration. (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 that **missing features** like client portal simulation and enhanced notification controls limit Moxo's functionality. (39 reviews) - Users feel Moxo lacks **key features** , like client portal simulation and better notification control, impacting usability. (28 reviews) - Users find Moxo **lacking essential features** like client portal simulation and advanced calendar integrations, affecting usability. (22 reviews) - Users find **limited customization** in Moxo, lacking features like client portal simulation and advanced notification controls. (22 reviews) - Users find **integration issues** with Moxo, particularly in calendar syncing and automation, affecting overall usability. (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 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. ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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 ### 13. 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. ### 14. 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. ### 15. 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 ### 16. 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. ### 17. 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. ### 18. 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. ### 19. 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. ### 20. 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. ### 21. 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! ### 22. 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. ### 23. 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. ### 24. 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. ### 25. 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. ### 26. 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 ### 27. 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 ### 28. 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. ### 29. 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 ### 30. 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. ### 31. 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 ### 32. 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 ### 33. 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 ### 34. 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. ### 35. 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. ### 36. 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 ### 37. 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. ### 38. 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. ### 39. 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 ### 40. 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. ### 41. 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 ### 42. 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 ### 43. 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. ### 44. 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. ### 45. 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! ### 46. 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 ### 47. 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. ### 48. 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. ### 49. 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. ### 50. 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. ## 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?filters%5Bsentiment_snippet%5D=1737405&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+22%3A07%3A21+-0500&secure%5Bsession_id%5D=07dcb5a9-1fdb-4c40-8260-ac473642c758&secure%5Btoken%5D=c54586613e901abaa56ebf6ce49dd04f4ec7423df78908366e5b73559a4fa300&format=llm_user) ## Moxo Integrations - [Airtable](https://www.g2.com/products/airtable/reviews) - [Box](https://www.g2.com/products/box/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Designer Task](https://www.g2.com/products/designer-task/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Outlook Converter](https://www.g2.com/products/outlook-converter/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [QuickBooks Payments](https://www.g2.com/products/quickbooks-payments/reviews) - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) - [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 **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **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 - Generative AI **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 - Batch Communications - Multi-Channel Communication - On-Demand Communications - Interactive Content **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application - Engagement Tracking **Project Tracking** - Monitoring - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **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 **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development - No-Code **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Generative AI** - Generative AI **Generative AI** - AI Text Generation - Generative AI **Governance & Compliance Controls - AI Orchestration** - Regulatory Compliance - Governance Policy Enforcement - Role-Based Access Control - Audit Trail Management - Security Protocols **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Additional Functionality** - Chat/Messaging - Customer Database - Customizable Branding - Call Recording - Autoresponders - IVR - Email Management - Template Management - SMS Messaging - Surveys & Feedback - Content Management - Knowledge Base Management - Compliance Management - Multi-Language - Interaction Tracking - Third-Party Integrations - Social Media Integration - Workflow Management - Customer History - Activity Dashboard - AI Copilot - Video Support - CRM - Inbox Management - API - Alerts/Notifications - Feedback Management - Reporting & Statistics - Collaboration Tools - Activity Tracking **Collaboration** - Access Controls/Permissions - Data Unification - Accessibility - Process Routing - Real-Time Data - Role-Based Permissions **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Process Development** - Process Routing **Additional Functionality** - Rules-Based Workflow - Mobile Access - Document Storage - Data Import/Export - Collaboration Tools - Document Management - Real-Time Reporting - Customizable Forms - Activity Dashboard - CRM - Process Modeling & Designing - Drag & Drop - Task Progress Tracking - API - Calendar Management - Audit Management - Commenting/Notes - Forms Management - Alerts/Notifications - Reporting/Analytics - Configurable Workflow - Graphical Workflow Editor - Data Visualization - Workflow Management - Process Change Tracking - AI Copilot - Email Management - Templates - Real-Time Updates - Approval Process Control - Customizable Fields - Version Control - Forms Automation - Customizable Templates - Compliance Management - Activity Tracking - Single Sign On - Task Management - Customizable Reports - Business Process Control - Business Process Automation - User Management - Audit Trail ## Top Moxo Alternatives - [Assembly](https://www.g2.com/products/assemblysoftware/reviews) - 4.7/5.0 (326 reviews) - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews) - [Slack](https://www.g2.com/products/slack/reviews) - 4.5/5.0 (37,517 reviews)