--- 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: '2026-07-17' 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. Seemless customer experience for a customized portal **Rating:** 5.0/5.0 stars **Reviewed by:** Megan K. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Moxo?** Easy to navigate & offers a ton of flexibility to customize your workflow solutions. **What do you dislike about Moxo?** I have zero complaints! Everything I have used it for so far has been seemless **What problems is Moxo solving and how is that benefiting you?** The client I used MOXO for was doing everything manually. I build them a client & internal facing portal with communication workflows that allowed for quick easy knowledge transfer & communication. ### 2. Continuous Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Moxo?** Moxo platform is very user-centric. Whenever we found a function that is not working well or a function we wanted to have, Moxo CSM Aman is very receptive and proactive to pass on the recommendations to development team. Throughout the year we use Moxo there are already several major improvments. **What do you dislike about Moxo?** There is limitation on branding with the basic subsription. In order to take out moxo name or from the domain, there will be an extra charge. **What problems is Moxo solving and how is that benefiting you?** We want our client to have an all-in-one experience and to handle everything about our services in one portal and mobile application. ### 3. Excellent tool for management **Rating:** 5.0/5.0 stars **Reviewed by:** Nilibeth S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Moxo?** Moxo is a very friendly platform where you can exchange information with clients and let them see full progress along the way. **What do you dislike about Moxo?** Everything has worked well for us. We are expecting to see all updates that may come in the future. **What problems is Moxo solving and how is that benefiting you?** Moxo has helped us to communicate in a much easier way with our clients, exchanging information and being informed in real time about all the activities throughout the process. ### 4. Moxo has helped elevate my business and improve client experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jason T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Moxo?** The product exceeded my expectations, and the support team has always been responsive to any issues. **What do you dislike about Moxo?** Thus far, I have not experienced any significant dislikes. The only improvements I could see recommending would be if the e-sign capability functioned without integrating DocuSign. Secondly, the ability to automatically assign new clients to an administrator would benefit our team's productivity. **What problems is Moxo solving and how is that benefiting you?** The client portal streamlines our business processes, client onboarding, and transaction flows, stores all communication between internal team members and clients, and sets our business apart from the industry standard. ### 5. Seamless, from Sales to Customer Success. **Rating:** 5.0/5.0 stars **Reviewed by:** Coach L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Moxo?** Moxo is unique in that the product is truly innovative, and the platform and infrastructure is enterpirse grade maturity. As I push the limits of what is possible in my domain, the Moxo team have been relentless in helping me build the Moxo platform around my mission. **What do you dislike about Moxo?** I would like to see a few more custom integrations, but otherwise things are great considering the stage of Company they are at. **What problems is Moxo solving and how is that benefiting you?** The ability to deliver sequenced instructions and education to my coaching clients is a significantly more productive and personal environment that putting them in a general LMS environment. ### 6. CEO **Rating:** 4.5/5.0 stars **Reviewed by:** Chris A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Moxo?** The system work well with our current system **What do you dislike about Moxo?** We are unable to move people from Internal to Client or Client to Internal without deleting the the person **What problems is Moxo solving and how is that benefiting you?** This is allowing us to have a better communication with our clients ### 7. Great experience using the Moxo workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about Moxo?** Love the workflows; so easy to use and implementation. Thieir workflow system takes a process that could otherwise be confusing and guides our clients smoothly through our registration and planning process. **What do you dislike about Moxo?** Them trying to get me to use the app all the time **What problems is Moxo solving and how is that benefiting you?** Moxo simplifies a complicated process for our clients. ### 8. Ease of Use and Ad Hoc Features **Rating:** 5.0/5.0 stars **Reviewed by:** Krutarth S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Moxo?** Its user-friendliness and ad hoc features **What do you dislike about Moxo?** There is nothing which I dislike about Moxo **What problems is Moxo solving and how is that benefiting you?** File transfer ### 9. My experience with Moxo has been incredible thus far! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Moxo?** My life is extremely busy, so it helps that Moxo lets me keep all my work files neatly organized in folders. I also love that it allows me to communicate directly with my clients while sharing files and/or following up with them. **What do you dislike about Moxo?** Honestly, I haven't had any situations yet where Moxo didn't do what I signed up for it to do. **What problems is Moxo solving and how is that benefiting you?** Moxo allows me to safely send and receive sensitive financial information which is necessary for me to operate my business. ### 10. Client Interactions Made Simple **Rating:** 3.5/5.0 stars **Reviewed by:** Shawndrell L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Moxo?** Automating and organizing the flow of information and client communication. **What do you dislike about Moxo?** Clients need to be able to book meetings based on internal user calendar availability. **What problems is Moxo solving and how is that benefiting you?** Saves back n forth time with client. Solves collecting payments as a process step in a flow and requesting documentation before preceding to next step in sequence. ### 11. Moxo Portal Review: Seamless Access and Exceptional Support **Rating:** 4.0/5.0 stars **Reviewed by:** Priyanka D. | Educator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Moxo?** With its user-friendly accessibility, the Moxo team is always available to provide guidance and assistance whenever support is needed **What do you dislike about Moxo?** I occasionally encounter issues in my portal where there are unexpected color changes, and the background appears in black and white **What problems is Moxo solving and how is that benefiting you?** The Moxo portal has genuinely transformed my online teaching experience. Its user-friendly interface, efficient scheduling, easy assignment management, content library, and streamlined workflow have become invaluable assets. With Moxo, I have found a comprehensive solution that enhances my productivity, simplifies my online teaching journey, and ultimately contributes to my business success. ### 12. It’s an ok system for basic usage **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2023 **What do you like best about Moxo?** It's a nice basic system for creating workflows for onboarding clients. **What do you dislike about Moxo?** The inability to use the quick links as promised. And the ability to authenticate the users seamlessly so they can access different portals is also a missing feature that was promised. Overall I'm ready for my contract to end. **What problems is Moxo solving and how is that benefiting you?** Not solving any problems or offering any benefits at this time. I'm still using previous platforms to fill the void. ### 13. Very Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Leonela L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2023 **What do you like best about Moxo?** I think Moxxo is very useful for client management. It has helped us with our process **What do you dislike about Moxo?** I would like to have email sent automatically to our clients **What problems is Moxo solving and how is that benefiting you?** It helped with our client communication and has made easier the documents sharing ### 14. Very easy to use, seamless experience **Rating:** 5.0/5.0 stars **Reviewed by:** Dayn G. | Counsellor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2023 **What do you like best about Moxo?** How quick is it and how everything is well designed and in order. **What do you dislike about Moxo?** That there are no ways to create my own different categories of users, I can just use "clients," and everythign is together, so my clients are my actual clients, but my collaborators around the world also enter as clients. **What problems is Moxo solving and how is that benefiting you?** All information is in one place, no more emails where I have to be searching for information. ### 15. Adaptability and responsiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2022 **What do you like best about Moxo?** Initially, I was cautious about using Moxo as a key tool in my customer journey, but it's become a major element, and it was earned. From the customization to the responsiveness to different hurdles, I've enjoyed working with them, and am considering giving them a larger part of my tech stack. **What do you dislike about Moxo?** I would like a native integration with Azure and calendar apps without using. **What problems is Moxo solving and how is that benefiting you?** Allows me to segment, and archive client communications. Provides scalability, and personalization. ### 16. Excellent onboarding with active communication and high touch point. Great effort **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Moxo?** How both the agent and client are working together in tandem in a flow brings us together in our actions and goals **What do you dislike about Moxo?** A spot to Pin key client items to that client such as seen in their chat, but want them connected to the client themselves **What problems is Moxo solving and how is that benefiting you?** - Client eexecutionof tasks - Client approvals required at multiple stages - Execution of documentation - Storage of all key content and discussions - Transparency ### 17. Outstanding Customer Service & User Friendly Software **Rating:** 5.0/5.0 stars **Reviewed by:** Julia F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2023 **What do you like best about Moxo?** I love how easy Moxo is to use and understand. **What do you dislike about Moxo?** So far, I have not encountered a downside. **What problems is Moxo solving and how is that benefiting you?** The biggest problem I had before using Moxo was an overwhelming amount of emails from clients and they didn't cc their co-workers. This has all communication in one place so they can see what has transpired. ### 18. Rockstar support staff **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about Moxo?** The staff and their willingness to help, find solutions and help me give my clients the best experience. **What do you dislike about Moxo?** There are several things that could be added for a better customer experience - quick find function, scheduling messages, video on log in screen to name a few. **What problems is Moxo solving and how is that benefiting you?** Communication with clients and clients getting back to me in a more timely manner ### 19. All that I expected and MORE!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Royce W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2022 **What do you like best about Moxo?** Customer service at Moxo is by far, the best I've ever experienced. They are extremely helpful, very responsive and knowledgeable. The technology team takes my suggestions into consideration and I can see the changes made to enhance the product. They also help train you and your company team on the tools and features within your custom app. They are always willing to hop on a call to make sure that all my needs are met. I can't sing them enough praises. Additionally, they are constantly adding new valuable features to the app and I'm beyond pleased with what they've created. **What do you dislike about Moxo?** Nothing. The features I've requested have been taken into consideration and have either been added or a workaround was found that solved my issue. **What problems is Moxo solving and how is that benefiting you?** The recent release of the workflows solves a major issue that I was having with my processes. As a realtor who specializes in working with first-time homebuyers, getting the steps to my clients in the order they needed them was a challenge. I needed a way to give my clients the steps to the home buying process without overwhelming them with emails. Sending emails was easily manageable with a few clients, but as my business grew, the need for something more automated became a necessity and workflows allows me to automate those processes. I'm in love with Moxo. Moxo also allows me to create a space for my clients to do everything needed in one app. We can communicate, sign documents, submit docs, host video chats and more, all from one app. It cuts down on the confusion for my buyers and keeps all the essential details of the transaction in one spot. Love it! ### 20. Backend portal to manage service and utility accounts for Navigo's clients **Rating:** 5.0/5.0 stars **Reviewed by:** Stuart P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2023 **What do you like best about Moxo?** The support team; flexibility of the technology; user interface **What do you dislike about Moxo?** No real issues at this time. Everything has worked fine. **What problems is Moxo solving and how is that benefiting you?** Centralizing data and files; creating a centralized hub for collaboration; interactive work portal to collaborate with clients and internal teams; secure repository. ### 21. CCM, BIM, CCC, VC and Client Onboarding Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Julia B. | Compliance and Production Support Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Moxo?** Moxo gives me the ability to collaborate with peers and customers via BIM, audio and video calls. **What do you dislike about Moxo?** Client onboarding was a bit complex to conduct during initial stage after implementation. **What problems is Moxo solving and how is that benefiting you?** I relish a lot with Moxo from video conferencing, business instant messaging, document creation to cloud content collaboration. ### 22. Moxo creates a secure and sound space to do great work with my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Sasha E. | Marriage and Family Therapist/Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2022 **What do you like best about Moxo?** Moxo does every single thing I need it to, and it works as well for even my most complicated meetings. Sessions can vary wildly depending on what challenges my clients face and everything has gone seamlessly since Covid changed everything and put us online. Using Moxo I never missed a beat. What I like best is hard to describe, but the best way to say it is that it somehow makes a calmer sort of environment visually so I can better focus in on what I need to do. I didn't feel as relaxed and focused when I tried to use Zoom briefly before I was introduced to Moxo. I was very relieved to have Moxo. **What do you dislike about Moxo?** Really nothing. I would say there is one glitch I work around fairly regularly where at meeting time the already entered email name won't populate in the invite box pre-meeting so it can delay my meeting a few minutes until it works. It doesn't always happen, but I'd say it happens 4 out of 10 times? I also haven't had ease with sending a session video to a client so they could view it when I attached it in our chat. I didn't have time to really try to resolve that -- I am pretty much full throttle all the time. OH, one other thing that happens is that I can't message a new person who just accepted my invite when they show up as accepted until they message me or we meet. Once that happens it is open, so i send forms after our first meeting instead of beforehand. **What problems is Moxo solving and how is that benefiting you?** I love that I can send all the required consent forms and the like and it is secure -- it is super easy and intuitive for both parties plus it is right there if I need it. It solves my need to be comfortable in many meetings throughout the day so I don't feel as desperate to get off the computer -- with other programs/apps I want to get off of it sooner -- not really sure of why this is -- a design thing????? ### 23. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Moxo?** easy to use and very intuitive, customizable with the logo and colors of the company **What do you dislike about Moxo?** does not allow creating mixed workflow, between sequential tasks and non-sequential tasks **What problems is Moxo solving and how is that benefiting you?** facilitates customer management and information management in one place ### 24. Excellent quality of an app that does it all for our business. **Rating:** 5.0/5.0 stars **Reviewed by:** niki b. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2023 **What do you like best about Moxo?** video call, high security, brand customization, flow charts, scan documents using camera, content library **What do you dislike about Moxo?** I think the actions (to-do lists) could be more organized and easier to use. **What problems is Moxo solving and how is that benefiting you?** Moxo has lowered our expenses from using multiple different services to having everything we need to operate our business efficiently inside of Moxo. Our business performance has increased, and using Moxo has made my job much easier. ### 25. Great option for my clients and quick response time from support **Rating:** 4.0/5.0 stars **Reviewed by:** Elissa G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Moxo?** I like how useful it is to keep me and my clients organized. The software has been helpful in my business. **What do you dislike about Moxo?** I dislike the notification option for my client. I would like them to be notified of every step without them being assigned to it. **What problems is Moxo solving and how is that benefiting you?** No problems at the moment. ### 26. I’m proud of making the decision to work with moxo **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos B. | Hospitality Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Moxo?** The streamline and quick interaction with our clients. Efficiency has become the key factor in our company. **What do you dislike about Moxo?** No document collaboration. For example, in order to work on a document, it has to be downloaded, work on the document, and upload it again. It's hard to find a conversation from a glance either from the webportal or apps. However, I know that Moxo has those things on the roadmap. **What problems is Moxo solving and how is that benefiting you?** The lack of communication I had with my clients. The onboarding process. The transparency with my clients. Wising Moxo, it runs smoothly. ### 27. platform **Rating:** 5.0/5.0 stars **Reviewed by:** Elite Medical C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2023 **What do you like best about Moxo?** easy use and good platform for esignatures, creating workflow, attaching templates, files **What do you dislike about Moxo?** none ....................................... **What problems is Moxo solving and how is that benefiting you?** N/A ### 28. Satisfied Services **Rating:** 5.0/5.0 stars **Reviewed by:** Arslan A. | Senior Manager - Business Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Moxo?** It's been an amazing journey since we started working on our project where we have found Moxo team very helpful. There are always some hiccups in any project but all that matter is how well it has been tackled. In our case Moxo team always gave their best and we are lucky to have them on our portal for support. Sampriti, Raga and Aditya are team players and key stars. **What do you dislike about Moxo?** There is nothing to disklike about Moxo team. amazing people, positive attitude, top notch expertise, punctual with deliverables and always there to help or support. What else anyone needs from a service provider? **What problems is Moxo solving and how is that benefiting you?** They have built an application for our consultancy firm and they are providing support with development, implementation and team training. On daily basis, they provides support with any challenges we face with the new application. ### 29. The application is what so many companies are looking for. **Rating:** 4.5/5.0 stars **Reviewed by:** Mike M. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2022 **What do you like best about Moxo?** The compartmentalization of processes! The fact that an admin user can grant access to Affiliated partners or Associates to support clients is incredible. There is a massive small business market there. Companies spend a fortune on development, only to get a sub-par solution to the one that Moxo can provide. I would love to become a brand ambassador for Moxo, or work out a deal on subscription cost. **What do you dislike about Moxo?** I wish that I could customize the Client interface a bit more. The Business and Admin portals are fine, but the Client solution is where people need flexibility. **What problems is Moxo solving and how is that benefiting you?** Moxo made it possible to run my patent pending model as a boot-strapped startup. I was going to have to raise over 200k to do what moxo has allowed me to do for a burn rate of under 1k monthly. ### 30. Experience has been amazing and the support staff that we have lead by Nishant Menon has been great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Moxo?** having moxo to be able to have conversations and the paperwork/paperwork editing has been amazing in that i use moxo more than my email **What do you dislike about Moxo?** i have had a great experience and have nothing negative to mention **What problems is Moxo solving and how is that benefiting you?** having everything into one are has been amazing ### 31. Simple, flexible, and powerful platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Performing Arts | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2022 **What do you like best about Moxo?** While the platform is simple to learn for both clients and internal users, there's a thoughtful combination of features that makes it a very useful tool. **What do you dislike about Moxo?** It could have better calendar integrations. Getting my Moxo events into my Google and Outlook calendars is easy. But getting my Google and Outlook events into Moxo could be easier. It would be great if the Moxo calendar features overall were more robust while maintaining a simple and clean interface. It would also be nice to have the ability to assign our clients to different subgroups who see slightly different portals. **What problems is Moxo solving and how is that benefiting you?** Simply put, it makes working with clients easier. We save time and can deliver better experiences for our clients. ### 32. Great solution for a white-label communication app **Rating:** 4.5/5.0 stars **Reviewed by:** Zachary H. | Co-founder and CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Moxo?** The app is intuitive, easy to use, and white labeled to our branding. We needed an app to compliment our service offering, and Moxo fit the bill beautifully. It is cost effective, scalable to match our growth, and so far highly reliable. **What do you dislike about Moxo?** There are still a number of features that are in development and really need to be sorted out to make the app a perfect fit for our business... most notably, calendar integration. **What problems is Moxo solving and how is that benefiting you?** For us, Moxo is our primary business communication tool both internally and with clients. The slak chat is great, video conferencing is great, and file share is great. There are a number of features we don't use, such as e-signature, but could also come in handy in the future. ### 33. Moxo helps us communicate with our clients securely. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Moxo?** The flow conversation and the fact that we can communicate with our clients securely with our branding in the app **What do you dislike about Moxo?** Sometimes Moxo can't keep up with the way I do my processes. **What problems is Moxo solving and how is that benefiting you?** We can now communicate with our clients securely. ### 34. Setting the Standard for Custom Client Experiences **Rating:** 4.5/5.0 stars **Reviewed by:** Vonda P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2022 **What do you like best about Moxo?** Moxo provides the tech AND the tools and templates to make it easy to do business. **What do you dislike about Moxo?** Moxo has shown me the inefficiency of all the apps I was using. **What problems is Moxo solving and how is that benefiting you?** Moxo streamlines my success and keeps me focused on where I can make the most impact ibn my business -- working directly with the clients and customers I choose to curate inside my own community. ### 35. Powerful Software for Streamlining Processes and Communication with Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Moxo?** It is fairly intuitive so it is easy to get up to speed. It streamlines communications with clients and colleagues. **What do you dislike about Moxo?** I don't have any downsides to list here. **What problems is Moxo solving and how is that benefiting you?** It solves the problem of confusion and inefficiencies in communicating with clients. ### 36. MOXO are INNOVATORS for the Future **Rating:** 5.0/5.0 stars **Reviewed by:** Delilah S. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2022 **What do you like best about Moxo?** MOXO has been quite beneficial in all areas of client intake processes and sessions. MOXO is a vital life force that ensures we can track and monitor our electronic documentation, client communication, client progress, as well as internal team communication. The most important aspect is the ability to work with clients when not in the office and/or at a desk. It is efficient and user-friendly. **What do you dislike about Moxo?** There is nothing we do not like. We can see there will be growth with MOXO features and programs down the pipeline. **What problems is Moxo solving and how is that benefiting you?** Client intake process: electronic processes, virtual sessions, recording, educating clients and/or other internal team actions, communications etc. ### 37. Start Up Business loves Moxo **Rating:** 5.0/5.0 stars **Reviewed by:** Myka B. | Sr. Grant Administrator , Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2022 **What do you like best about Moxo?** How easily accessable it is to me and my clients. How all the features are located within **What do you dislike about Moxo?** It is still in it's growth phase. So little tweaks but the team helps out a bunch to resolve the matters quickly. **What problems is Moxo solving and how is that benefiting you?** Glitches within video calls and it is strengthening the connections. ### 38. Amazing, responsive, helpful x 10000 **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah J. | Owner/Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2022 **What do you like best about Moxo?** The team at Moxo have been incredibly helpful and professional in establishing the app for our wedding venue. Any feedback we gave them was listened to promptly. The response from our clients is amazing - they love being able to contact us so easily and everything stored in the same place. We are so happy we decided to go down this path. **What do you dislike about Moxo?** There was nothing to dislike. Couldn't fault them at all. **What problems is Moxo solving and how is that benefiting you?** Mostly communication between ourselves and our clients and storage of important information. ### 39. Great customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Moxo?** Moxo's customer support is excellent. They are attentive and fast. Their servers seem to be pretty fast which is why I have switched from a different platform **What do you dislike about Moxo?** Some icons for my clients are small and hard for them to find. **What problems is Moxo solving and how is that benefiting you?** Client communication using a secure portal. ### 40. Good Application for Teamwork. **Rating:** 5.0/5.0 stars **Reviewed by:** Harry B. | CEO of Supermarket Building Material, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Moxo?** 1. All task in one place. 2. Can be used for Internal and client **What do you dislike about Moxo?** content library cannot insert folder inside a folder. may be content library can be like google drive. Flow need to be upgrade. Technical support for internal. **What problems is Moxo solving and how is that benefiting you?** for example: 1. In my company has a lot of reports that must be submitted every day. by using moxo, all the reports can be submitted to specify conversation. 2. Moxo helps to generate all to-do lists, so my team is more productive by doing their work. ### 41. Great client interaction hub **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2022 **What do you like best about Moxo?** The customer service is very helpful and attentive throughout the process and after for any updates or requests. Easy to use for beginners like me. Great option to brand completely and have my own app. **What do you dislike about Moxo?** The attachments that can't be edited, the option of adding text through a pop up window works but not very helpful for everyone. As an online practician I would use to have the calendar & payments on the platform rather than linked to my website. **What problems is Moxo solving and how is that benefiting you?** Keep all clients in the same online space with great option to create separate rooms for specific groups, record, share documents. Business gain credibility and accessibility. ### 42. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2022 **What do you like best about Moxo?** I like the simple design and being able to use it as easily as possible, besides that all the features are useful. Moreover the suport team is great, they're always helping. **What do you dislike about Moxo?** I think it'd be better if we could assign teams at the same time, and as a manager, you could access if you want and hide if you don't. And I'd like to hide or exclude some conversations on the timeline. **What problems is Moxo solving and how is that benefiting you?** It's helping to integrate conversation between teams and clients in one place, it also helps with the organization of files, schedule of agenda and conversation flows. ### 43. Great chat software with file approval features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2022 **What do you like best about Moxo?** Moxo is great to manage client communication in one place. The file signature feature is very useful to remove the additional email steps to approve things like change orders. **What do you dislike about Moxo?** It would be beneficial to see text templates as a feature. I find myself copy and pasting messages too much. Feels like this is a basic add relative to the other features they currently have. **What problems is Moxo solving and how is that benefiting you?** Moxo is solving the problem of quick and efficent communication with clients. It makes it simple for clients to message our team and for our entire team to have visibility into conversations ### 44. Internal experience is User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** James G. | CIO & CCO, Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2022 **What do you like best about Moxo?** GUI is easy to navigate. Left-hand menu is concise. Help is never far away. **What do you dislike about Moxo?** Looking forward to file managing tools in the next release. **What problems is Moxo solving and how is that benefiting you?** Consolidation of internal messaging with convenient add-ins like whiteboard, meetings, notes, chats, approvals, eSigning, and file sharing. ### 45. Moxo Flows **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Moxo?** Structure projects and client engagements. Ensure each project is set to a required quality and engage client into the process with a set deadline and input requirement **What do you dislike about Moxo?** Some areas to improve on flexibility and performance reporting: 1. Dynamic change to insert objects into set flows 2. Performance management dashboard 3. Use of flows to complete and reset for monthly reoccurring tasks/activities 4. allocate activity/object to more than one person. Ideally create a group and allocation to group **What problems is Moxo solving and how is that benefiting you?** Better visibility and tracking of projects/client engagements. More structure and client engagement ### 46. Great application and support. **Rating:** 5.0/5.0 stars **Reviewed by:** JUAN M. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2022 **What do you like best about Moxo?** Ease of use and staff support and staff availibility **What do you dislike about Moxo?** I like everything over all. have always been able to resolve issues. **What problems is Moxo solving and how is that benefiting you?** Notification feature with larger groups. ### 47. Moxo is a FANTATIC company, and their custom communication apps are AWESOME! **Rating:** 5.0/5.0 stars **Reviewed by:** William D. | M, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Moxo?** My clients love the professional feel od **What do you dislike about Moxo?** Our HD Law app. And that makes me look good. **What problems is Moxo solving and how is that benefiting you?** All problems were due to my limitations with technology, and Moxo support was patient and helpful in getting me through them. ### 48. Pleased thus far **Rating:** 3.5/5.0 stars **Reviewed by:** Tiffany D. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Moxo?** We have enjoyed the app thus far for the purposes initially joining. Hoping to start learning more about the functionalities and implementing those soon! **What do you dislike about Moxo?** would like more help setting up integrations with other sites and our app. **What problems is Moxo solving and how is that benefiting you?** na ### 49. A great tool for our company to communicate and store their information **Rating:** 5.0/5.0 stars **Reviewed by:** Erica B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Moxo?** We appreciate the easy communication with the Moxo team and we also like the fact that it has allowed our clients to communicate with us clearly. **What do you dislike about Moxo?** I think at times we have had few dropped meetings but nothing that has not been addressed. **What problems is Moxo solving and how is that benefiting you?** One of the issues we had before if making sure our conversations are happening organically in bulk. We want to make sure our team can manage our clients from our platform. ### 50. Has a lot of potential but needs a lot of work **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2022 **What do you like best about Moxo?** It has a lot of functions in one app . It can keep clients on one platform from chats, task management, video meetings and getting signed documents **What do you dislike about Moxo?** The task management functions need more levels and reporting. Too elementary to manage multi layered tasks. Managing groups and renaming group options needs to improve. The ui has a lot room improvement to look and feel like next level saas company. **What problems is Moxo solving and how is that benefiting you?** Communicating and finishing tasks with clients on one platform ## Moxo Discussions - [What does Moxtra do?](https://www.g2.com/discussions/what-does-moxtra-do) - [What is the use of Moxtra?](https://www.g2.com/discussions/what-is-the-use-of-moxtra) - [Is Moxtra open source?](https://www.g2.com/discussions/is-moxtra-open-source) - [Is Moxtra the same as zoom?](https://www.g2.com/discussions/is-moxtra-the-same-as-zoom) - [View Moxo pricing details and edition comparison](https://www.g2.com/products/moxo-g2/reviews?page=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-29+07%3A41%3A33+-0500&secure%5Bsession_id%5D=b0ad9660-b863-4933-9d03-b0282f6ec001&secure%5Btoken%5D=9bc9b6ba5cdd1e385b168babdf7a7c4504e196143723f611e8eb48d6f54fc239&format=llm_user) ## Moxo Integrations - [Airtable](https://www.g2.com/products/airtable/reviews) - [Basecamp](https://www.g2.com/products/basecamp/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 **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 - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Process Development** - Process Routing ## Top Moxo Alternatives - [Assembly](https://www.g2.com/products/assemblysoftware/reviews) - 4.7/5.0 (322 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 (37,479 reviews)