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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Cost. It is a fairly expensive investment. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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 !! Review collected by and hosted on G2.com.

At this moment nothing bad to say at all. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I have been able to bring my dream of digital delivery and implementation of financial planning to life for my clients. Review collected by and hosted on G2.com.

So far having the ability to simulate a client's portal is a big missing feature. I am not able to show them what things look like or help them when they are stuck on a step.

It would be nice to have more control over notifications as well. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.