Moxo Pricing and Plans 2024: Is Moxo Worth the Cost?

Moxo, unlike many platforms, doesn’t provide clear pricing details directly on their website. However, through extensive research, we’ve gathered valuable insights into their pricing structure. 

Moxo offers three main pricing plans—Business, Business Pro, and Enterprise—each designed to fit different business needs. Here’s a quick look:

• Business Plan: $100/month billed monthly or $90/month billed annually. Includes up to 10 active users and 10 GB/user storage.
• Business Pro Plan: $480/month billed monthly or $425/month billed annually. Includes up to 40 active users and 50 GB/user storage.
• Enterprise Plan: Custom pricing for larger businesses, offering up to 1 TB/user of storage and advanced API/SDK access.

To further clarify how these plans can impact your business, we’ll dive into the specific features, benefits, and value each plan provides.

Key Takeaways

• Moxo offers three pricing tiers: Business, Business Pro, and Enterprise, catering to different team sizes and needs.
• Additional costs include user packs, storage upgrades, and setup fees based on usage.
• Alternatives like Agency Handy, SuiteDash, and ManyRequests offer more affordable and customizable options for smaller teams.

What is Moxo?

Moxo is a client interaction platform that simplifies business communications, project management, and workflow automation. It’s designed for businesses working closely with clients, vendors, and partners, providing a secure and collaborative environment.

With Moxo, you can create shared workspaces where users can easily collaborate through messaging, file sharing, and video meetings. It also helps you automate tasks like document requests, approvals, and e-signatures, cutting down on manual work and saving you time.

One of Moxo’s standout features is custom branding for your client portals. You can personalize your portals with your logo and colors, giving clients a seamless and professional experience.

Moxo also integrates with tools like DocuSign and CRMs, making it easier to manage data and projects across different platforms, improving your overall efficiency.

Moxo Pricing: A Quick Look at the Plans

Moxo offers three pricing plans designed to meet the needs of different businesses:

• Business
• Business Pro 
• Enterprise

Here’s a quick comparison of the key features across these plans:

How is Moxo’s Cost Calculated?

Moxo’s pricing is determined by several key factors, with the primary one being the plan tier you select. Each tier offers different features and user capacities, affecting the overall cost. Here’s a breakdown of what influences Moxo’s pricing:

Factors Affecting the Price:

• Plan Tier: The cost is first determined by the plan—Business, Business Pro, or Enterprise. Each plan comes with its own set of features, storage limits, and integrations. 
• Number of Users: Each plan includes a base number of users (10 in Business and 40 in Business Pro). As your team grows, you’ll need to add more user packs, which increases the cost. The Enterprise plan offers custom user packs, tailored to the needs of larger organizations.
• Storage: Each plan comes with a specific amount of storage—10 GB for Business, 50 GB for Business Pro, and 1 TB for Enterprise. If you need more storage, this will also affect the final price.
• Custom Features: For larger businesses, Moxo offers custom solutions, including private cloud options and additional integrations. These customizations typically involve a consultation with the sales team to determine the exact pricing.

Moxo Pricing: A Complete Breakdown of Each Plan

Now that you’ve seen a quick overview of Moxo’s pricing plans, let’s dive into the details. Here’s a complete breakdown of each plan to help you make the best choice for your business.

Moxo Business Plan

The Business plan is Moxo’s entry-level option, ideal for small teams looking to streamline client interactions. Priced at $100 per month, or $90 per month when billed annually, it offers the basic tools you need to manage client communication and workflows effectively.

With this plan, you can have up to 10 active users, making it perfect for smaller teams that need a secure space for collaboration. Moxo provides shared workspaces where you and your clients can communicate through messaging, video meetings, and file sharing.

One of the key features is workflow automation. You can create templates for recurring tasks like document requests, approvals, or e-signatures, helping reduce manual effort. The plan includes 10 GB of storage, enough for small teams to handle file sharing and storage.

While the Business plan doesn’t offer custom branding or advanced integrations, it covers the essential features you need for project management and client communication.

If you’re just starting and want to improve team collaboration and efficiency, the Business plan is a simple, user-friendly solution that centralizes your operations.

Features of the Business Plan

Each feature within the Business plan supports efficient client interactions and project management, making it a practical solution for small teams.

• Workflow Automation: Automate key processes like document requests, approvals, and e-signatures with three pre-built workflow templates. This reduces manual tasks and helps maintain consistent workflows across your team.
• Secure Client Workspaces: Create shared, secure workspaces for client collaboration. These workspaces allow for real-time messaging, file sharing, and video meetings, centralizing all communication in one place.
• E-Signatures and File Sharing: Collect client approvals with built-in e-signature tools and securely share documents within the platform. This feature ensures that all files are easily accessible and stored safely.
• Task and Progress Management: Assign and track tasks within the platform to ensure projects stay on schedule. You’ll receive real-time updates on task progress, keeping your team organized and on top of deadlines.
• Document Storage: The Business plan includes 10 GB of secure storage, providing enough space for managing and organizing key documents. Whether it’s contracts or project files, everything stays neatly stored and accessible.
• Video Meetings: Hold video meetings directly in Moxo, allowing for smooth communication with clients and team members. This integrated feature removes the need for additional tools and makes remote collaboration easier.

Pros of the Business Plan

• Automates tasks like approvals and document requests efficiently.
• Provides secure, collaborative workspaces for client and team interaction.
• Includes built-in e-signature tools for easy client approvals.
• Supports up to 10 users, which is ideal for small teams.
• Offers 10 GB of storage for managing essential documents.
• Centralizes client communication, reducing the need for multiple tools.
• User-friendly interface, making it easy to navigate and use.
• An affordable option for businesses needing essential collaboration tools.

Drawbacks of the Business Plan

• Lacks custom branding options in the Business plan.
• Does not offer third-party integrations like CRM tools.
• Lacks more advanced reporting and analytics features.
• No private cloud or on-premises options at this tier.
• Lacks deeper automation found in higher-tier plans.
• Limited integrations with external video conferencing tools.

Moxo Business Pro Plan

The Business Pro plan is Moxo’s mid-tier option, designed for growing teams that need advanced tools for client communication and project management. Priced at $480 per month, or $425 per month when billed annually, it offers enhanced features that expand on the essentials from the Business plan.

With this plan, you can have up to 40 active users, making it perfect for larger teams needing more collaboration tools. It provides secure workspaces for team and client communication, including real-time messaging, file sharing, and video meetings, all under centralized control.

A key upgrade in the Business Pro plan is expanded workflow automation, with up to 10 workflow templates. This feature helps you automate repetitive tasks like approvals, document requests, and e-signatures, saving your team time and effort.

The plan also includes 50 GB of storage, offering plenty of space for managing documents across multiple projects. Additionally, the Business Pro plan offers custom branding, allowing you to personalize client portals with your company’s logo and colors, giving clients a more professional experience.

Overall, the Business Pro plan is an excellent choice for businesses looking to scale their client management with advanced features, more customization, and greater user capacity.

Features of the Business Pro Plan

The Business Pro plan offers a significant upgrade in terms of user capacity, workflow automation, and customization, making it a great option for growing businesses.

• Expanded Workflow Automation: Includes 10 workflow templates for automating tasks like document requests, approvals, and e-signatures, offering more flexibility for managing complex processes.
• Increased User Capacity: Supports up to 40 active users, making it ideal for growing teams that need more collaboration space.
• Secure Client Workspaces: Create secure workspaces for team and client collaboration, with real-time messaging, video meetings, and file sharing, all centralized within the platform.
• Custom Branding: Customize client portals with your company’s logo and colors, providing a more professional and personalized client experience.
• Advanced File Sharing and Storage: Offers 50 GB of storage, allowing for the secure management and sharing of larger volumes of documents across multiple projects.
• Third-Party Integrations: Integrates with tools like DocuSign, enhancing workflow automation and allowing smoother document management processes.
• Live Chat and Service Requests: Includes live chat and service request management, helping you stay connected with clients and respond to inquiries efficiently.
• Enhanced Security Features: Provides Single Sign-On (SSO) and other advanced security options, ensuring safe access and protection of sensitive client data.

Pros of the Business Pro Plan

• Scalable for growing teams, with support for up to 40 users.
• Enhanced automation saves time by reducing manual processes.
• 50 GB of storage ensures ample space for handling larger projects.
• Custom branding enhances your professional image with clients.
• Integrations with tools like DocuSign streamline document workflows.
• Live chat and service requests improve client communication and response time.
• Secure workspaces provide a safe environment for team and client collaboration.
• Advanced security features like SSO offer peace of mind for data protection.

Drawbacks of the Business Pro Plan

• Higher costs may not be suitable for smaller teams.
• Does not offer API/SDK access available in the Enterprise plan.
• Lacks private cloud or on-premises hosting options.
• Custom workflows beyond 10 templates are not available.
• Some advanced features like deeper analytics are only in the Enterprise plan.
• While it includes branding, further customization might be limited.
• No full integration with advanced CRM tools for deeper client management.

Moxo Enterprise Plan

The Enterprise plan is Moxo’s most advanced offering, tailored for large organizations that need custom solutions for managing client interactions. 

With flexible pricing based on your business’s specific needs, this plan is ideal for companies with complex workflows and higher security requirements.

One of the key benefits of the Enterprise plan is its custom user packs, allowing you to scale the number of users as your team grows. It’s perfect for large teams needing flexibility and advanced collaboration features. 

Secure workspaces are central to the plan, offering messaging, video meetings, and file sharing in a controlled environment.

A standout feature of the Enterprise plan is access to Moxo’s API and SDK, enabling deep customization and seamless integration with your existing systems. You also have the option for private cloud or on-premises deployment, giving you full control over data and security.

With up to 1 TB of storage, the Enterprise plan is designed for businesses managing a large volume of files, making it ideal for organizations handling complex projects that require secure and scalable storage.

If your business needs advanced customization, top-level security, and scalable user access, the Moxo Enterprise plan provides the flexibility and tools to meet your unique requirements.

Features of the Enterprise Plan

The Enterprise plan’s features are designed for businesses that require advanced tools, custom solutions, and top-tier security.

• Custom User Packs: Allows you to scale user numbers according to your organization’s needs, ensuring flexibility as your team grows.
• API and SDK Access: Provides full API and SDK access for deep integration with your existing systems, enabling enhanced automation and workflow customization.
• Private Cloud or On-Premises Deployment: Offers private cloud or on-premises deployment options, giving you full control over your data security and compliance requirements.
• 1 TB of Storage: Includes 1 TB of secure storage, ideal for managing large volumes of project files, ensuring everything is organized and easily accessible.
• Secure Client Workspaces: Provides secure, interactive workspaces where clients and team members can collaborate via real-time messaging, video meetings, and file sharing.
• Custom Workflows: Allows for custom workflow creation to automate specific business processes, improving efficiency and reducing manual effort.
• Advanced Security Features: Enhanced security measures, including Single Sign-On (SSO) and other enterprise-level security protocols to protect sensitive client and project data.
• Third-Party Integrations: Integrates with popular tools like DocuSign and other business platforms, enabling smooth data synchronization and improving workflow efficiency.

Pros of the Enterprise Plan

• Custom user packs allow flexible scaling for large teams.
• Full API and SDK access enable deep system integration.
• Private cloud or on-premises options offer enhanced data control.
• 1 TB of storage ensures ample space for large project files.
• Custom workflows improve efficiency by automating complex tasks.
• Enterprise-level security features protect sensitive client data.
• Secure client workspaces enable seamless real-time collaboration.
• Integrates with third-party tools, enhancing workflow efficiency.

Drawbacks of the Enterprise Plan

• Custom pricing may be too high for smaller businesses.
• API and SDK access may require technical expertise to implement.
• Private cloud or on-premises options could increase setup complexity.
• Requires dedicated IT resources to manage security and integrations effectively.

Does Moxo Have Hidden Cost?

While Moxo’s pricing is generally transparent, there are a few additional costs that businesses should be aware of. These hidden costs can add up, especially for larger teams or businesses with advanced needs.

Extra Users:

The Business plan includes 10 users, and the Business Pro plan includes 40 users. For any additional users beyond these limits, you may need to purchase extra user packs, which will increase the monthly cost depending on how many users you need.

One-Time Setup Fee:

Moxo has two different one-time setup fees based on the plan:

• For businesses opting for the Business Pro plan, there is a one-time setup fee of $250.
• For the Enterprise plan, the setup fee can go up to $1500, especially for those requiring custom integrations and advanced setups.

Storage Upgrades:

While the Business and Business Pro plans come with 10 GB and 50 GB of storage, respectively, additional storage beyond these limits may require an extra charge, especially for data-heavy industries.

Private Cloud or On-Premises Hosting:

For Enterprise users requiring private cloud or on-premises deployment, there are additional costs involved. These custom setups can be more expensive due to the higher level of control and security they provide.

Payment Processing Fees:

Moxo integrates with third-party services like DocuSign, which can incur additional transaction fees depending on the service used. 

For example, if you process payments through DocuSign and Stripe, standard transaction fees apply, such as 2.9% + $0.30 per transaction for credit card payments​. 

These fees are separate from Moxo’s pricing and can add up if your business frequently uses these integrations. 

Be sure to keep these extra fees in mind when planning your expenses with Moxo.

Does Moxo Offer a Free Trial?

Yes, Moxo offers a free trial for those who want to explore the platform before committing to a paid plan. 

During the trial, you can try out key features like workflow automation and client workspaces, giving you a feel for how Moxo can support your business.

The trial period is a great way to see if Moxo is the right fit for your needs, especially when deciding which plan suits you best. 

Keep in mind that while the free trial includes many important features, some advanced functionalities may only be available in the higher-tier plans.

Is Moxo Worth The Price?

Yes, Moxo is worth the price for businesses that need streamlined client communication and advanced workflow automation. Here’s why:

Moxo offers a broad range of features, from secure client workspaces to workflow automation and e-signatures, making it an all-in-one platform for managing client interactions. 

For small to mid-sized teams, the Business and Business Pro plans start at $90/month (billed annually), offering great value with essential collaboration tools.

For larger organizations, the Enterprise plan is highly valuable. It includes custom user packs, API/SDK access, and private cloud options, providing the flexibility and scalability needed to handle complex operations. 

It’s ideal for businesses that need more control over data security and system integrations.

One key drawback of Moxo is its limited customization in lower-tier plans and there are no service listing options as well. 

While Moxo provides powerful features like secure workspaces and workflow automation, custom branding is only available in higher-tier plans. Plus, the storage is limited, too.

This can be frustrating for businesses that prioritize a branded client experience but aren’t ready to commit to higher-cost plans.

Top 3 Moxo Alternatives & Budget-Friendly Choices

If you’re looking for alternatives to Moxo, here are three options that offer a range of features and more budget-friendly choices for client and order management.

Moxo vs Agency Handy

Moxo and Agency Handy cater to different business needs, depending on team size and operational focus. 

Agency Handy excels in managing agencies of all sizes, focusing on client onboarding, service customization, and collaboration. In contrast, Moxo is ideal for larger teams needing advanced workflow automation and secure communication.

But Moxo doesn’t offer a customizable service catalog, whereas Agency Handy offers a multi package catalog that can be embedded on your website. You can create up to 3 packages with separate pricing and offerings. 

And you can set up default tasks for each service. Don’t have to rely on manual tasks creation anymore. It will give you more control and flexibility.

In terms of client onboarding, Moxo focuses on automated workflows, catering to larger teams with more complex processes. 

On the other hand, Agency Handy takes a simpler, more intuitive approach with its intake and order forms. These forms gather important client information like project details and also allow you to upsell services during onboarding, streamlining the process for agencies of any size.

Customization is another key difference. Moxo reserves advanced customization for higher-tier plans, including features like custom workflows, branding, and API access.

In comparison, Agency Handy offers easy customization at all levels, whether you need custom domains, invoices, or pricing options, without forcing you to upgrade.

For order management, Moxo follows a structured approach with specific projects and workspaces. Similarly, Agency Handy follows the same method, but there’s no workflow builder like Moxo. 

In terms of payment management, Agency Handy offers broader flexibility with support for multiple payment gateways such as Stripe, Wise, Paypal, and manual banking. 

Additionally, it includes features like automated invoice reminders and split payments, providing agencies with more control over client billing.

Moxo, on the other hand, also supports popular payment gateways like Stripe and PayPal.

Overall, If your business needs advanced automation and secure client interactions, Moxo may be the better choice.

But if you’re an agency looking for a cost-effective, flexible tool with customizable client onboarding and payment management, Agency Handy offers an excellent alternative.

Further Read: Agency Handy vs Moxo

Moxo vs SuiteDash

Moxo and SuiteDash are both great tools, but they suit different types of businesses.

Moxo is built for larger teams that need advanced features like workflow automation, secure client communication, and private cloud options. It’s perfect if your business has complex needs, such as integrating APIs and maintaining high-level data security. 

The platform also shines when it comes to automating repetitive tasks and managing big projects, though its pricing is higher, making it more suitable for larger operations.

SuiteDash, on the other hand, is more affordable and ideal for small to mid-sized businesses. It combines CRM, client portals, project management, and billing in one platform. You can also customize your branding to offer a professional experience for clients. 

Starting at just $19/month, it’s a budget-friendly option for businesses that need versatile tools without requiring the advanced security or automation features Moxo offers.

In short, Moxo is best for teams that need advanced security and efficiency, while SuiteDash is a great choice for businesses looking for a more affordable, all-in-one solution.

Moxo vs ManyRequest

When comparing Moxo and ManyRequests, both help you manage client interactions, but they serve different purposes.

Moxo offers secure workspaces where you can collaborate with clients through messaging, file sharing, and video meetings. This makes it ideal for businesses that handle complex projects and need centralized communication. 

On the other hand, ManyRequests provides customizable client portals, allowing clients to track requests, payments, and tasks. It’s a simpler solution, perfect for smaller teams or agencies that need easy-to-use tools for client management.

When it comes to workflow automation, Moxo stands out by automating tasks like document requests, approvals, and e-signatures, reducing manual work and improving efficiency. 

ManyRequests offers basic task management, which works well for teams with simpler workflows, but it doesn’t match the automation capabilities of Moxo.

In terms of customization and branding, Moxo offers more advanced options in its higher-tier plans, including API/SDK access and custom branding, creating a more polished client experience. 

ManyRequests, while customizable, focuses on affordability and user-friendliness, offering basic branding features without additional costs.

Pricing is another difference. Moxo starts at $90/month, geared towards larger teams needing more features. ManyRequests starts at a more budget-friendly $29/month, making it ideal for smaller teams looking for essential tools.

For security, Moxo takes the lead with enterprise-level features like private cloud hosting, which offers better protection for businesses managing sensitive data.

If you need advanced workflow automation, secure workspaces, and custom integrations, Moxo is the better choice for larger businesses. 

But if you’re a smaller team looking for a more straightforward and affordable solution, ManyRequests is a great fit.

Final Thoughts

To sum up, Moxo offers powerful tools for businesses needing advanced client interaction management, workflow automation, and secure communication. 

With features like e-signatures, private cloud options, and API integrations, it’s ideal for large teams managing complex projects. 

However, for smaller businesses or agencies looking for simpler solutions, alternatives like Agency Handy, SuiteDash, or ManyRequests may be more budget-friendly and user-friendly. 

Overall, Moxo’s robust capabilities make it a great choice for businesses requiring high-level security and automation, but the cost and complexity may not suit everyone.

FAQs

What type of customer support is available from Moxo?

Moxo offers comprehensive customer support, including live chat, email support, and a dedicated customer success team. Depending on your plan, higher-tier users may receive personalized onboarding assistance, priority support, and access to additional resources such as tutorials and documentation.

How is Moxo commonly used?

Moxo is commonly used for client interaction management, workflow automation, and secure document sharing. Businesses leverage Moxo to automate repetitive tasks like approvals, e-signatures, and client communication through secure workspaces, reducing manual effort and streamlining operations.

What types of businesses does Moxo serve?

Moxo primarily serves large enterprises and businesses that require advanced client interaction management, such as financial services, legal firms, consultancies, and real estate agencies. It’s also popular among teams that handle complex projects and need strong data security and customizable workflows.