7 Best Moxo Alternatives & Competitors to Try in 2024

If Moxo’s missing features are slowing down your agency’s growth, it’s time to consider alternatives that can streamline your operations. 

From better storage options to simpler onboarding and fully customizable portals, we’ve found the top 7 alternatives to Moxo that can elevate your client management and workflow. 

Let’s explore the best options tailored to meet your agency’s unique needs.

Quick List of Top 7 Moxo Alternatives

• Agency Handy: Best for digital agencies to manage client onboarding, orders, and billing in one place.
• SuiteDash: Ideal for established businesses seeking an all-in-one platform for project management and CRM.
• ManyRequests: Perfect for creative agencies managing design projects, client requests, and billing.
• HoneyBook: Top choice for freelancers and small businesses needing simple invoicing and scheduling.
• Copilot: Suitable for professional service agencies with a client experience platform.
• Zoho: Great for businesses of all sizes needing comprehensive CRM tools with customizable client portals.
• Clinked: Ideal for teams needing flexible, white-labeled client portals with strong collaboration.

Why Should You Look for Moxo Alternatives?

Even though Moxo is an excellent tool for client and project management, some features are missing that your agency might need:

Service Listing Customization

Moxo does not offer the ability to create detailed service lists with specific pricing, quantities, and descriptions. This could limit your ability to showcase all your offerings in a structured way.

Limited Storage 

Moxo offers only 100 GB per user of storage, which might not be enough if your business handles large files or high volumes of data. If storage capacity is a concern, there are better alternatives available that provide more generous storage options to meet your needs.

Complex Onboarding

Moxo offers a complex onboarding process. This can make it harder to gather all necessary client information upfront. So, look for an alternative that offers a smooth client onboarding experience.

All Plans Don’t Have White Labeling

Moxo limits white labeling to its advanced pricing plans, which might not be ideal if you’re looking for that feature without the extra cost. Fortunately, there are better alternatives that include white labeling as a standard feature, giving you more value right from the start.

Quick Comparison of Top Moxo Alternatives

To help you choose the right alternative to Moxo, we’ve compared the top five options side by side. 

This quick comparison highlights key features, pricing, and ideal use cases for each tool, making it easier for you to find the best fit for your needs.

7 Best Moxo Alternatives for Better Workflow & Client Management

When considering the best alternatives to Moxo, it’s essential to explore options that offer the features Moxo lacks. 

In this discussion, we’ll dive into five top contenders, including Agency Handy, to help you find the perfect fit for your business needs.

1. Agency Handy

If you need more flexibility, storage, and an easier way to get started with clients, Agency Handy might be a better fit for your agency.

Agency Handy is a tool made for digital agencies to help you manage clients, projects, tasks, invoices, and communication—all in one place. It keeps everything organized, so you don’t have to go back and forth between different tools. 

A key feature of Agency Handy is the ability to create detailed service lists. You can list your services with specific prices, quantities, and descriptions, making showing clients what you offer easy. 

It also provides plenty of storage, which helps work with large files. The onboarding process is simple, so you can easily collect all the information you need from your clients. 

Plus, even in the basic plan, you can add your branding, making the platform feel like it’s truly yours. Additionally, Agency Handy provides flexible storage options of 1TB, 5TB, and 20TB, ensuring you’ll never run out of space for managing large files.

On the other hand, to use Moxo’s white-labeling feature, you need to upgrade to a more expensive plan. Moxo also has less storage—only 100 GB per user, which might not be enough if you handle large files. 

Moreover, the onboarding process with Moxo is more complicated, which can make it harder to get all the necessary client information. 

Features of Agency Handy

Here are all the features offered by Agency Handy:

Customized Workspaces

Agency Handy allows you to tailor the platform’s appearance to match your brand’s identity. You can customize colors, logos, and other elements, ensuring that the platform feels like an extension of your business.

Service Catalog

This feature enables you to list the services you offer. Clients can easily browse through and select the services they need, which streamlines the process of placing orders.

Client Onboarding

The client onboarding feature automates the steps involved in bringing new clients on board. It guides them through the necessary processes, reducing the workload for you and ensuring a smooth start to your collaboration.

Client Management

This feature allows you to centralize all client information, including contact details, project history, and communication logs. It helps you maintain a clear overview of each client’s status, ensuring nothing falls through the cracks.

Order Management

With order management, you can track every project or service order from start to finish. This feature ensures you’re always aware of the progress, deadlines, and any pending tasks related to each order.

Team Collaboration

Agency Handy simplifies teamwork by providing tools for file sharing, task assignment, and direct communication. Your team can work together more efficiently, staying updated on project statuses without switching between multiple platforms.

Billing And Invoicing

Managing finances becomes simpler with billing and invoicing tools. You can quickly generate invoices, track payment statuses, and maintain accurate financial records, all within the platform.

Pros of Agency Handy

• Centralize client communications—messages, files, and approvals in one place.
• Access support through email, live chat, and a Facebook community.
• Provide clients with real-time project updates.
• Organize tasks and visualize workflows with intuitive tools.
• Simplify invoicing and billing.
• Apply custom branding for a professional appearance.
• Streamline all your agency operations in one user-friendly platform.

Best Use Cases of Agency Handy

Here are five types of agencies and businesses that can benefit from using Agency Handy:

Digital Marketing Agencies

If you run a digital marketing agency, Agency Handy can help you manage multiple client campaigns, keep track of project progress, and ensure clear communication with your clients.

Creative Agencies

For those in creative fields, such as design or content creation, Agency Handy streamlines the workflow by organizing tasks, managing approvals, and keeping all project files in one place.

Freelancers with Multiple Clients

If you’re a freelancer juggling several clients, this platform helps you stay organized, track projects efficiently, and maintain professional client relationships.

Consulting Firms

Consulting firms can use Agency Handy to manage client communications, track project milestones, and provide clients with real-time updates on their projects. So, they can work efficiently. 

Web Development Agencies

If you’re running a web development agency, Agency Handy simplifies order management by organizing tasks, files, and client feedback. So, it is easier to deliver projects on time.

Agency Handy Pricing 

Agency Handy offers 3 types of pricing plans:

Pricing Tiers	Monthly Billing	Yearly Billing	Users	Features
Solopreneur	$69/month	$49/month	3	Unlimited ClientsUnlimited OrdersCustom brandingTask ManagementInvoicingNotesInternal team Conversation Client Approval
Teams	$149/month	$99/month	10
Pro	$199/month	$149/month	30

What Do People Say About Agency Handy?

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Rating on Product Hunt: 5 out of 5

“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.

Features and Functionality:

Customer Management: Adding customers is incredibly straightforward, allowing us to maintain a well-organized database with ease.

Proposal Generation: The feature to send proposals is efficient and professional, saving us time and enhancing our client communication.

Invoicing System: Generating invoices is a breeze with Agency Handy. The system is reliable and helps us get paid faster.

Task Management: The Kanban-style task management has revolutionized how we handle our workload, providing clarity and boosting productivity.” – Vikas Patil

Why Should You Use Agency Handy over Moxo?

Choose Agency Handy for a more streamlined, customizable, and user-friendly experience:

2. SuiteDash

Looking for an all-in-one platform that combines project management, CRM, and client portals? SuiteDash offers a more comprehensive solution compared to Moxo.

SuiteDash is a tool that helps you manage your business in one place. It combines features like client management, invoicing, file sharing, and secure messaging, all under your brand. 

You can also automate tasks like client onboarding and project management, saving you time. SuiteDash replaces the need for multiple tools, making your work more efficient and cost-effective.

When we used SuiteDash, we found it easy to set up. It automated tasks that used to take us hours, and we liked that we could brand it with our logo and colors. It made our work smoother and helped us keep everything organized in one place.

Compared to Moxo, SuiteDash gives you more control over branding, even in its basic plans. Moxo only offers full branding in its higher-priced plans. 

While SuiteDash is a centralized platform fulfilling all your agency requirements, with Moxo, you might need extra tools to do everything you need.

Features of SuiteDash

Let’s look at the features offered by SuiteDash:

Project Management 

SuiteDash provides tools to assign tasks, set deadlines, and monitor progress in real time. You can also collaborate with your team within the platform, ensuring everyone is on the same page.

Client Portals

The client portals are secure spaces where your clients can access their documents, communicate with you, and see updates on their projects. It helps create a seamless client experience by centralizing all interactions.

Invoicing

SuiteDash simplifies your billing process by allowing you to create customized invoices, track payments, and send reminders. This feature helps you stay on top of your finances without needing a separate tool.

CRM

The built-in Customer Relationship Management (CRM) system keeps all your client information in one place. It tracks interactions, helps manage leads, and ensures that you never miss a follow-up.

Email Marketing

You can automate your email marketing campaigns directly within SuiteDash. Whether it’s sending newsletters or following up with leads, the platform helps you stay connected with your audience.

Customization

SuiteDash is highly flexible, allowing you to customize the platform to fit your unique business processes. You can customize forms, workflows, and even the client portal to match your brand.

Pros of SuiteDash

• Collect client details easily using customizable forms.
• Boost revenue by offering paid access to your portal.
• Enhance login convenience with the Magic Link feature.
• Benefit from unlimited client and staff capacity across all plans.

Cons of SuiteDash

• Difficult and overwhelming interface.

SuiteDash Pricing

SuiteDash offers three pricing plans:

• Start Plan: $19 per month, ideal for small businesses or freelancers.
• Thrive Plan: $49 per month, offering more advanced features for growing teams.
• Pinnacle Plan: $99 per month, providing the full suite of tools for larger businesses with complex needs.

Further Read: SuiteDash Pricing & Plans

What Do People Say About SuiteDash?

Rate on Capterra: 4.9 out of 5

“My honest take

Pros: I’ve been using SuiteDash, and it’s a game-changer with its all-in-one setup that handles everything from billing to project management seamlessly. I love how customizable it is, letting me tweak it to feel like my tool. The interface is super user-friendly, which makes it easy to get on board, and the mobile access is a lifesaver when I’m away from my desk.

Cons: There’s a bit of a learning curve to get used to all the features.” Mahyar G.

Is SuiteDash better than Moxo?

Yes, SuiteDash is better for businesses that need an all-in-one solution with project management, client portals, invoicing, CRM, and email marketing tools. It’s ideal if you want to manage both client interactions and internal tasks within a single platform. 

3. ManyRequests

While Moxo is a great tool, it doesn’t offer the same customized features for creative work that ManyRequests does. If you’re running a design or creative agency, ManyRequests is better than Moxo. 

ManyRequests is a client portal software made for design and creative agencies. It helps you manage clients, payments, and projects all in one place. 

Plus, you can customize the portal to match your brand, giving your clients a more personal experience.

When we used ManyRequests, it made a difference. We could manage all our client projects in one place, cutting down on the time we spent on emails. The ability to brand the portal made us look more professional, and our clients loved the smooth experience.

Compared to Moxo and other alternatives, ManyRequests is more focused on the needs of creative agencies. It offers specific tools like easy-to-use checkout forms and a simple way to manage design requests. 

Features of ManyRequests

Here are the features of ManyRequests:

White-Label Client Portal

ManyRequests allows you to fully customize your client portal with your brand’s logo, colors, and domain. This helps you provide a seamless, branded experience for your clients, making it feel like an extension of your own business.

Project Management

The platform offers tools to manage projects efficiently, helping you track progress, assign tasks to team members, and monitor deadlines. This keeps everything organized and ensures that projects move forward smoothly.

CRM For Designers

ManyRequests includes a CRM specifically designed for creative agencies. It helps you manage client relationships, keep track of client information, and streamline communication. This way, you can easily access all your client details in one place.

Client Onboarding

With ManyRequests, you can automate and simplify the client onboarding process. This includes creating custom onboarding forms and workflows, making it easier to gather necessary client information and get projects started quickly.

Design Feedback 

The platform features tools for collecting and managing design feedback. Clients can easily review, comment, and request revisions on designs, streamlining the feedback process and improving collaboration.

Agency Billing

ManyRequests includes billing tools that allow you to create and send invoices, manage subscriptions, and track payments. This simplifies your billing process and ensures you get paid on time.

Pros of ManyRequests

• Enables the creation of custom checkout flows, improving the client experience.
• Saves time by automatically directing client requests to the appropriate team members.
• Simplifies workflows for design and advertising services.
• Capable of managing large teams and handling high volumes of client requests.

Cons of ManyRequests

• It isn’t cost-effective for small businesses.

ManyRequests Pricing

ManyRequests offers four pricing plans:

• Starter Plan: $99 per month, ideal for small teams with basic needs.
• Core Plan: $149 per month, the most popular choice, offering additional features for growing agencies.
• Pro Plan: $399 per month, providing advanced tools for larger agencies needing more customization.
• Enterprise Plan: Custom pricing, designed for large teams with over 25 members, including priority support and a dedicated account manager.

Further Read: ManyRequests Pricing

What Do People Say about ManyRequests?

“No reviews found on popular software review sites”

Is ManyRequests better than Moxo?

Yes, ManyRequests is better than Moxo for design and creative agencies. It offers tailored features like customizable checkout forms, streamlined project management, and design feedback tools that are specifically designed to meet the needs of creative professionals. 

4. HoneyBook

If you need a tool that simplifies client communication and payments, HoneyBook is the better choice.

HoneyBook is a user-friendly platform designed for small businesses and freelancers. It helps you manage everything in one place—from sending invoices and contracts to scheduling appointments and automating workflows. 

With HoneyBook, you can keep your business organized and make sure you get paid on time. The platform is easy to use and can be customized to match your brand, giving your clients a seamless experience.

When we used HoneyBook, we had a great experience with HoneyBook, especially with its project management tools. It made it easy to keep client projects organized and communicate efficiently compared to most HoneyBook alternatives.

Now, compared to Moxo, HoneyBook is better suited for creative professionals and freelancers. 

While Moxo offers a broad range of secure client interactions and vendor management, HoneyBook shines in handling invoices, automating follow-ups, and managing projects. 

Features of HoneyBook

Here are the features of HoneyBook:

Online Contracts And Signatures

HoneyBook allows you to create, send, and sign contracts online. This makes the process faster and more convenient for both you and your clients. This eliminates the need for physical paperwork and speeds up the agreement process.

Invoicing and Payments

HoneyBook lets you send professional invoices and receive payments online. It helps you get paid on time and keeps all your billing organized. This ensures you get paid on time, and you can track all payments in one place.

Project Management

Manage all your projects in one place. Track progress, manage files, and stay on top of deadlines without stress. This feature helps you stay on top of every detail, ensuring that nothing is overlooked.

Scheduling 

Share your availability, book appointments, and confirm meetings easily. This feature simplifies your scheduling tasks. It integrates seamlessly into your workflow.

Automations

Save time by automating tasks like sending follow-ups and reminders. HoneyBook ensures nothing is missed, so you can focus on what matters. HoneyBook’s automation features ensure that you never miss a step in your process.

Client Communication

Keep all your communication with clients in one place. This makes it easy to stay organized and respond quickly. This keeps your communication organized and easily accessible.

Pros of HoneyBook

• Simplifies invoicing and offers secure payment processing.
• Ensures a polished and professional experience for clients.
• Enhances productivity with an intuitive interface.
• Seamlessly integrates with popular applications.

Cons of HoneyBook

• Lacks advanced client management features like reporting and analytics features.

HoneyBook Pricing

HoneyBook offers three pricing plans:

• Starter Plan: $16 per month, perfect for small businesses starting with essential tools.
• Essentials Plan: $32 per month, the most popular option, adding more productivity and automation features.
• Premium Plan: $66 per month, designed for larger teams needing advanced support and multiple company management.

All plans include a 7-day free trial to get started.

Further Read: HoneyBook Pricing

What Do People Say about HoneyBook?

Rate on Capterra: 4.8/5

‘Provides a good experience

Pros: I manage the entire flow of information from my clients in a more organized way, controlling and monitoring each one, it allows me to be more agile in the processes that I have to carry out with my clients and thus provide them with better attention and speed in document delivery. invoices, contracts, and digital signatures. I can do many things at the same time and it helps me perform better at my job.

Cons: The system has never failed me, I feel satisfied with each tool I use and I am convinced that it has been the most efficient platform that I use for my work tasks.’ Anthony R.

Is HoneyBook better than Moxo?

Yes, HoneyBook is better than Moxo for small businesses and freelancers looking for an all-in-one platform to manage projects, invoices, contracts, and client communications. HoneyBook is particularly strong in providing a polished client experience with easy-to-use templates and integrations.

5. Copilot 

If your focus is on streamlined client management with advanced billing features, Copilot provides a balanced suite of tools that Moxo might lack.

Copilot is a client portal software designed to simplify client management by centralizing key tasks and interactions. 

It allows you to create secure client portals where clients can access documents, manage their accounts, and stay updated on project progress. 

Copilot also offers automated billing, making it easier to handle payments and invoicing. The platform includes task management features that help you keep projects organized and on schedule.

While using Copilot, we found Copilot simple to use, and it made our workflow smoother by keeping everything centralized.

In comparison to Moxo, Copilot focuses more on offering a balanced suite of tools that cater to both client management and project organization. 

While Moxo excels in advanced features for established businesses, Copilot provides a more holistic approach. It integrates project management, billing, and client interactions within a single platform and is the perfect client portal for agency management.

Features of Copilot

Here are the features offered by Copilot:

Client Portals

Copilot lets you create secure, personalized portals for your clients. Here, clients can access important documents, review project updates, and manage their accounts in one convenient place.

Document Management

With Copilot, you can upload, organize, and share documents effortlessly. This ensures that both your team and clients always have access to the latest files, helping to avoid any miscommunication.

Automated Billing

Copilot automates your billing process, generating invoices and tracking payments. This saves you time and reduces the risk of errors, allowing you to focus on other important tasks.

Task Management

You can assign tasks, set deadlines, and monitor progress directly in Copilot. This feature helps keep your projects on track and ensures that nothing falls through the cracks.

Communication Tools

Copilot centralizes all client communications, allowing you to send messages, share updates, and answer questions directly through the platform. This keeps conversations organized and easily accessible.

Custom Branding

You can customize the appearance of your client portals with your brand’s colors, logo, and style. This ensures that your client interactions are professional and consistent with your brand identity.

Pros of Copilot

• Centralized platform that simplifies client management
• Allows clients to handle tasks themselves with self-service options
• Boosts communication and teamwork
• Securely shares documents and files
• Elevates branding and adds a professional touch

Cons of Copilot

• Additional costs for implementation and maintenance costs.

Copilot Pricing

Copilot offers four pricing tiers:

Starter: $29 per month, per firm member,  ideal for individuals or small teams needing core features. This plan includes core features like client portals, invoicing, payments, file sharing, and messaging.

Professional: $69 per month, per firm member. This plan builds on the Starter plan with additional features like task management, forms, contracts, white labeling, and more.

Team: $119 per month, providing the full range of features for larger teams or complex needs. This tier includes all features from the Professional plan and adds advanced features like automations, client management, and custom domains.

Custom: This plan is designed for larger teams or those with specific needs and requires a custom quote. It includes all features from the Team plan and offers additional customization and support options.

All plans include unlimited clients and a 14-day free trial.

What Do People Say About Copilot?

Rate on Trustpilot: 4.6 out of 5

“I have been with Copilot for several months and am happy. I have tried a dozen training apps and finally have one I like – CoPilot. I like the integration with my Apple watch where it tells me to go higher or slower. It is very sophisticated. At first, the App was buggy, but now it seems much much better. I also like that CoPilot is Fitness centered with the technology complementing it – rather than the reverse which some of the apps I have tried.”  Seth Gopin

Is Copilot Better than Moxo?

Yes, Copilot is better than Moxo. Copilot is best for businesses that require robust billing features, advanced customization for client information collection, and the ability to create a knowledge base within their client portals. 

It offers a broader set of tools, even in its lower-priced plans, making it ideal for subscription-based businesses or those needing comprehensive client management features.

6. Zoho

For those seeking a wide range of integrated business tools with strong CRM capabilities, Zoho offers more flexibility and customization options than Moxo.

Zoho is well-known for its CRM, help desk, and accounting tools, but it also provides strong client portal solutions to fit different business needs. 

You can choose from three types of portals. The first is a simple, ready-to-use portal with Zoho Invoice, ideal for freelancers and small businesses needing basic billing and client communication. 

The second is a more integrated portal with Zoho CRM, which connects directly with your existing customer data for seamless interaction. 

The third option is Zoho Creator, a low-code platform that lets mid-sized businesses build fully customized portals with features like customer support, billing, and product updates.

This flexibility makes Zoho suitable for a range of businesses, offering more customization and integration options compared to platforms like Moxo, which focuses mainly on secure client communication.

For example, Zoho’s CRM is extensive. It allows you to manage leads, track customer interactions, and analyze sales data. In contrast, Moxo focuses more on offering tools for vendor and project management.

Features of Zoho

Here are the features of Zoho:

CRM

Zoho CRM helps you manage your sales process from start to finish. You can track leads, follow up with customers, and analyze sales data to improve your business decisions.

Zoho Mail

This is a secure email service for businesses that offers a simple, ad-free experience. You can create custom domain emails, ensuring your business communication stays professional and secure.

Zoho Books

Zoho Books simplifies your accounting tasks. It helps you with invoicing, tracking expenses, and generating financial reports. This feature is ideal for keeping your finances organized without the need for complex software.

Zoho People

This HR tool automates tasks like tracking attendance, managing leave requests, and onboarding new employees. It streamlines HR processes, making it easier to manage your team.

Zoho Desk

Zoho Desk is customer support software that allows you to manage support tickets from various channels, including email, chat, and social media. It helps you respond to customer inquiries quickly and efficiently.

Zoho One 

Zoho One combines all of Zoho’s apps into one platform. This means you can manage your entire business, from sales to HR to accounting, in one place. It’s designed to improve collaboration and efficiency across your organization.

Pros of Zoho

• Easy to use across different business functions.
• Scalable to grow with your business needs.
• Affordable with flexible pricing options.
• Integrates well with other apps and platforms.
• Strong focus on data privacy and security.
• Offers excellent customer support and resources.
• Continuously updated with new features and improvements.

Cons of Zoho

• It can be overwhelming with too many features.
• Integration between Zoho apps isn’t always seamless.
• Customer support can vary in responsiveness.

Zoho Pricing

Zoho offers 4 pricing tiers based on simple and advanced needs.

What Do People Say About Zoho?

Rate on Capterra: 4.3 out of 5

‘Happy with Zoho – My company performance increased

Overall: As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Pros: The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

Cons: the packages are not that flexible, especially for. us small companies.’ 

Is Zoho Better than Moxo?

Yes, Zoho is better than Moxo, depending on your needs. Zoho is best for businesses looking for a wide range of tools, including CRM, help desk, accounting, and highly customizable client portals. It’s ideal for those who need integrated solutions across multiple business functions. 

7. Clinked

If customizable, white-labeled client portals are a priority, Clinked offers a more flexible and branded workspace solution, making it a strong alternative to Moxo.

Clinked is a collaboration platform designed to help businesses manage their projects, documents, and client interactions in one secure space. 

It offers features like file sharing, task management, team collaboration, and client portals. The platform is particularly useful for businesses that need to work closely with clients, providing them with a branded portal for easy access to information and updates.

When we used Clinked, we found it effective for organizing projects and sharing documents with clients, although it took some time to fully explore all its features.

The lack of flexibility of Moxo is what makes Clinked a better alternative. Clinked also provides a more integrated approach to team collaboration and project management. 

Features of Clinked

These are the features of Clinked:

File Sharing

Clinked enables you to securely share files with both your team and clients. You can upload, organize, and access documents easily, ensuring that everyone stays on the same page with the latest information.

Client Portals

The platform offers customizable client portals where clients can log in to view project updates, access important documents, and communicate directly with your team. This feature makes client interactions more organized and professional.

Task Management

With Clinked, you can assign tasks to team members, set deadlines, and track progress in real time. This helps keep projects on schedule and ensures that everyone knows their responsibilities.

Team Collaboration

Clinked promotes collaboration through tools like group discussions, real-time messaging, and document co-editing. These features make it easy for teams to work together, even remotely.

Security

Security is a top priority with Clinked. The platform offers encrypted file storage, secure access controls, and detailed activity logs to protect your sensitive information and ensure compliance with industry standards.

Pros of Clinked

• Easy for both clients and staff to use and set up
• Secure file sharing with strong version control
• Effective client communication tools, including chat and discussions
• Customizable branding with white-labeling options
• Integrates well with other apps via Zapier
• Responsive and helpful customer support team

Cons of Clinked

• Expensive especially for smaller businesses.

Clinked Pricing

Clinked offers four pricing plans:

• Lite Plan: $83 per month, suitable for small teams needing basic features.
• Standard Plan: $209 per month, offering more advanced tools and increased storage.
• Premium Plan: $416 per month, providing additional customization and features for larger teams.
• Enterprise Plan: Custom pricing for organizations with complex needs and requiring tailored solutions.

What Do People Say About Clinked?

Rate on G2: 4.8 out of 5

‘What do you like best about Clinked?

I’ve been using Clinked with my company for about a year and they provided us with not only an amazing portal to use with clients but also with collaborators within our company. It’s easy to manage our portal and it still has a super professional look as they have a white label feature.

What do you dislike about Clinked?

We had some issues with the mobile app but the support has been a great help.’ Vikas B.

Is Clinked Better than Moxo?

Yes, Clinked is best for businesses looking for a customizable, white-labeled online workspace with easy setup and transparent pricing. 

It’s ideal for teams that need flexibility in branding and user experience, as well as cost-effective solutions for larger teams. 

Moxo, on the other hand, is better suited for secure client communication and document management.

Key Features to Consider While Choosing Moxo Alternative

When considering an alternative to Moxo, it’s essential to focus on key features that align with your business needs:

Customization Options

The platform should allow you to adjust the interface, workflows, and client portals to suit your specific requirements, ensuring it fits seamlessly into your existing processes.

Secure Client Communication

Look for robust security measures, including encrypted messaging and file sharing, to maintain client confidentiality and trust. These measures help build and maintain trust, which is essential for any business dealing with sensitive information.

Task and Project Management 

A good alternative should provide tools for creating, assigning, and tracking tasks, as well as managing project timelines effectively. These features help ensure that all team members stay on the same page, deadlines are met, and projects are completed efficiently.

Integration Capabilities

Ensure the platform integrates smoothly with other tools you rely on, like CRM systems, accounting software, or email marketing tools, to create a unified workflow.

Ease of Use

The platform should be user-friendly for both your team and clients, reducing the time spent on training and helping everyone get up to speed quickly. This ease of use will also minimize errors and improve overall productivity

Customer Support

Reliable customer support is crucial. Whether it’s through chat, email, or phone, having quick access to help can save you time and frustration.

Pricing Structure

Consider whether the platform offers a pricing model that fits your budget. Make sure it’s transparent, with no hidden fees, and that it provides good value for the features you need.

So, What is The Best Alternative to Moxo?

The best alternative to Moxo is Agency Handy, offering a wide range of tools specifically designed for managing digital agencies. 

It excels in areas like service listing, client onboarding, and task management, making it ideal for agencies needing a more specialized solution.

Other great options include SuiteDash, which offers an all-in-one business management platform. Copilot focuses on client portals and billing, making it ideal for subscription-based businesses. 

Zoho is known for its extensive CRM and various business tools, providing a comprehensive solution. Clinked stands out with its customizable, white-labeled workspaces, perfect for businesses needing branded client interactions.

Each of these tools has its own strengths, so choose the one that best fits your specific business needs.

Final Words

When selecting the best Moxo alternative, focus on your agency’s specific needs. Seek out platforms that provide features Moxo doesn’t, such as service listing customization or advanced task management.

Consider how easy the platform is to use, its integration capabilities, and the level of customization it offers. Your ideal choice should not only streamline operations but also improve how you interact with clients.

FAQs

What are the best Productive.io alternatives?

Some of the best alternatives to Productive.io include:

• Agency Handy: Ideal for digital agencies with features like service listing and client management.
• Trello: Great for simple, visual task management.
• Asana: Excellent for detailed project tracking and team collaboration.
• ClickUp: Known for its all-in-one productivity tools.
• Monday.com: Offers customizable workflows and strong team collaboration features.

Further Read: Productive.io Alternative

Do these Moxo alternatives offer free trials or demos?

Yes, all of the Moxo alternatives, like Agency Handy, SuiteDash, Copilot, Clinked and Zoho, offer free trials or demos. This allows you to explore their features before making a commitment.

Are these alternatives suitable for remote teams or freelancers?

Yes, these Moxo alternatives are suitable for remote teams and freelancers. Tools like Agency Handy, SuiteDash, and Clinked offer features designed for remote collaboration, including secure file sharing, task management, and client portals accessible from anywhere.