Are you overwhelmed by scattered client communication and complicated workflows?
Moxo, winner of G2’s 2024 Best Software Awards for Best Project Management and Best Content Management Product, could be the solution you’ve been looking for.
Moxo is designed to simplify client interactions and automate repetitive tasks, helping you streamline every part of your business. We’ve taken a close look at Moxo to see how well it delivers on its promises.
Keep reading to discover how Moxo performed and whether it’s the right fit for your business!
What is Moxo?
Moxo is a client interaction hub that helps streamline communication and workflows between businesses, customers, vendors, and partners. It combines workflow automation, secure messaging, video meetings, and document management in one platform.
One of Moxo’s key strengths is its ability to integrate these tools within your existing apps or website, making it highly adaptable to any business setup. You can create customized workflows for tasks like client onboarding, document collection, and project management, simplifying your operations.
Moxo automates routine tasks, improving efficiency while enhancing data security with SOC 2 Type II compliance. It also offers detailed reporting, giving you clear visibility into ongoing workflows.
This platform is ideal for industries like finance, real estate, healthcare, and consulting—where managing client relationships, handling documents, and secure communication are critical.
Whether you’re a small business or an enterprise, Moxo provides a scalable solution that cuts down clutter and speeds up processes while delivering a seamless, branded experience for both your team and clients.
Moxo Review: The Key Features
Moxo is packed with features that enhance client interaction and business processes. After using the platform, we found these features particularly valuable for streamlining operations and improving client experiences.
Workflow Automation
Moxo’s drag-and-drop builder lets you create custom workflows that include tasks, approvals, file requests, and eSignatures. Automate repetitive tasks, saving you time while keeping processes organized and efficient.
What sets Moxo apart is the ability to create reusable templates for common workflows. This makes it incredibly simple to set up processes once and apply them to multiple projects, eliminating redundancy.
Notifications are triggered automatically, ensuring that stakeholders are aware of their responsibilities in real time.
Client Interaction Suite
Moxo integrates messaging, video meetings, file sharing, and even annotations in one place. You can engage with clients in real-time without breaking the flow of business, all within a secure environment.
We found the interaction suite especially useful for managing complex projects where real-time communication was needed.
Video calls can be launched directly from the workspace, keeping all client communication in context, and the secure messaging ensures sensitive information stays protected. This suite removes the need for external communication tools, keeping everything centralized.
Embedded Workspaces
With SDKs for iOS, Android, and web, Moxo allows you to embed its workspaces into your existing apps. This keeps your branding intact while integrating powerful workflow tools into your own platform.
Moxo’s flexibility to integrate seamlessly into an existing app means businesses don’t have to force users onto a new platform. The SDKs provide customization options to ensure the user experience remains consistent, while the backend operations are powered by Moxo’s workflow engine.
This feature is especially valuable for businesses that already have a digital presence and want to extend it without disrupting their current setup.
Document Collection and Management
Simplify document handling by setting up automated file requests and approvals. Files are securely stored with access permissions, and you can preview them within the platform without extra downloads.
What’s great about Moxo is the audit trail for every document collected. You can see when a file was uploaded, who interacted with it, and whether it has been approved.
This reduces the risk of losing track of important documents and ensures everyone is accountable. Additionally, the ability to categorize and organize files based on projects or tasks keeps everything tidy and accessible.
Custom Branding and Client Portal
Moxo allows full customization of your client portal with your own branding. Clients can access their workflows, files, and updates in a streamlined, branded environment that reinforces professionalism.
This branding feature is incredibly valuable for companies looking to provide a cohesive user experience. Every interaction within the portal reflects your company’s image, from logos to color schemes.
The portal is accessible via both mobile and web, providing clients with a unified experience, whether they’re on their desktop or smartphone. It’s perfect for businesses wanting to maintain a consistent brand presence.
Notifications and Reminders
Users receive timely email or app notifications when it’s their turn to act, keeping processes moving. Custom reminders can also be set to avoid delays and ensure timely task completion.
In our experience, the custom reminder functionality is particularly beneficial for projects with multiple stakeholders. You can configure specific nudges for tasks that might be falling behind, ensuring deadlines are met. The “magic links” in notifications allow users to jump directly to their task.
Reporting and Insights
Moxo’s reporting dashboard offers real-time visibility into KPIs such as completion rates and task durations. These insights help you track progress and optimize workflows for maximum efficiency.
The reporting tools are comprehensive, offering both high-level overviews and the ability to drill down into individual tasks. You can filter reports by team member, project type, or task to identify bottlenecks and optimize processes.
The ability to export reports as CSV files for further analysis is an added bonus for those needing more detailed insights or sharing data with external teams.
Security and Compliance
With SOC 2 Type II compliance and data encryption at rest and in transit, Moxo ensures robust security. It’s perfect for industries like finance and healthcare where data protection is essential.
Moxo also offers advanced user management controls, allowing administrators to set precise permissions for different roles.
This ensures that sensitive data is accessible only to those who need it, adding an extra layer of security. The platform is also GDPR-compliant, providing peace of mind for businesses handling personal data across different regions.
File Annotations
Easily collaborate on documents by adding annotations directly within the platform. This eliminates the need for external tools and keeps communication about documents centralized and clear.
The annotation tool is simple but powerful, allowing you to mark up PDFs, spreadsheets, and images directly in Moxo. While testing, this feature was especially useful in handling our design and legal teams, where we usually go back and forth before finalizing outputs.
It streamlines the revision process and keeps all feedback in one place, reducing the need for scattered email threads or third-party tools.
Custom Integrations
Moxo integrates with tools like Salesforce, HubSpot, and DocuSign. You can also use APIs and Zapier to connect Moxo with other apps, automating actions across platforms for a seamless workflow.
One of the key benefits here is the ability to sync data across platforms in real-time. For example, approvals or document uploads in Moxo can automatically trigger actions in your CRM or project management software.
This integration flexibility ensures that Moxo fits into your existing tech stack rather than forcing you to adapt to a new ecosystem.
How to Sign Up and Use Moxo Effectively
Setting up Moxo is straightforward and user-friendly, designed for teams and businesses to hit the ground running. Here’s how to effectively set up and use Moxo for your business:
Step 1: Customize Your Portal
You start by setting up your client portal to match your brand identity and preferences.
- Set Up Branding: Adjust the portal’s color scheme and upload your logo to align with your company branding.
- Personalize Your Profile: Update your avatar, job title, and other details to complete your profile.
Step 2: Create Workspaces
Workspaces in Moxo are the backbone of project management and collaboration.
Choose Workspace Type:
- Flow Workspace: For managing process-driven projects, either from scratch or using a pre-built template.
- 1:1 Workspace: For direct interactions with clients or partners.
- Group Workspace: For team-based projects and collaboration.
How to Create a Workspace:
- Click on the +New button in the top-right corner.
- Select the workspace type based on your needs.
- If using Flow Workspace, create a new one or choose from a template.
- For 1:1 or Group Workspaces, name the workspace and add relevant members.
Step 3: Set Up Workflow Templates
Workflow templates allow you to automate repeatable tasks, saving time and minimizing errors.
- Access Templates: Go to the Library in the top navigation bar.
- Build or Use a Template: Select from over 50+ ready-made templates or create your own with the drag-and-drop builder.
- Instant Flow Workspaces: Set up roles for your team in these templates, allowing flexibility to assign users later.
Step 4: Manage Roles and Permissions (Flow Workspaces Only)
In Flow Workspaces, it’s essential to manage roles and permissions to keep the workflow organized.
- Click on User Role Icons in the Flow section.
- Click “Assign” for each role and enter the user’s full name and email address.
- Craft a personalized welcome message (optional).
- Assign roles with specific permissions, such as “Project Lead” or “Client.”
Step 5: Invite Members to Your Workspace
Invite internal users or external clients to join the workspace and collaborate on projects.
How to Invite Members:
- Click Invite Members inside a workspace.
- Invite via email or phone number.
- Alternatively, share a Workspace Link for quick access.
Inviting Internal Users:
- Go to the Admin Portal.
- Click the Internal Users tab, then click Invite.
- Fill out the user’s details or share an invite link.
Inviting Clients:
- Click +New, select Client, and fill in their details.
- Add them to a new or existing workspace.
- Alternatively, share a client invite link.
Step 6: Use Flow & Actions to Manage Projects
The Flow feature is the engine that drives task completion within your workspace.
- Create Actions: Assign tasks such as document collection, approvals, or e-signatures.
- Notify Users: The system notifies users when it’s their turn to take action, keeping the workflow moving efficiently.
- Monitor Progress: View updates in real-time and ensure that deadlines are met.
Step 7: Interact with Clients
Moxo makes client communication seamless through its Interaction Suite.
- In-Context Communication: Send messages, share documents, and hold video meetings—all within the workspace.
- Support Clients: Provide assistance and guidance through direct interaction, ensuring the project runs smoothly.
Step 8: Manage and Track Progress with Reports
Gain valuable insights into your projects and workflows using Moxo’s reporting tools.
- View Open Workspaces: Track all active projects in real-time.
- Admin Oversight: Administrators can oversee all users and their workspaces.
- KPI Tracking: Monitor completion rates, track team performance, and identify areas for improvement.
Moxo Pricing & Subscription Plans
Moxo offers a 3-tier pricing structure. The pricing depends on the number of users and the plan you go for.
Additional features such as the Private Labeled App, enhanced support, and custom deployment options are add-ons for an extra fee. Moxo’s free trial is also available to test out the features.
Here’s what each of the plans offer:
| Pricing Tier | Pricing | Features |
| Business | Not Provided | Workflow builder & templatesComplete collaboration suite (messaging, video meetings, file sharing with annotations)ApprovalsAcknowledgementseSignaturesFile requestsMeeting schedulerTasksBasic automationsBasic integrationsContent libraryPersonal productivity dashboardUnlimited workspace history100 GB/user |
| Business Pro | Not Provided | Advanced automationsAdvanced integrationsFormsManagement reporting dashboardBranchingAudit (7 years)SAML SSOCustom onboardingDedicated Customer Success ManagerPortal add-on (Additional fees apply)Client dashboardPortal branding & configurationLive chat Service requestsBranding kit add-on (Additional fees apply)Private labeled app (iOS, Android)Custom URLCustom email domain |
| Enterprise | Not Provided | Enterprise REST APISDKs (iOS, Android, JavaScript, React Native, Cordova)Incoming and Outgoing WebhooksCustom Business ActionsDedicated Technical Account ManagerEnterprise SupportEnterprise deployment options |
Why Should You Get Moxo?
Moxo is an advanced client interaction platform that simplifies workflows and enhances business processes. Based on user feedback and our experience with the software, here’s why Moxo stands out.
Simplifies Customer Management
Users love how Moxo organizes customer management. It’s easy to use, intuitive, and makes client communication effortless, according to real users. This means you can handle everything from one platform without worrying about scattered communication.
Streamlined Client Communication
Real feedback shows how Moxo centralizes communication, eliminating the need for multiple emails. Group conversations keep everyone in sync, so no need to debrief colleagues or clients constantly.
Enhances Workflow Efficiency
Clients appreciate Moxo’s ability to handle high-volume workflows while keeping things organized. The platform’s flows are customizable, making it easier to manage various project types with a streamlined approach.
Reliable and Secure
Security is a major plus for users, especially in industries like finance or education. With privacy measures in place, including no need for individual mobile numbers, it ensures a safe environment for communication and data handling.
Improved Team Collaboration
Many users like how Moxo facilitates internal team collaboration. Having all communication in one place allows teams to stay aligned without losing track of client interactions or tasks, which boosts efficiency.
Drawbacks of Moxo
While Moxo offers plenty of benefits, like any platform, it has some drawbacks that users have pointed out. Here’s a breakdown of some of the limitations we found.
Limited Mobile Functionality
Certain features, like form creation, are limited on the mobile app. You’ll often need to use the desktop version for full functionality, which can be inconvenient for mobile-first users.
Expensive Compared to Alternatives
Cost is a recurring concern for some users, especially smaller businesses. While they agree the platform is worth the investment, the pricing is higher compared to other similar tools.
Notification System Needs Improvement
We found the notification preferences tricky to manage, especially if workflows were set up before adjustments. This sometimes leads to receiving more notifications than desired.
Project Management Limitations
Moxo excels at client communication, but some users feel its project management capabilities are not as robust. Features like task tracking could be more detailed, leaving users needing additional tools for full project visibility.
Limited Automation in Flows
Improving conditional logic and parallel flows would improve Moxo’s automation capabilities. Moxo can automate tasks like document approvals and file requests. However, automating more complex processes—like triggering specific actions based on client input or status updates—requires manual intervention.
Note: If Moxo doesn’t sound like the right fit, here are the best Moxo alternatives you can check!
User Experience of Moxo
Moxo delivers a comprehensive user experience designed to simplify client interactions and streamline workflows. Here are a few key aspects of Moxo’s user experience.
1. Ease of Use
Moxo is known for its easy-to-navigate interface. Users appreciated how simple it is to get started, reducing onboarding time and making daily tasks easier. With its clean layout, you can manage workflows, communicate with clients, and share documents without needing much training.
“What I love about Moxo is that it is very user friendly, very intuitive, and makes customer management much simpler and more organized.” — Lyndon L., Director – Finance.
2. Professional User Interface
Users frequently mentioned the polished and professional aesthetic of Moxo. From branded client portals to their overall design, the platform not only improves internal workflows but also creates a great impression on clients.
“Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients.” — Hayes C., Founder.
3. Customization and Branding
Moxo offers full customization options, allowing you to brand client portals to match your business. This helps create a professional and memorable experience, which enhances client engagement.
“We can create our own Tabono app which looks very professional. Dealing with the team with customized widgets and information on the app.” — Lyndon L., Director – Finance.
4. Efficient Client Communication
With Moxo, all communication is centralized in one place. Messaging, video meetings, and document sharing are integrated, reducing the need for multiple tools. Users find this makes client interactions smoother and more efficient.
“Moxo has revolutionized how we communicate with clients. Instead of sending multiple emails… we now have all our communication organized and easily searchable.” — Chad S., Small Business Owner.
5. Responsive Customer Support
Users consistently praised Moxo’s responsive customer support team. Dedicated account managers provide hands-on help, ensuring you get the most out of the platform. Users appreciate the quick responses and personalized follow-ups.
“The customer support is incredible and curated; it makes the integration process and ongoing assistance much easier.” — Jean-Félix L., Small Business Owner.
6. Streamlined Workflow Management
The workflow tools, like automated document approvals and eSignatures, are frequently praised for improving efficiency. Users find them especially useful in reducing repetitive tasks and keeping projects on track, particularly in industries that deal with a lot of documentation.
“Moxo has given structure to our process, workflow with clients, and staying organized” – Hope T., Small Business Owner
Moxo Support System for Users
Moxo provides a robust support system tailored to meet the needs of various business sizes and requirements. Here’s an overview of the different support options:
1. Product Expert Desk
Available across all plans, the Product Expert Desk provides users with professional assistance from Moxo’s team. Whether you’re dealing with product setup or troubleshooting, the experts offer hands-on guidance to ensure smooth use of the platform.
2. Customer Success Manager
For those on the Business Pro and Enterprise plans, a dedicated Customer Success Manager is assigned. This level of personalized support is highly valued by users, as it ensures ongoing help with optimizing the platform to meet specific business needs and goals.
3. Custom Onboarding
Businesses opting for the Business Pro or Enterprise plans benefit from custom onboarding services. Moxo’s team helps tailor the setup process based on your unique workflows, making implementation seamless and efficient from the start.
4. Technical Consultant
Enterprise users can get access to a Technical Consultant, providing specialized, in-depth technical support. This is ideal for organizations that require more complex customizations or need integration assistance with Moxo’s APIs and SDKs.
5. 24/7 Support (Available as an Add-on)
For businesses requiring around-the-clock support, Moxo offers 24/7 assistance as an add-on. This ensures that no matter where you are or when an issue arises, expert help is always available, providing peace of mind for critical business operations.
Our Review: What Do We Think About Moxo?
As research for this review, we really put Moxo through its paces. We didn’t just test it ourselves—we talked to people who use it daily to get a clear sense of what’s great and what could use some work. By seeing how it fits into real workflows and gathering user feedback, we got a full picture of the good aspects and the drawbacks.
Moxo has proven to be a robust platform for managing client interactions and workflows. The platform consolidates messaging, file sharing, video meetings, and task management into one cohesive solution. This makes it ideal for businesses looking to streamline client communication and collaboration.
Moxo’s standout feature is its ability to unify various client touchpoints, helping businesses like ours manage everything from onboarding to ongoing service delivery.
The customizable workflows and automation tools have saved us time and reduced repetitive tasks. The platform’s branding options also allow us to present a professional, personalized experience to our clients.
However, Moxo does come with some challenges. The mobile app lacks certain key features, like form creation, and its project management tools aren’t as detailed as some users might need.
We’ve also noticed that conversations are only stored for 90 days, which can be inconvenient if you need to revisit older communication.
Another drawback is that the pricing is not transparent, which makes it hard to assess long-term costs without extensive consultations.
Despite these limitations, Moxo remains a powerful tool for communication-heavy businesses. However, alternatives like Agency Handy address some of these challenges better and may be a better fit for your business.
Top 3 Moxo Alternatives You Should Look At
While platforms like Moxo offer comprehensive features, it’s important to consider whether they fully meet your growing business needs. Tools like SuiteDash, ManyRequests, and Agency Handy provide different strengths that could offer a better fit.
Here’s a more specific and informative version of the table:
| Features | Moxo | Agency Handy | SuiteDash | ManyRequests |
| Starter Price | Quotation-based | $49/month | $19/month | $79/month |
| Users for Starter Plan | Not Mentioned | 3 | Unlimited | 2 |
| Multiple Service Catalogs | No | Yes | No | Yes |
| Client Onboarding | Standard forms | Fully customizable intake and order forms | Automated forms | Customizable onboarding forms |
| Client Portal | Yes (Branded, limited by tier) | Yes (Fully white-labeled, custom branding) | Yes (White-labeling available) | Yes (Custom logo and color scheme) |
| Task Management | Yes (Basic task management) | Yes (Kanban boards, task delegation) | Yes (Task tracking, automation) | Yes (Custom workflows) |
| Payment Gateways | Credit CardPaypal | StripePayPalWiseManual banking | StripeBraintreeAuthorize.netPayPal | Stripe |
| Storage | 100GB/user (lower tier plans) | 1TB to 20TB options | Up to 2 TB | Unlimited |
| Custom Branding | Only on higher-priced plans | Full branding from the start | Available across plans | Limited customization |
Let’s now compare these tools directly and dive into the details to see which tool is the better fit for your company.
Agency Handy vs Moxo
When you compare Agency Handy and Moxo, you’ll notice that Agency Handy focuses on making things simpler for you, whereas Moxo is a bit complex to set up. If you want to manage your clients better and keep things running smoothly, it’s a good option.
The interface is easy to use, and the built-in service catalogs make it simple for you to list services, manage tasks, and bring in new clients. In each service, you can list up to 3 packages and price them separately, either recurring or one-time.
In contrast, Moxo offers more advanced workflow automation. However, it might feel a bit too complex if you don’t need all the extra features.
Customization is another area where Agency Handy excels. From the start, you can fully brand your client portals without having to opt for higher-priced plans. Moxo reserves these features for its more expensive tiers.
Customization is another strong point for Agency Handy. You can fully brand your client portals from the start without paying extra for higher plans. Moxo keeps this feature locked in its higher plans.
Additionally, Moxo’s pricing lacks transparency, making it difficult to understand long-term costs, whereas Agency Handy is upfront with its plans.
When it comes to storage, Agency Handy is more flexible. You can get between 1TB to 20TB of storage, which is perfect if you work with large media files.
Moxo, by contrast, gives you only 100GB per user on its lower-tier plans. This could be limiting, especially if you need more space for creative projects.
If you’re looking for a tool that’s easy to use, customizable, and offers lots of storage, Agency Handy is the better choice. Moxo might suit you if you need more complex workflow automation, but its complexity and unclear pricing make it less attractive for many agencies.
SuiteDash vs Moxo
SuiteDash is an all-in-one business management solution that integrates CRM, client portals, project management, and invoicing into one platform. This makes it a great choice if you need to centralize both client interactions and internal workflows.
On the other hand, Moxo focuses more on secure client communication. It comes with built-in messaging and video conferencing, making it a better fit for businesses that prioritize client-facing interactions over managing internal tasks.
When it comes to customization, SuiteDash stands out. It offers full white-label branding, even with its lower-priced plans, giving you more control over how your business is presented.
While Moxo also provides customization, it’s only available at higher tiers, making it less accessible for smaller businesses.
SuiteDash also excels at automating internal processes like invoicing and client onboarding. Moxo, in contrast, focuses on automating client collaboration tasks, such as document sharing and approvals.
If you’re looking for a comprehensive solution that handles both internal and external business processes, SuiteDash is likely the better option.
However, if you need a platform that focuses on client communication and can be quickly implemented, Moxo might be the right fit for you.
Further Read: SuiteDash Alternatives
ManyRequests vs Moxo
ManyRequests and Moxo serve different business needs. ManyRequests is designed specifically for creative agencies, while Moxo is more versatile for managing client workflows across various industries.
ManyRequests excels at offering a fully customizable client portal, allowing creative agencies to manage projects, handle client requests, and gather feedback. This makes it ideal if you want to provide a personalized experience for your clients.
While Moxo also provides client portals, its customization features are limited unless you opt for a higher-priced plan.
In addition, Moxo offers stronger tools for secure communication, including messaging and video conferencing—something ManyRequests does not provide. If real-time client interaction is a priority, Moxo might be the better choice.
For billing and payment management, ManyRequests stands out with features specifically tailored for agencies handling recurring client requests and subscriptions. Moxo focuses more on general workflow automation and secure communication.
If you’re in the creative industry and need project management and client feedback tools, ManyRequests is a specialized option. However, if you need a broader solution with secure communication features, Moxo is more suited for general workflow management.
Further Read: ManyRequest Alternatives
Conclusion
In conclusion, Moxo offers a powerful solution for businesses looking to streamline client communication, automate workflows, and enhance overall efficiency.
With its award-winning features for project and content management, Moxo stands out as a versatile platform that addresses key business pain points.
Its strengths include its customizable branding, secure messaging, and role-based access control. However, some users may find limitations in its storage capacity and the complexity of setting up workflows.
Despite these drawbacks, Moxo remains a solid choice for businesses seeking a comprehensive solution to improve workflow and client management. It’s definitely worth considering for your business needs.
FAQs
Is Moxo worth it?
Yes, Moxo is worth it for businesses seeking streamlined client communication, workflow automation, and secure collaboration. Its robust features, such as customizable branding and role-based access, make it ideal for managing complex projects and client interactions.
What does Moxo do?
Moxo simplifies client interactions by providing tools for workflow automation, secure messaging, file sharing, and project management. It integrates communication, collaboration, and client management into a single platform, enhancing efficiency for businesses across various industries.
What industries can benefit most from using Moxo?
Industries that rely on frequent client interactions and data security, like finance, healthcare, and legal, benefit most from Moxo. Its secure communication, workflow automation, and client portals simplify complex processes. This will ensure smooth client onboarding, approvals, and document management.
Is Moxo suitable for small businesses and freelancers?
Yes, Moxo is suitable for small businesses and freelancers. It provides scalable tools like client portals, task automation, and secure communication. These features simplify project management without needing multiple platforms. Thus, helping small teams manage clients efficiently while maintaining a professional, branded experience.
