Moxo
Your OneStop Client Hub.
Overview
Moxo is a client engagement platform that helps businesses streamline their client interactions by creating customized, one-stop client hubs. It provides a suite of tools for secure messaging, document collaboration, video meetings, and digital signing, all within a branded and workflow-driven environment.
✨ Key Features
- OneStop Client Hub
- Secure Messaging & Chat
- Document Collaboration
- Video & Audio Meetings
- E-Signatures
- Workflow Automation
🎯 Key Differentiators
- Focus on workflow automation and client journey management
- All-in-one communication and collaboration features
- Strong security and compliance
Unique Value: Moxo provides a comprehensive and secure platform for businesses to orchestrate their client engagement processes, delivering a modern and efficient digital experience.
🎯 Use Cases (4)
✅ Best For
- Used by financial services, consulting, and other high-value service industries.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Simple freelance projects that do not require extensive client interaction.
🏆 Alternatives
Moxo's strength lies in its ability to manage the entire client journey through structured workflows, which is more advanced than what is offered by many simpler client portals.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Advanced tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
🔄 Similar Tools in Client Communication Tools
Monday.com
A visual and customizable Work OS for project management, CRM, and client collaboration....
ClickUp
A highly customizable productivity platform for task management, docs, chat, and goals....
Asana
A project management tool to help teams organize, track, and manage their work....
Wrike
An enterprise-grade collaborative work management platform for large teams and complex projects....
Teamwork.com
A project management platform built specifically for agencies and client-service businesses....
Basecamp
A project management and team communication tool that organizes all work and client communication in...