Last Updated
Overview
Moxo connects people, processes, and tools into one streamlined workspace. From client onboarding to order fulfillment, it reduces manual effort while keeping tasks organized. Though some features like filters could be more flexible, it’s a strong option for businesses that want scalable, secure workflow management without unnecessary complexity.
Overall Rating
Based on 16 users reviews
4.5
Rating Distribution
Positive
94%
Neutral
6%
Negative
0%
Starting Price
Custom
Moxo Specifications
- Contact Management
- Customer Communication Tracking
- Workflow Automation
- Integration with Marketing Tools
What Is Moxo?
Moxo is a comprehensive Customer Relationship Management (CRM) software designed to streamline complex business processes across organizations and departments. The software stands out for its ‘Moxo AI’ that adds guidance into your flows, reviewing forms, routing work to the right people, and ensuring the next step is always clear. The interaction workspaces blend workflow automation with real-time collaboration tools, enabling businesses to accelerate their operations while maintaining human oversight for critical decision-making processes.
Moxo Pricing
Businesses can choose from the following Moxo price plans:
- Business
- Business Pro
- Enterprise
Disclaimer: The pricing is subject to change.
Moxo Integrations
The software provides seamless integration with various third-party applications and tools, including:
Who Is Moxo For?
Moxo is ideal for a wide range of industries and sectors, including:
- Finance
- Marketing
- Technology
- Legal
- Logistics
- Healthcare
Is Moxo Right For You?
If you’re looking for a comprehensive CRM that unifies workflows, systems, and AI, Moxo is the right choice. The platform excels in connecting disparate business systems while maintaining the human element in critical decision-making. Its ability to create unified workflow environments makes it particularly valuable for organizations with complex, multi-departmental processes.
Still doubtful if Moxo Software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Moxo Features
Customer Onboarding
The platform helps businesses streamline customer onboarding processes. It handles everything from inquiry to completion with automated workflows. This helps reduce turnaround times significantly.
Document Collection
Moxo makes it easy to streamline document collection and exchange processes, without compromising on security. Organizations can get started within minutes using templates. Additionally, it allows users to build their own custom workflows with private-labeled mobile apps and web portals for enhanced brand consistency.
Account Management
The platform coordinates client service processes into cohesive workflows, eliminating siloed communications and scattered tasks. Teams can orchestrate complex client processes while maintaining clear visibility of progress, significantly reducing response times through smart notifications and automated routine tasks.
Order Fulfillment
Moxo transforms order fulfillment operations with intelligent workflow orchestration that connects logistics, inventory management, and customer communication systems. Automated task routing and real-time tracking capabilities ensure efficient order processing while maintaining complete visibility across the entire fulfillment lifecycle.
Pros And Cons of Moxo
Pros
Easy client communication with smooth onboarding
Secure task tracking with organized file management
Centralized platform for videos, files, and chats
Cons
Lacks date filter in features
Limited notification customization options
Moxo Reviews
Total 16 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars56%
4
Stars38%
3
Stars6%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 1-10 employees
“excellent Tool for Routine Tasks”
Pros
I found the admin setup incredibly easy and our external clients picked it up just as easily. The support team jumps into our thread quickly whenever questions come up which has been fantastic. What really excites me is how often they roll out updates with genuinely useful new features.
Cons
In my opinion there should be more options for customizing permissions when setting up internal users. The current system feels a bit restrictive for our needs.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
8
Not Specified, 1-10 employees
“secure and smooth Platform”
Pros
I appreciate having a secure platform where our team and clients can communicate effectively.
Cons
The pricing can be steep for smaller businesses, though I appreciate how they've worked with us to find solutions.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
9
Functionality
8
Not Specified, 1-10 employees
“optimized hiring but dashboard gets cluttered”
Pros
The hiring process has become so much faster since I started using this platform. What used to take us 10-12 weeks, now averages just 7-9 weeks which is a massive improvement for our organization.
Cons
Dashboard gets pretty cluttered when I have tons of clients which can be confusing. I really wish there was a way to organize everything into folders, like having separate folders for each step in the process and putting clients into their matching folders automatically.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
Who are the typical users of Moxo?
Users who benefit from Moxo features include various industries and sectors such as finance, marketing, technology, legal, logistics, healthcare, and consulting.
Does Moxo offer an API?
Yes, the software offers an API.
What types of pricing plans does Moxo offer?
The software offers multiple price plans, including Business, Business Pro, and Enterprise. These plans are available on custom pricing. Get in touch for a tailored Moxo cost estimate.
Does Moxo have a mobile app?
No, the platform does not provide a dedicated mobile app.
What language does Moxo support?
The platform supports the English language only.
What other apps does Moxo integrate with?
Moxo integrates with various third-party applications and tools, including Slack, HubSpot CRM, Salesforce, Zoom, Gmail, DocuSign, and QuickBooks.
What level of support does Moxo offer?
The platform offers support through a resource center and ticket system.