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.

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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

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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
These plans are available on custom pricing. Request a personalized Moxo pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Moxo Integrations

The software provides seamless integration with various third-party applications and tools, including:

Watch the Moxo demo to learn more about its integration arrangements.

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

The platform helps businesses streamline customer onboarding processes. It handles everything from inquiry to completion with automated workflows. This helps reduce turnaround times significantly.

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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.

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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.

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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.

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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

Stars

56%

4

Stars

38%

3

Stars

6%

2

Stars

0%

1

Stars

0%

Share your experience

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Amanda D.

Not Specified, 1-10 employees

4.0
December 2024

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

KN

Kesha N.

Not Specified, 1-10 employees

4.0
December 2024

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

TK

Taylor K.

Not Specified, 1-10 employees

5.0
December 2024

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

Users who benefit from Moxo features include various industries and sectors such as finance, marketing, technology, legal, logistics, healthcare, and consulting.

Yes, the software offers an API.

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.

No, the platform does not provide a dedicated mobile app.

The platform supports the English language only.

Moxo integrates with various third-party applications and tools, including Slack, HubSpot CRM, Salesforce, Zoom, Gmail, DocuSign, and QuickBooks.

The platform offers support through a resource center and ticket system.