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Moxo Overview

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What is Moxo?

Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers collaborative workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Moxo Details
Product Website
Discussions
Languages Supported
Bosnian, Bulgarian, German, English, Finnish, French, Croatian, Hungarian, Indonesian, Italian, Japanese, Dutch, Portuguese, Romanian, Russian, Spanish, Chinese (Simplified), Chinese (Traditional)
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Product Description

Modernize your client interaction workflows with Moxo. Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebE.

How do you position yourself against your competitors?

Control the chaos of managing external business.

Moxo's project workspaces blend structure and automation with human interaction, so businesses can drive operational efficiency, and deliver a branded experience.

Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,080 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Description

Today's client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides interaction workspaces for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx. To learn more, visit moxo.com and follow the company on LinkedIn, Twitter and Instagram.

LI
Overview Provided by:
Leena Iyar
Chief Brand Officer — Moxtra

Moxo Integrations

(3)
Verified by Moxo
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HubSpot Academy

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HubSpot Sales Hub

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Salesforce Sales Cloud

Recent Moxo Reviews

RA
Ryhan A.Small-Business (50 or fewer emp.)
5.0 out of 5
"Successful in Streamlining Business Goals"
I like that everything is very organized and user friendly. The customer support is also very helpful and appreciated.
Read more
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Moxo was super user friendly and easy to navigate."
Moxo was simple to learn and effective for document creation, sending, and sharing. Customer support was consistent and helpful.
Read more
LG
Leah G.Small-Business (50 or fewer emp.)
5.0 out of 5
"Moxo Revolutionized my nonprofit!"
I love Moxo for it's customization and the amazing tech support team. They are always adding new features and making improvements on their platform.
Read more
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1 person requested security information

Moxo Media

Moxo Demo - Flow Workspaces
Moxo Flow Workspaces blend a workflow automation layer with a complete, contextual interaction suite.
Moxo Demo - Drag-and-drop Workflow Builder
Create Moxo Flow templates for your most frequent processes using an intuitive, drag-and-drop workflow builder. Use Moxo actions such as forms, file requests, approvals, tasks, eSignatures, meeting scheduling, and acknowledgements. Or choose from a growing library of third party actions such a...
Moxo Demo - Interaction Suite
Our customers have complex processes and not everything can be automated. With Moxo, interact in-context using secure messaging, meetings, or file sharing with annotations. Provide assistance without breaking the flow.
Create secure, interactive workspaces with your clients, vendors and partners. Leverage business actions such as approvals and eSignatures. Provide a convenient, organized record of past messages, documents, signatures, and more
Play Moxo Video
Create secure, interactive workspaces with your clients, vendors and partners. Leverage business actions such as approvals and eSignatures. Provide a convenient, organized record of past messages, documents, signatures, and more
Use Moxo's drag-and-drop workflow builder to create templates. Orchestrate each step of your workflow with ease, integrating business actions like forms, file requests, digital signatures, tasks, approvals, acknowledgements, and third-party
Play Moxo Video
Use Moxo's drag-and-drop workflow builder to create templates. Orchestrate each step of your workflow with ease, integrating business actions like forms, file requests, digital signatures, tasks, approvals, acknowledgements, and third-party
Hibernia College is a transformative college located in Dublin, Ireland, that offers teacher training and blended learning. The Cohort App, by Moxo, for Hibernia College enables private workspaces for a secure digital classroom experience.
Play Moxo Video
Hibernia College is a transformative college located in Dublin, Ireland, that offers teacher training and blended learning. The Cohort App, by Moxo, for Hibernia College enables private workspaces for a secure digital classroom experience.
VIPlatinum Escrow uses Flows to securely automate the escrow process. From initial onboarding through the close of escrow, VIPlatinum provides a step-by-step guide through the experience, streamlining document collection and interactions.
Play Moxo Video
VIPlatinum Escrow uses Flows to securely automate the escrow process. From initial onboarding through the close of escrow, VIPlatinum provides a step-by-step guide through the experience, streamlining document collection and interactions.
Redefining client relationship management. Citibank embedded Moxo into Citi Hello - a Citigold application built to digitize interaction workflows between clients and relationship managers.
Play Moxo Video
Redefining client relationship management. Citibank embedded Moxo into Citi Hello - a Citigold application built to digitize interaction workflows between clients and relationship managers.
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168 out of 169 Total Reviews for Moxo

4.5 out of 5
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168 out of 169 Total Reviews for Moxo
4.5 out of 5
168 out of 169 Total Reviews for Moxo
4.5 out of 5

Moxo Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for MoxoQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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MO
Senior Customer Success Manager
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

It's nice to be able to screen share and have conference calls over the web. I also like that they had a good amount of dial in country lines. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

It was always a gamble on if it word work or not. Some problems included bad phone line, weird static noises throughout the call, screen share not working, or screen share lagging. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

Test it out first. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

My company used to use Moxtra as an integration into our product but we had to drop them because we had so many problems and had support tickets with them daily. Review collected by and hosted on G2.com.

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Planning Manager
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

Moxtra is a great platform for sharing information and working within a team. It has a beautiful UI and as a UX/UI designer I really appreciate that. There are some issues with the navigation as it could be easier to navigate, but overall I think that it is a great product for a young company. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

As noted above, the UX is great, but there are some issues with the fact that navigating the product can be a tad difficult due to it's unintuitive nature. You have to play around with the app before you really understand what you are doing. But, once you get the hang of it, if is fairly easy to use. I actually enjoyed the previous version before this last UI update. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

Make the app as intuitive as possible. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Well, the number on business problem of collaboration is what the software is used for. It is also great for overall team communication. Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

I really enjoy the layout and functionality of files posted. As I go through my work week it is faster usually to Moxtra someone in my organization than even SMS. Being able to go back and see the history of the messages is useful as you can search people while eliminating the distraction of a cell phone. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only gripe I have is the mobile app doesn't notify me unless I have the app open and active. I'd use it a lot more when not at my desk if it grabbed my attention telling me about lingering messages. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

This pushes a "business only" feel. No giphys and a more professional look make it a best fit when wanting to enhance productivity without offering distractions. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Collaboration across the board. Very rarely in companies are you able to speak and have open conversations with C-Level executives. Moxtra not only allows this but lets the C-Level guys have their finger on the pulse of all operations of the company. Review collected by and hosted on G2.com.

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Verified User in Internet
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

Easy to start a meeting from any device. Good sound quality. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

No calendar integrations. Can be buggy at times. Hard to collaborate with other team members on meetings. Don't see all meeting accepts. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

Make sure it has all the features you need for your business use case. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Easy screen sharing built into our product. Allowed us to be competitive with our solutions in the market. Not a ton of benefits compared to other virtual meeting tools. Review collected by and hosted on G2.com.

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Verified User in Internet
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

When it comes down to getting the job done, Moxtra does not disappoint. Almost too easy to use. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

It is lacking a few features that are valuable to a sales reps experience, such as recording your video. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

It was great to have Moxtra integrated into our solution and be able to leverage its capabilities as a part of our offering. Review collected by and hosted on G2.com.

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Verified User in Internet
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

Easy to use and great on a mobile device. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

No complaints on what I dislike... maybe more integrations? Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

If you are familiar with other Saas tools or platforms, you should have no problems! Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Collaboration and screenshare - being able to do that anywhere is super helpful! Review collected by and hosted on G2.com.

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Verified User in Internet
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

The capability to share content was nice when it works. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

It would error all the time and ultimately we had to discontinue using it with our product. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

Don't use it. Way too unreliable. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Screen sharing content within our platform. Review collected by and hosted on G2.com.

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Verified User in Internet
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Moxo?

I like that our screenshare had a Clean interface Review collected by and hosted on G2.com.

What do you dislike about Moxo?

I dislike that the video and screenshare were splitted into 2 seperate screens Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Internal Sales Screensharing calls Review collected by and hosted on G2.com.

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