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Moxo Reviews & Product Details - Page 4

Moxo Overview

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
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.


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Overview Provided by:
Chief Brand Officer — Moxtra

Moxo Integrations

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Verified by Moxo

Recent Moxo Reviews

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.
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.
RH
Rae H.Small-Business (50 or fewer emp.)
5.0 out of 5
"Inevitable Flow building platform"
The functionalities are good! I love its flexibility and its frequent updates. The integration is just one click within the site offering Zapier as...
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Moxo Media

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167 out of 168 Total Reviews for Moxo

4.5 out of 5
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167 out of 168 Total Reviews for Moxo
4.5 out of 5
167 out of 168 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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G2 reviews are authentic and verified.
Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

The Moxo team and their support throughout the sales and implementation process was outstanding. The platform was quick to setup. The platforms simplistic and intuitive design are excellent. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Nothing stands out as a major negative of Moxo. Review collected by and hosted on G2.com.

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

Ease and automation of onboarding. This has provided us and our clients an improved client onboarding experience. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
CH
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

Adapting regularly and more features all the time

Intuitive

Customer Support - Jajiv Gopal Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Nothing really, looking forward to how it evolves Review collected by and hosted on G2.com.

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

Dentist Aligner Case - Case Support Portal Review collected by and hosted on G2.com.

BB
Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

The team at Moxo is probably the most helpful and supportive team that I have met while enabling a software over my 15 year career in marketing. the team was ready to help with an question we had and ready to make adjustments to suggestions.

Our cleints love the software as much as we do. We now ahve an individual space for each client and can send our emails direclty to it for approvals. Along with blogs, page corrections and anything else we need approved or have a question on.

I would recommend this software to any digital agency Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Be able to send reminders before and past due dates, also selecting how they are notified - email, push or text messages would be great. Review collected by and hosted on G2.com.

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

We needed a software we could send test emails to without them getting lost in email boxes. This allows us to send them directly to the client and get them routed for approvals Review collected by and hosted on G2.com.

HT
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

These guys are so amazing! The best part of Moxo is pretty much everything. The speed, the support, and how easy it is to implement the software with my crew, besides the endless ones we tried previously. I use this for every event production we do and commercial video or photo production project. Moxo has given structure to our process, workflow with clients, and staying organized. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

More native automation or support for AI implementation would be great. However, This works with Zapier, Gmail, and Hubspot, so there are already many options. Nothing to dislike about Moxo. Review collected by and hosted on G2.com.

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

Moxo solves all the structure, organization, and client relations that stay difficult to track and manage when we have so many event productions going on! It is a clear place to keep all work and conversations about work located in one area as well as with documents, images, content, and feedback. Pure, non-confusing structure in a sea of messy Saas landscape we live in today. Review collected by and hosted on G2.com.

Verified User in Law Practice
AL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

The possibility of having everything integrated in a single place, such as chat, mobile app, flow monitoring, etc. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

I still feel there is a lack of automation in the flows, such as the possibility of following parallel flows based on conditions or even more automation/integration with other applications Review collected by and hosted on G2.com.

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

Flow monitoring, Client communication Review collected by and hosted on G2.com.

JC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete. Customer support is incredible as well, very responsive and professional. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Have not seen anyting that I dislike yet. It may be that the current MOXO features meet all the needs that we have as a smaller size consulting company. If there is one small item that may need improvement is to allow the MOXO phone app to access the Content Library. For me, it isn't a big issue, but I can see how others might want that feature in the future. I am content having a simplified phone app without much clutter, and enjoy accessing the whole content on my laptop. Review collected by and hosted on G2.com.

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

MOXO allows us to provide one-to-one coaching service to clients around the world. Without such convinient platform, it would be very difficult to keep track of our clients progress. Having a one-stop place that houses all info about a client--programs, video-call recordings, documents, notes, scheduling, etc.--is a game-changer. Review collected by and hosted on G2.com.

JW
Financial Services Professional
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

We love that we now have the ability to communicate with our clients and streamline our processes in one place. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

There are minor features that we would like to have that would make it a little easier to visualize our processes/workflows. Review collected by and hosted on G2.com.

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

Moxo is allowing us to stay on top of our workflows so none of our projects are forgotten. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

Client engagement

seperate space for our work vs email

Organization Review collected by and hosted on G2.com.

What do you dislike about Moxo?

visibility into other workspaces

some missing features Review collected by and hosted on G2.com.

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

Client communication. Lowering our churn rate. Review collected by and hosted on G2.com.

Verified User in Real Estate
IR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

The people we have worked with at Moxo have been friendly, accomodating, supportive and helpful. We really appreciate working with our account rep Abi who is very communicative and follows up as needed. Abi has passed on feedback to their dev team to work on platform updates/changes for us. The platform is flexible and easy to work with. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

We are still getting a handle on the terminology (its a bit confusing) such as flow vs. workflow space and client vs. contact. We are working with Abi to see if there is a way we can customize messaging via auto-emails to clients since all of them appear similar in an inbox. Review collected by and hosted on G2.com.

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

Moving from paper forms to digital is helping us be way more efficient, organized and secure! Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

* Easy to setup and adjust onboarding steps for clients.

* Great range of functionality (video meeting, calendar, e-sign, forms).

* Flexibility in implementation (require review on acknowledgement steps, skip sequence on document upload steps etc.) Review collected by and hosted on G2.com.

What do you dislike about Moxo?

* Greater level of customisation in steps would be a bonus.

* Conditional logic for steps would unlock significant capacity to automate customisation of onboarding flows. Review collected by and hosted on G2.com.

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

Moxo allows us to have a single interface for document transfer and communication with clients - enhancing process certainty and, hence, customer experience. Review collected by and hosted on G2.com.