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Moxo Reviews & Product Details - Page 5

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 Restaurants
AR
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?

For our daily operations and comunications is easy to use. We take advantage of all the features and the customer support is amazing Review collected by and hosted on G2.com.

What do you dislike about Moxo?

As of now. Nothing makes me dislike moxo Review collected by and hosted on G2.com.

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

Comunications with franchisees and corporate employes Review collected by and hosted on G2.com.

Verified User in Consulting
CC
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?

They were very helpful from a customer support aspect - I had direct access to someone via a personalized chat portal that kept our entire history of discussion. This is a feature of the software itself which they used so I was able to experience it firsthand from the client perspective while also using it from the business perspective in my own company. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The current set of features is more limited than what I need for my client interactions - it will be great to see how robust it becomes in the future as more features are added. Review collected by and hosted on G2.com.

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

Providing an integrated place for action items and discussion with clients is very nice. The use of Magic Links was also appreciated. Seamless user experience for my clients is key - this contributes to that. Review collected by and hosted on G2.com.

DJ
OPERATIONS DIRECTOR
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?

They designed the app exactly how we wanted and sough feedback throughout the process. At anytime we have had any issues with app, they have been extremely quick to rectify any issue and provide support for us. Our clients love the app! Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Nothing - it has all be great. They have always be incredibly supportive Review collected by and hosted on G2.com.

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

Instead of receiving lots of long winded emails from our clients and having to write back in a very official manner, we can quickly address any questions they may have. Review collected by and hosted on G2.com.

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

Moxo and its team, (specifically Teresa, Nam, Ed, and Yukta), have exceeded all my expectations. What initially started as a mere collaboration has blossomed into them becoming an indispensable extension of my team. Our brainstorming sessions and idea exchanges have been truly invigorating, and I am ecstatic to say that their involvement directly aids in our business's revenue generation.

I was pleasantly surprised by the level of commitment and dedication they brought to the table. I genuinely feel like I have the best team in the world supporting me. Their caliber of work, attention to detail, and proactive approach have made me a true advocate of their services. In fact, I've already started recommending Moxo to fellow founders. Their praises resonate so deeply with me that I'd shout them out, to the fervor witnessed at the Eras tour!

Final Verdict: 10/10. Moxo, with its outstanding team, has delivered beyond what was promised. A huge shoutout to Teresa, Nam, Ed, and Yukta for their unparalleled support and expertise! Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only suggestion I have pertains to the platform's functionality. I wish there was more flexibility in ordering attachments in workflows, allowing users to arrange them according to personal preference rather than a preset order. Review collected by and hosted on G2.com.

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

What problem isnt' it solving - honestly. Its an incredible platform for clients, partners and teams. Review collected by and hosted on G2.com.

Response from Sahana S of Moxo

Thank you for the kind review, Erin. Your endorsement and enthusiasm for Moxo and our team members are truly motivating. We're thrilled to have exceeded your expectations and look forward to continued collaboration.

Your feedback for more flexibility in arranging attachments within workflows is duly noted. We'll consider this as we continue to enhance Moxo to better serve your needs.

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

Moxo has revolutionized how we communicate with clients. Instead of sending multiple emails and missing answers lost in the inbox chaos, we now have an all our communication organized and easily searchable. The Group Conversations have been a game changer so that all team members on a project can see the communication and we don't have to constantly debrief on what each other has discussed with the client.

From the client side we have received great feedback about how much easier this has made their lives by centralizing communication, document sharing and phone/video calls. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The Project Management features are not as robust as the communication features. It can be hard to get a overall picture since most of the platform is based on conversation specific functions. Review collected by and hosted on G2.com.

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

Moxo has helped us streamline internal and external communication. As a result we have been able to use our time more efficiently and effectively to serve clients. Review collected by and hosted on G2.com.

Response from Sahana S of Moxo

Thank you for sharing your experience, Chad. We're thrilled to hear how Moxo has streamlined your client communication and received positive feedback from clients. We're committed to providing efficient solutions and are here to support your continued success.

We appreciate your insights regarding the Project Management capabilities. We are continuously working to improve Moxo, and your input is valuable. We will consider your comments as we aim to enhance the overall user experience.

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

Quick responses to questions. I like working with the same people who are helpful and see all issues through to resolution. New feature releases are always fun Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Take a bit more control over invoices and updating payments. Also the ability to modify some features and links without needing help from back office. Also integrations like zapier or moxo's own flows to other softwares like good sheets, zoho, or even moxos own crm. Review collected by and hosted on G2.com.

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

Communication becomes more difficult as you grow and moxo has bridged this gap. The entire team can communicate to clients, tag team members and share documents all in one chat. This way nothing gets lost and everyone is on the same page. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
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?

Enhances Client Account Management due to ease of moving account history between Account Managers. Continuous and daily communication with clients. Workflows have helped bring significant efficiencies. Great Customer Support. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Look and feel still old and plain. Brand customisation is minimal. File management is time consuming - cannot upload folders. Inconsistent and poor Notification system. Review collected by and hosted on G2.com.

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

Efficiency in communication and one place for all file management. Review collected by and hosted on G2.com.

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

Moxo has been helpful for in-the-moment communication between the team and clients. The flows feature is a good concept but needs work as it is lacking in some necessary features. Raeef Mohammed is so kind and helpful. He always takes time to hop on a call to walk me through anything and help us figure out a workaround when the features we needed were not available in Moxo natively Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Clients are not able to unique links that are relevant to them. Moxo only allows you to have links that will show for every client which isn't helpful for our agency.

I also would like to filter our clients better and save views in our dashboard. Right now everything looks very overwhelming on the backend. If you do use their filter feature you'll have to use it every time as it does not save.

Not able to clearly see when tasks are completed by clients. Right now a little red notification just appears. There isn't a way for you to see what tasks were completed so you can act on them.

Flows are only for processes that have a clear start and finish. If you have ongoing retainers Moxo is not a good fit. The flows becomes cluttered with too many tasks and our clients end up being confused about which task they need to act on.

Notification preferences only take place on workspaces that were made AFTER you update your preferences. When we started using Moxo we set everything up and invited our clients and then tried to manage our notification settings to mute when we are not working. Now we receive notifications ALL THE TIME and its nothing Moxo can do. I had to tell my team to not use the Moxo app because of this. I don't want them to receive notifications when they are not working.

Voice messaging and screen recording feature is pixelated and full of static sound

Project and task management overall is severely lacking in Moxo.

The home timeline is very overwhelming and it's the place where you will spend most of your time.

In order to make Moxo work for our Agency we had to make so many workspaces per client that started to become confusing for them. Clients started communicating wherever they could find it.

In order to access support on the web or desktop app you have to log out of your Moxo account and into theirs. There is no way to easily switch accounts like on the mobile app.

I've had more issues with Moxo, but I think these were the main ones. Each time I had an issue I communicated it to my customer success manager and he was able to give me workarounds, but after having all of these workarounds it was clear to see that Moxo just isn't prepared to support ongoing client work as my marketing agency has.

After 3 months of trying to make Moxo work and communicating heavily with the support and leadership team on ways the platform can be improved, I wanted to stop using the platform, but they have decided to keep me locked into my contract even though they know my team and I have a very hard time at serving our clients using Moxo even with the alternatives they have given us.

The issues we have had with Moxo are little things you think are already in an "all-in-one client interaction platform." that's why when we had the Demo with their sales team these specific ways of using Moxo didn't come up. You don't really know what you're getting into until you start using the platform and because there isn't a free trial option I didn't know.

The only way I could try Moxo was by doing a 6-month pilot and now being 3 months in Moxo has made our client delivery harder to manage due to their lack of features that should already be in a platform like this. Review collected by and hosted on G2.com.

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

Client management while reducing the number of platforms we need our clients to use to effectively deliver our projects to them. Unfortunately due to the lack of features, it has added more strain on my team and clients Review collected by and hosted on G2.com.

Response from Sahana S of Moxo

Thank you for your review and detailed feedback. We are sorry that Moxo did not meet expectations for your agency. We strive to continuously improve our product for our customers and your feedback is valued.

We have recently launched several enhancements that could help address some of your concerns:

1) Dashboards for individual users and managers to easily track project status and tasks across several client projects,

2) The ability to create milestones within workflows to better organize your process and reduce potential clutter.

3) Better home timeline filtering so that users can more easily sort and filter their projects.

In terms of notifications, we provide users with the option to receive notifications only when they are directly mentioned within a workspace. Users can also opt to mute notifications entirely.

Please feel free to reach us directly via your CSM or at contact-us@moxo.com and we will try to make things right.

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

The self serve function for our clients and the customer support. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The reporting could be more perscriptive Review collected by and hosted on G2.com.

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

The ability to onboard a large number of clients. The platform benefits our business by providing the end user clear visibility of their onboarding status and requirements. Review collected by and hosted on G2.com.

AS
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?

Moxo has helped us immensely by creating a platform to onboard our clients seamlessly and track all our ongoing tasks with ease. The platform is easy to navigate and even when we faced any challenge, the moxo team have been incredibly supportive to help us overcome the same. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Nothing. The team had been really helpful in listening to our needs and considering to incoporate the same in future developments. Review collected by and hosted on G2.com.

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

The team is considering the additional feature requests that we would like to see in the app. Review collected by and hosted on G2.com.