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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
10,107 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.


Leena I.
LI
Overview Provided by:
Chief Brand Officer — Moxtra

Recent Moxo Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Great customer support"
the B2B sales support were very helpful and accommodating to our requests. They dont just give out a manual for you to read on, but actually help y...
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"So many functions in the one platform"
I appreciate that the functions can be customised to our unique company needs. The platform is also very sleek, and the support team is very respon...
Ellen R.
ER
Ellen R.Small-Business (50 or fewer emp.)
4.0 out of 5
"One of the Best Decisions for our Business"
Our Moxo app has created an easy-to-access space for team members and clients. We no longer sift through emails and texts, wasting time trying to f...
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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.

Official Downloads

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165 Moxo Reviews

4.5 out of 5
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165 Moxo Reviews
4.5 out of 5
165 Moxo Reviews
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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Erin P.
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.

Amus S.
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.

RG
Account Manager
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?

From the moment I began my journey with Moxo, I have consistently been impressed with the quality and timeliness of the customer support. Every question and concern I had was met with a thorough response, often exceeding my initial expectations. This level of care and diligence created a sense of trust and understanding that has remained a cornerstone of my experience with Moxo.

Moreover, Moxo's onboarding process is a model of professionalism. It's clearly been designed with the user's experience in mind, ensuring a smooth transition into the use of the product. Each step of the process was structured, efficient, and provided me with the necessary tools and knowledge to effectively use the product.

And let's not forget about the after-sales support. Moxo again exceeds expectations in this domain, proving that their commitment to the customer extends well beyond the initial sale. This continued attention to customer needs and concerns really sets Moxo apart from its competitors Review collected by and hosted on G2.com.

What do you dislike about Moxo?

My main gripe with Moxo lies in its licensing model. The structure currently in place does not allow for a gradual increase in users and clients. This inflexibility can create challenges for businesses looking to scale their operations slowly or in line with their growth. It would be greatly beneficial to have a licensing model that is more adaptable and accommodating to various growth speeds and business requirements. Review collected by and hosted on G2.com.

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

Streamlining the customer support and onboarding of new small clients. This has decreased our overhead considerably. Review collected by and hosted on G2.com.

Ingrid C.
IC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

I like that Moxo is user friendly, and the constant imporvements they are making to the plateform. Our Reps especially Nishant have been great through our whole Moxo expereicne. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

I don't like that we have to make a PDF fillable before we can use the e-sign capability vs doing that in Moxo. Review collected by and hosted on G2.com.

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

The e-sign capability - Moxo has resolved. It ha shelped a ton since there is a lot of back and fourth of document signing. Review collected by and hosted on G2.com.

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

- Fast and efficient customer support

- Lots of features available Review collected by and hosted on G2.com.

What do you dislike about Moxo?

- The flows feature is quite complicated and not user-friendly

- Takes up a lot of storage especially in mobile phone

- Spot comments can not be transferred to another chat/workspace Review collected by and hosted on G2.com.

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

Moxo has solved quite a few problems. If I had to least a few, we had problems with echo sounds when we meet virtually, the meeting videos were previously very choppy eventhough our internet connection is good, the virtual background image issue and unable to download meeting logs. But the Moxo Support team have been so helpful and efficient in solving these issues. Kudos to them! Review collected by and hosted on G2.com.