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Moxo Reviews & Product Details

RK
Youth & Community Work Intern
Consumer Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

I like that it is easy to understand and use.

There are several useful features such as group chats, to-do lists, and one can create documents to take notes which can be viewed by others in the group.

The screen share option is good as well. In my experience, the application can be used with the same ease on a computer, laptop, tablet as well as a smart phone.

Even just using the free version of this app will be beneficial for small or medium sized organisations. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Sometimes the notifications may not appear on time. While using it on the phone, the notifications appear only if the app is on / if you are signed in. It is not much of an issue though as most of the time I am signed in.

Messages / chats older than 90 days are deleted.

It would have been more helpful if moxtra had an option to better manage projects or tasks. For instance, being able to create different stages for a particular team project, from the start till its completion. This could have been an option within each group chat. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

If your organisation is small or medium sized with a decent number of team members in each dept., moxtra will certainly be a useful tool. Whether it is for internal communication and project or task management. It can be used on the go, well at least most of the features can be accessed equally well on a mobile or tablet. Review collected by and hosted on G2.com.

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

Internal communication, project management and task allocation. Review collected by and hosted on G2.com.

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.


LI
Overview Provided by:
Chief Brand Officer — Moxtra

Moxo Integrations

(3)
Verified by Moxo

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.
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.
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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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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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G2 reviews are authentic and verified.
ER
CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Moxo?

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 find our last conversation with the needed information. Our clients have embraced the app as an easy way to contact us. We have also utilized a feature that organizes our invoices in one location. Paying our contractors used to take an hour; now, it takes 15 minutes. Time is money. Moxo is the only business we have worked with that keeps its word about always being available if we need assistance. We have had the same point of contact from day one, and he is patient and kind as we learn to navigate our app. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

We initially had issues with the ease of navigating on the app, specifically related to workflows. Moxo has been working on making the app more user-friendly. Our clients have had zero issues with the app. Our biggest problem with Moxo is that they limit the number of users at our price point. We are considering other options since this stifles our ability to grow and increase our revenue. That's a big problem for any small business. We are still utilizing other systems for our initial contact with potential clients that reach out to us. The inability to move a potential client into the app right after first contact is a problem. This affects our revenue, makes for a clunky start for our potential clients, and limits our growth. We want to feel supported by Moxo and set up for success and growth without limits. Review collected by and hosted on G2.com.

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

Streamlining our communication. Review collected by and hosted on G2.com.

RH
Business Analyst
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 functionalities are good! I love its flexibility and its frequent updates. The integration is just one click within the site offering Zapier as an alternative, providing more flexibility in deciding what you want to integrate instead of how you can integrate. Zero programming is really user-friendly, especially for non-tech users. Huge appreciation to our Customer Success Manager, Aakash, for his hard work, spontaneous responses, and endless support! His dedication makes a real difference every time. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Cannot wait for the upcoming updates. I'm always not satisfied and want to have more to achieve on Moxo. To be honest, Moxo is not a fully mature platform at this point but it might be worthy seeing Moxo grow and be fully equipped. Review collected by and hosted on G2.com.

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

Moxo can make all sorts of information sources we have right now into one. The integration with other apps/platforms/systems, the documentation storage and flow template storage are incredibly helpful. Review collected by and hosted on G2.com.

TK
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?

MOXO has truly helped speed up our process. It us to take our company 10 to 12 weeks to complete the hiring process, but now with using MOXO, on average it's 7 to 9 weeks. This is huge for our company. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only downside that we have noticed is that sometimes it can look a little messy with the number of "clients" we have in our dashboard. We really wish we could have a folder for each step and for each client that is on that step to be in the matching folder. Review collected by and hosted on G2.com.

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

MOXO has made our onboarding process smoother. It used to take so much time to credential a new provider or "client" and everyone always felt lost. They never knew how far along in the process they were or what steps they needed to complete. MOXO made everything so much clearer, not only for our providers but also for our admin team. Each person can see which step they are on and how much longer they have in the process. This has cleared up time for our admin team to work on other projects. We no longer have to babysit the credentialing process. It has truly helped us in every way. Review collected by and hosted on G2.com.

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

I like that everything is very organized and user friendly. The customer support is also very helpful and appreciated. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

I can't think of anything that I dislike just besides wanting more features or automations to be implemented. Review collected by and hosted on G2.com.

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

Organization of onboarding steps. As we onboard new creators, especially a lot all at once, it is very helpful for me to be able to see everything in one place. Review collected by and hosted on G2.com.

AB
Integrator
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?

What I like most is the responsiveness of the moxo team. They quickly answer questions or take it to the internal team for direction. They have also taken ideas we've had for the platform and submitted them for future applications. The team has been very collaborative and helped us achieve our goal with the app a lot faster than anticipated. The platform is relatively easy to use and the team was patient to walk us through the new items. We use our app daily as our main source for internal and client communications. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only downside to note is waiting for new implementations to take place that would be useful now. We've share a lot of ideas and most of them are pending future updates. Review collected by and hosted on G2.com.

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

Moxo gave us a platform to house our app-which allows for more frequent communication between us and our client. This helps us with retention and timely communication for our team and our clients. Review collected by and hosted on G2.com.

AD
Director of Technology
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 is easy to use as an admin setting up the system for in internal team, and also easy to use for external clients as well. I love that the Moxo team is available in our support thread with short turnaround for any questions I have. It is exciting to see frequent system updates with valuable added features. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Moxo has some limitations for permissioning internal users, that I would like to see more customization avaliable. Review collected by and hosted on G2.com.

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

We use it for filling in an application and as a secure portal to submit sensitive financial documents. Review collected by and hosted on G2.com.

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

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. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only downside about Moxo is the fact that, like any technology, it can malfunction and can be frustrating to troubleshoot. Moxo has been with us every step of the way everytime something has come up. Review collected by and hosted on G2.com.

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

Helping us upgrade from email to a portal system that makes it easier and more efficient for our volunteers to access information. Review collected by and hosted on G2.com.

AL
Owner, Founder
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?

What I love about moxo is that it is very user friendly, very intuitive, and makes customer management much simpler and more organized. It also makes client communication so much easier on both ends. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Just getting used to using a new product and retraining our team to use a new system can be challenging, but it's really nothing bad about Moxo, just adjusting to a new product. Review collected by and hosted on G2.com.

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

We have about 55 active customers with very complex campaigns containing lots of information, details, and communication back and forth. We were getting emails lost and having to search through inboxes and save in folders that clients couldn't access. Now with moxo, all email communication is now within our workspaces, and all forms, files, images, etc can all be uploaded and saved through our forms and flows in their dedicated customer workspaces. Everyone is more organized, has more access and visibility, and is more satisfied with the partnership! Review collected by and hosted on G2.com.

MM
Performance Marketer
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 onboarding team has been excellent, addressing all our questions and helping us fully leverage the platform for our specific needs.

The platform itself is smooth and reliable, with no bugs encountered so far. New features are frequently added, enhancing its functionality. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Cost. It is a fairly expensive investment. Review collected by and hosted on G2.com.

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

We faced challenges managing lengthy projects (3+ months), often dealing with long email chains where information could get lost, leading to misunderstandings. Moxo has streamlined our process by keeping communication centralized and organized, helping customers clearly see where they are in the project timeline. Review collected by and hosted on G2.com.

JD
Admin Assistant
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 is easy to use, It wasn't hard to implement a workflow that our clients can follow.

Moxo has great customer support. If I run into an issue, I can easily contact them to find a solution. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

There are a lot of QOL features missing. The app feels like a work in progress.

Small Buttons, means our clients miss where they need to upload.

The ability to attach files to chat means its easier for clients to attach in chat instead of in the step itself. Review collected by and hosted on G2.com.

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

It keeps all communication with the customer within one portal. It's easy to see what steps the client is on, and how we can assist them. Review collected by and hosted on G2.com.