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Moxo Reviews & Product Details

SF
Looking for a job
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

Perfect that I can exchange messages. Making video session and be connected to work on projects in present time. Also, I can control my content.Very good that I have a chance to cooperate with the team and making the conference in one click. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

So great solution for a busy person.Consist everything that you need for your work. I can easily say that I like the program so much. Works for you and gives you a big choice of tools. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

The service for a people who need to behavior some online meeting fast and with suitable substance tools control it.The best way to Import photos, media files.To have web conferencing.The best way to Import photos, media files.To have web conferencing. Actually, there is a lot of more tools which you will use. Review collected by and hosted on G2.com.

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

Moxtra service helps us to make an active collaboration. Gives permitting you to exchange messages with all people on your the team.Easy to make voice messages and more. 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
10,087 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

Recent Moxo Reviews

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...
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...
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165 out of 166 Total Reviews for Moxo

4.5 out of 5
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165 out of 166 Total Reviews for Moxo
4.5 out of 5
165 out of 166 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.

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.

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.

VC
General Manager
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?

I got to a point where I was so tired of working with CRMs who don't prioritize cybersecurity, who take forever to respond or never respond, who promise features but don't deliver or deliver years later or CRMs that are ran by AI bots. Moxo on the other hand, has the friendliest, hardest working staff I've ever interacted with. This platform is encrypted, making the platform super secure. Their response time in my experience is always within 2 business days or less. I get personal meetings with their staff who are always patient with me and my team and they always appear happy to help us.

Additionally, I can recall moments where I inquired about a feature, they promised it, it launched, and lived up to my expectations. To name a few features that come to mind, pinning groups, flows that are non-sequential, being able to add attachments to the comment section under a To-Do, and integrations with outlook and monday.

Not to mention it's reassuring and exciting when I request a feature, they are usually already working on it. Even better when they tell me they will implement it soon, their idea of soon being within a few weeks or months whereas I'm expecting it in a few years based on my experience with other CRMs.

I could go on and on but I'll conclude with my overall thoughts. Ever since choosing to work with Moxo back in 2022 I can confidently say, my communication with my team & clients has significantly improved. Because of Moxo's own growth in working towards new features, better templates and overall technology, as a business owner I work less on manual tasks while my business maintains and even grows in its productivity. Since the beginning they have been quick to find solutions for my team. Having said that, I can tell they actually care about our individual experience on the platform and strive for our satisfaction. I look forward to even more features, less bugs, and further growth with Moxo. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

There are a few bugs every now and then such as:

-Not being able to tag individuals with the @ symbol.

-Issues saving the changes when trying to edit messages.

-On outlook, having to reconnect the moxo plugin by logging in. (I'm also looking forward to the reocurring meeting setup from outlook using the plugin)

I'm not a big fan of the notes feature, I feel like the "updated a note" notification that stays in the group is unecessary in many cases, I don't like that it fills the group with that empty content, especially as someone who makes frequent minor edits and saves just as frequently.Personally, I'd like the option for more tools such as a print button, add comment feature, add an image, a simple table with columns and rows (not necesarily a smart table with filters or anything, that might be too complex for now).

I would use the notes more if the design was a bit easier on the eyes, if it looked like a document instead of the notepad that stretches accross the entire screen for example. Just my personal preferences. Review collected by and hosted on G2.com.

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

-Enhanced communication with clients and my team.

-It's a secure, organized and well designed platform for my business internal/external use.

-It's great at automating manual tasks, and is a great overall all-in-one app accessible on web, desktop and mobile.

-Works with integrations that I find useful such as monday and outlook. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
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 consolidates all processes—e-signatures, forms, chat, document sharing, and task assignments—into one secure platform. It’s like having a personal assistant who organizes everything and hands it to you right when you need it. I spend 20% less time managing files and tasks because everything is easy to find and share. Moxo reduces meeting and phone call time by streamlining internal and external communication and task management. Assignments, documents, and instructions are all in one place, making follow-up unnecessary. Its HIPAA compliance and custom portals ensure data security. The platform simplifies my workflow, and exceptional customer support from Prakruthi Jain has made learning it smooth. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

I was my own biggest challenge when I first started using Moxo. I had to reorganize and retrain my brain to embrace this intuitive tool. It took me a minute to let go of old platform frameworks while building workflows, workspaces, using the library, and working with templates. Honestly, there’s no downside to using Moxo—it’s all about adapting your mindset from the start, especially when setting up the backend. And if you need help, don’t hesitate to ask! The support team is world-class. Moxo is also constantly seeking our feedback and implementing improvements.

As for the client interface, it’s a breeze. Everyone finds it easy and intuitive. My advice? Embrace the help and enjoy the simplicity it brings to client communication! Review collected by and hosted on G2.com.

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

Streamlining Client Communication – All interactions, including chat, document sharing, and e-signatures, happen in one secure platform, reducing confusion and back-and-forth.

Centralizing Task Management – Tasks can be easily assigned with all necessary documents attached, eliminating the need for follow-up emails or meetings.

Reducing Time Spent on Administrative Work – I spend 20% less time searching for files and managing tasks because everything is organized in one place.

Improving Workflow Efficiency – Moxo’s integrated platform allows me to consolidate workflows, from onboarding clients to managing ongoing projects, making processes smoother and faster.

Ensuring HIPAA Compliance – Moxo provides a secure, compliant environment for handling sensitive client information, a critical need in healthcare.

Minimizing the Need for Meetings and Phone Calls – With everything consolidated in Moxo, much of the communication and updates happen within the platform, reducing the need for lengthy meetings or calls.

Providing a Custom Client Portal – Moxo offers a tailored experience for clients with protected access, simplifying their interactions and enhancing the client experience.

Facilitating Easy Client Onboarding – Clients find the interface intuitive, which simplifies onboarding and makes the entire process easier for them.

Improving Accountability and Tracking – The ability to assign and track tasks ensures that nothing slips through the cracks, enhancing team accountability.

Continuous Improvement Based on Feedback – Moxo actively seeks feedback to improve the platform, ensuring it adapts to my evolving needs. Review collected by and hosted on G2.com.