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Moxo is designed to streamline, automate, and transform the way businesses manage relationships with customers, vendors, and partners. Provide a seamless, collaborative client portal under your brand for all stakeholder communications, document sharing, and project management tasks.
Customize your client portal with your logo, colors, and business content. Provide a cohesive and sophisticated brand experience.
Create standardized playbooks for processes. Minimize repetitive tasks and automate processes across your organization.
Moxo integrates smoothly with the tools and services organizations already use, facilitating a unified and efficient portal experience.
With magic links, there's no need for clients to remember login details. A single click on a text or email link provides immediate entry into your portal.
Say goodbye to manual, time-consuming business processes. 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, tasks, approvals, acknowledgements, and third-party objects. Gain unparalleled flexibility and control over your operations, making each step of the experience uniquely tailored to your organization's needs.
Control is critical in any business process. With Moxo’s robust user management capabilities, decide who sees and does what and assign roles with precision.
Directly manage to KPIs, identify and resolve bottlenecks, and make informed decisions that continuously enhance and streamline processes.
Transitioning clients between teams or account representatives is smoother than ever. With Moxo’s capability to preserve full process history and context, team members can pick up exactly where their colleagues left off.
Assist your customers with secure messaging, video meetings, forms, and file sharing complete with annotations. Moxo ensures a continuous flow of communication, meaning you'll never lose momentum.
Avoid the pitfalls of drop-offs and delays and customize proactive reminders and updates. And for those moments that require a personal touch? Nudge manually with ease.
Engage on files, provide a content library accessible to your organization, and build custom forms. Seamlessly incorporate files into a workflow and enhance your document processes.
Get started within minutes by choosing from templates or building your own. Available across mobile & web.
Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.
