Streamline client workflows, accelerate approvals, and deliver projects faster with intelligent service automation
Get started
Never miss a deadline with Moxo. Connect your customers and internal teams within Moxo to track joint deliverables, monitor progress, and collaborate in-context, to accelerate your project cycles.
Build collaborative workflows and template playbooks. Streamline projects, eliminating redundant tasks across client work., and more.
Provide clients with a secure portal for communication, requests, approvals, seamless project updates, and more.
Automated reminders keep projects timely, with manual nudges available when needed.
Access powerful insights on projects, tasks, and team performance for efficient account management.
Centralize and share assets organization-wide with controlled permissions, ensuring quick access to key client resources.
Collect signatures, annotate documents, message clients, and hold video meetings all from within Moxo.
Customers can quickly respond to a pending action through a secure magic link sent to their email. By clicking the link, they can directly access the approval request without logging in, making it simple and efficient to review and provide feedback or approval.
Yes, Moxo integrates seamlessly with most tools and systems used by marketing firms, extending your existing processes and maximizing the value of your technology stack. Moxo supports various types of integrations, including data sync, automations, business actions, and more.
Yes, Moxo’s template playbooks allow you to create tailored workflows for various processes across your book of business. You can customize playbooks to fit the specific needs of each client engagement, ensuring consistency and efficiency in delivering services.
Additionally, you can build out internal workflows to support these external processes, so every team member knows their role and responsibilities, making it easier to coordinate efforts and ensure smooth project execution.
Moxo offers three flexible delivery models to suit your business needs. You can start within minutes with our standalone version, or opt for a private-labeled solution that puts your brand front and center with custom mobile apps and a web portal powered by Moxo.
For seamless integration with existing systems, choose the embeddable model, which provides Moxo SDKs for iOS, Android, Javascript, React Native, and Cordova, enabling you to extend your current apps and portals effortlessly.
