Moxo Collaborative Workflows

Orchestrate business processes

Why Moxo

Orchestrate every step of your business process. Weave business actions from forms and digital signatures to approvals and third-party integrations into a workflow, and create repeatable templates.

Complete process control

Seamless onboarding

Onboarding processes can be clunky, repetitive, and time-consuming. Moxo transforms your onboarding into a seamless experience, ensuring clients, vendors, and partners are smoothly integrated into your ecosystem.

Moxo's intuitive drag-and-drop builder make it easy to construct and customize onboarding templates. Design distinct playbooks within Moxo to address the specific demands of different programs. This flexibility ensures a high degree of customization and effectiveness in orchestrating B2B relationships, fostering a smooth and engaging experience.

Streamlined requests

Automate and manage file requests, forms, and submissions in a hassle-free manner, making your processes more efficient and reliable.

  • Integrate requests for files directly into your workflows. Moxo enables the automation of document submissions as part of your business processes, including automatic prompts from relevant parties and necessary approvals before moving forward.
  • Design and implement custom forms for efficient intake, order processing, or any other required step, incorporating unlimited questions to meet your specific business needs. Embed these forms seamlessly into larger business processes for a smoother operational flow.

Enhanced collaboration

Guide customers through processes within the context of a workflow. Exchange messages or launch video meetings without interrupting the workflow, fostering seamless collaboration.

Accelerate approval cycles

Streamline your approval processes, ensuring quicker turnaround times and reducing bottlenecks, thereby enhancing your operational efficiency.

Issue resolution

Easily address escalations and issues within a workflow, allowing for immediate meetings or messages to resolve any bottlenecks swiftly.

From chaos to clarity

The old way

The Moxo way

"The aha moment was definitely the workflows. The contextual support is a huge part of managing an efficient process for our clients."
Evan James, CEO at Peninsula Visa

The power of
collaborative workflows

Visual workflow builder

Design and customize your business processes with an intuitive builder that lets you map out every step. Create complex workflows with drag-and-drop simplicity to streamline your operations.

Seamless integration engine

Extend your existing processes. Connect your essential tools and automate repetitive tasks across platforms. Weave your favorite apps directly into your workflows for reduced context switching and enhanced team focus.

Ready-to-scale templates

Save and share your proven workflow patterns as repeatable playbooks, enabling quick deployment of standardized processes across your organization.

Role-based controls

Define who sees and does what across the entire process journey, ensuring security and efficiency by strategically allocating permissions and roles to both internal stakeholders and external participants.

Delivery models

Standard

Get started within minutes by choosing from templates or building your own. Available across mobile & web.

Learn moreThe image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

Private-labeled

Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn moreThis image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.

Embedded

Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

Learn more