Marketing SErvice Delivery

Orchestrate your marketing services

Transform your service delivery with intelligent workflows that streamline approvals and keep projects flowing
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Deliver excellence, every single time

Centralized project command

Manage all client interactions, assets, and approvals in dedicated workspaces that keep your marketing projects on track.

End the chase

Replace endless email chains with intelligent reminders, one-click approvals, and seamless collaboration in context.

360° insights


Monitor performance, track customer health, measure success metrics, and gain actionable insights through customizable dashboards that help identify opportunities and risks.

Powerful integrations

Extend your existing processes, don't replace them. Connect your customer success workflows to your existing tools through data sync, custom APIs, and automated actions.

From chaos to clarity

The old way

The Moxo way

Assign roles with precision
Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.
Service Delivery Manager
Project Manager
Creative Director
Customer Account Team
Service delivery manager
Oversees the end-to-end marketing service delivery process while maintaining strategic client relationships and ensuring service excellence. Coordinates between teams, monitors performance metrics and drives continuous improvement initiatives to optimize service quality and client satisfaction.
Project manager
Orchestrates marketing projects from inception to completion, managing timelines, resources, and deliverables while ensuring alignment with client objectives. Coordinates cross-functional teams, handles budget allocation, and maintains project momentum through effective risk management and stakeholder communication.
Creative director
Orchestrates the entire creative process while ensuring alignment with business objectives and brand strategy. They act as the team's advocate to the clien
Customer account team
The client-side stakeholders who actively participate in the service delivery process. This typically includes project sponsors, department heads, and subject matter experts who provide requirements, review deliverables, grant approvals, and ensure the marketing engagement aligns with their objectives.
Questions + answers
Can we customize the platform for our agency's brand?

Yes, Moxo offers complete white-labeling capabilities, allowing you to create branded mobile apps and web portals that reflect your agency's identity.

How secure is Moxo for sharing marketing assets?

Moxo provides bank-grade security with SOC 2 Type II compliance, end-to-end encryption, and granular permission controls. Our platform is trusted by Fortune 500 companies and leading financial institutions, ensuring your creative assets, client strategy documents, and campaign data remain fully protected. Features include watermarking, secure document viewing, and detailed audit trails of all user interactions.

How does Moxo help with client communication?

Moxo provides a branded, secure space for clients to communicate, access deliverables, and track project progress. The system allows for in-context communication, including messaging, document sharing, and video meetings, all within the context of a workflow.

What kind of automation capabilities does Moxo offer?

Moxo provides robust automation features including data synchronization with CRMs, custom workflow triggers, and integration capabilities through APIs and tools like Zapier.