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Moxo

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Moxo 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Moxo
Moxo
4.1
(24)

Pricing

Pricing available upon request

About Moxo

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.

Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.

Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.

Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.

Moxo Screenshots

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Moxo Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

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    Moxo Features

    • Popular features found in Legal Case Management
      Billable & Non-Billable Hours
      Calendar Management
      Case Notes
      Client Portal
      Communication Management
      Conflict Management
      Electronic Signature
      Task Management
      Trust Accounting
      Workflow Management
    • More features of Moxo
      Access Controls/Permissions
      Active Directory Integration
      Activity Dashboard
      Agent Management
      Alerts/Notifications
      Analytics
      API
      Archiving & Retention
      Attendance Tracking
      Audio/Video Conferencing
      Audit Trail
      Authentication
      Batch Communications
      Billing & Invoicing
      Bill Payment
      Business Process Automation
      Call Recording
      Call Routing
      Cash Management
      Chat/Messaging
      Churn Management
      Classroom Management
      Client Management
      Client/Property Matching
      Collaboration Tools
      Commenting/Notes
      Commission Management
      Compliance Management
      Contact Management
      Content Creation
      Content Library
      Content Management
      Contract/License Management
      CRM
      Curriculum Management
      Customer Portal
      Customer Segmentation
      Customizable Branding
      Customizable Forms
      Customizable Templates
      Dashboard
      Data Security
      Deadline Management
      Digital Signature
      Document Capture
      Document Generation
      Document Management
      Document Review
      Document Storage
      Email Management
      Email Marketing
      Enrollments/Onboarding
      Event Calendar
      Event Triggered Actions
      Feedback Management
      File Sharing
      Financial Management
      Forms Automation
      Full Text Search
      Insurance Management
      Interactive Content
      Knowledge Management
      Lead Management
      Lease Management
      Listing Management
      Live Chat
      Maintenance Management
      Mobile Access
      Mobile Alerts
      Mobile Signature Capture
      Multi-Channel Communication
      Multi-Party Signing
      Negative Feedback Management
      No-Code
      Offboarding
      Onboarding
      On-Demand Communications
      Owner Portal
      P2P Payments
      Parent Portal
      Payment Processing
      Personalization
      Portfolio Management
      Predictive Analytics
      Process Modeling & Designing
      Progress Reports
      Progress Tracking
      Project Planning/Scheduling
      Property Database
      Property Management
      Real-Time Chat
      Real-Time Notifications
      Real-Time Reporting
      Reminders
      Remote Deposit
      Rent Tracking
      Reporting/Analytics
      Reporting/Project Tracking
      Residential Properties
      Rules-Based Workflow
      Search/Filter
      Single Sign On
      SMS Banking
      SMS Messaging
      SSL Security
      Status Tracking
      Student Information/Records
      Surveys & Feedback
      Task Progress Tracking
      Tax Management
      Team Collaboration
      Template Management
      Tenant Portal
      Text Analysis
      Third-Party Integration
      Third-Party Integrations
      Time Tracking
      Transaction Management
      Transaction Monitoring
      Unified Directory
      Vendor Management
      Vendor Master Data Management
      Video Support
      Website Management
      Workflow Configuration

    Moxo Integrations

    Filevine
    Filevine
    Drop
    Drop
    Microsoft Outlook
    Microsoft Outlook
    Dropbox Business
    Dropbox Business
    Zoho CRM
    Zoho CRM
    Jira
    Jira

    See all 19 integrations

    Moxo User Reviews

    Overall Rating

    4.1

    Ratings Breakdown

    5

    38%

    4

    42%

    3

    17%

    2

    0%

    1

    4%

    Secondary Ratings

    Ease of Use

    4.0

    Value for money

    4.0

    Customer support

    4.0

    Functionality

    4.1

    Hiran's profile

    Hiran T.

    Verified reviewer

    Oil & Energy

    10000+ employees

    Used other for more than 2 years

    Review source

    Reviewed July 2021

    A business communication made friendly and resourceful.

    4

    It has a basic feature that is enough for small enterprises but more features and functions would be value-added to this product.

    Ratings Breakdown

    3
    Ease of use
    3
    Value for money
    3
    Customer support
    4
    Functionality
    icon
    Pros:
    Private labelling of the portal can be done according to the users choice. Configuration of the portal can be done by automating the customer account management workflows which enable assistance for business processes, from onboarding to billing. The screen share feature helps the user during the meeting to project the screen to other participants. The chat section made communication friendly and resourceful with the addition of files to chat conversation. Group discussion can be done in conversation along with the group video call option. Conversations tab has separate sections for internal and clients which help the user to differentiate the conversations. A call option is available to call through the app. The user interface is simple and easy to use.
    Cons:
    Moxtra doesn't have many features. The pricing plans need to be flexible with respect to customer requirements. Customer support needs to improve its service by optimizing the resolution and response time.

    Read More

    GK

    Gabi K.

    Verified reviewer

    Health, Wellness and Fitness

    2-10 employees

    Used daily for less than 12 months

    Reviewed July 2024

    Efficient, intuitive, and robust!

    5

    Moxo has been so helpful in streamlining our client communications and correspondence. We love being able to communicate with them in one designated location (vs text message, whatsapp, etc) and share files back and forth. It's nice to have workspaces for each client as well. We are so grateful for the ongoing support we receive from [sensitive content hidden] She has been invaluable in our success with the Moxo platform.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    What I like most about Moxo is the wide variety of features, some of which we didn't even realize we wanted/needed until we saw them! I love that you can create templates to save AND customize them so much. We utilize a group workspace to keep the team updated and create tasks for ourselves/each other. We also appreciate the feature of ringing a client's app when a meeting begins.
    Cons:
    I honestly can't think of many things that we don't like about Moxo. I know there have been a couple features that we have thought about along the way, which we have sent over as feature requests, but now I can't remember them! Overall we are very happy with it. I do wish there was a payment processing system so we could completely integrate all of our client management.

    Reasons for switching to Moxo

    We wanted the client portal option and Wellness Living did not offer that feature.

    Read More

    VR

    Verified
    Reviewer

    Apparel & Fashion

    2-10 employees

    Used monthly for more than 2 years

    Review source

    Reviewed December 2025

    Good platform for client work.

    4

    Once it’s set up properly, it can significantly improve how teams communicate and collaborate with clients.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    4
    Customer support
    5
    Functionality
    icon
    Pros:
    Moxo is excellent for secure client collaboration. Having messaging, file sharing, eSignatures, and workflows all in one place makes it feel very polished and professional
    Cons:
    The setup and onboarding can feel a bit heavy at first. There’s a learning curve when building workflows. For smaller teams, it may feel more robust (and expensive) than necessary.

    Read More

    CM

    Cameron M.

    Verified reviewer

    Marketing and Advertising

    2-10 employees

    Used weekly for less than 6 months

    Review source

    Reviewed October 2024

    Scam, avoid at all costs

    1

    I am deeply disappointed with Moxo's customer service, especially concerning payment issues and discrepancies. My experience has been frustrating from the start, as I encountered significant problems related to billing and payment processing. Despite numerous attempts to resolve these issues, the customer service team has been unhelpful and unreliable. Moxo made promises to rectify the discrepancies swiftly, yet these assurances have proven to be empty. Communication with their support representatives is often met with vague responses or delayed follow-ups, leaving me without clear resolutions or timelines. This lack of transparency and accountability is unsettling, particularly when it involves financial matters. Unfortunately, my experience isn't unique. I've discovered that many other customers have reported similar issues, which raises concerns about how widespread these problems are. It seems that Moxo's reputation for making "fake promises" is warranted, as their actions (or lack thereof) consistently fall short of their commitments.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    Nothing worth noting down about how anything good, just negative.
    Cons:
    Customer service and scamming behaviour.

    Vendor Response

    We’re sorry to hear about your experience and want to make sure all our customers receive the best support possible. Unfortunately, we couldn't find a record of your account in our system. If you are a customer, please reach out to us directly at customersuccess@moxo.com, and we’d be happy to look into this further. Thanks.

    Replied November 2024

    Read More

    AL

    Abby L.

    Verified reviewer

    Marketing and Advertising

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed April 2025

    Using Moxo for Client Communications

    4

    Our rep at Moxo was helpful in answering questions on how to best integrate within our current workflow. Overall, I liked the platform but you must be patient with client adoption. Clients will need to be gently reminded to use Moxo instead of email or text. Teams is already integrated into many of our clients' systems so it's also hard to integrate another platform into their workflow.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Moxo centralizes communication, document sharing, to-dos tracking, and required approvals in one place. It offers enterprise-grade security, which is important for public company clients. It works well for client onboarding, approvals, support tickets, etc. Moxo combines chat, video calls, screen sharing, and asynchronous messaging all in one place so clients and teams don't have to search multiple platforms for communications. We were able to white-label it for our clients.
    Cons:
    For our clients who are less tech savvy, there was a learning curve. While I found it intuitive, some clients had to get used to using it rather than their go-to of email, Teams and text.

    Read More

    VR

    Verified
    Reviewer

    Legal Services

    11-50 employees

    Used weekly for less than 2 years

    Reviewed December 2024

    Two years of using Moxo

    4

    Good overall experience. Cannot fault the Moxo team, very responsive to our requirements. The app is a good add on. For the right use case, Moxo is excellent.

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Great customer service Regular product updates Customisability in terms of workflows
    Cons:
    Creating flows can be over complicated at times. A large library of typical work flows (that can be customised) would be quite useful.

    Read More

    EL

    Evelyn L.

    Verified reviewer

    Hospital & Health Care

    10000+ employees

    Used weekly for less than 12 months

    Review source

    Reviewed June 2025

    My review about Moxo

    5

    Well moxo made my client communication way easier. I liked having everything in one place chat, files, video, and signatures. It felt professional and saved time.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    4
    Customer support
    5
    Functionality
    icon
    Pros:
    Moxo is my everyday App because it’s very easy to send message, documents signing, even video calls. Super clean and easy to use.
    Cons:
    I don’t like the aspect that the chat history disappears after a while unless you upgrade it. That can be frustrating sometimes.

    Read More

    Brittany's profile

    Brittany B.

    Verified reviewer

    Construction

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed September 2019

    Communicate Better with Moxtra

    4

    Previously 5

    With our large team of construction workers, we are able to use Moxtra to effectively keep up with each job that we are working on. Being in the pool industry, we work on up to 10 jobs at a time. By being able to add pictures, files, and chat with the team, we can effectively relay everything needed with everyone without having to use multiple channels of communication

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    2
    Customer support
    Previously 3
    3
    Functionality
    Previously 4
    icon
    Pros:
    This software is free to use! The best feature is the fact that you can share documents and pictures along with conversation. With this software, multiple users are able to communicate from the convenience of their cell phones.
    Cons:
    The only downside to the software is that each conversation, "Group Chat," has a 90 day window. If someone added a message from more than 90 days ago, that message is no longer able to be viewed by anyone in the group. The files remain, while the chat does not.

    Read More

    Katelyn's profile

    Katelyn R.

    Verified reviewer

    Entertainment

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed September 2019

    Makes work chat easy!

    5

    Helpful! Definitely changed my workplace and made things easier.

    Ratings Breakdown

    5
    Ease of use
    5
    Functionality
    icon
    Pros:
    I love how not only that I can share documents to other employees but I can also screen share and show them what I'm doing and looking at. It has made a big difference at work because we don't have ate get up anymore and walk all the way to each others desks.
    Cons:
    My coworker said it makes her computer freeze up and sometimes on mine it lags and I won't see what a coworker sent me until later.

    Read More

    Katie's profile

    Katie R.

    Verified reviewer

    Entertainment

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed October 2019

    Moxtra has great features but could use improvement

    3

    Overall I love the concept and features of Moxtra. Maybe a newer version will fix the bugs.

    Ratings Breakdown

    2
    Ease of use
    4
    Functionality
    icon
    Pros:
    I like the ability to share any and all file types. I also like that you can record your screen and send what you are doing.
    Cons:
    Moxtra makes my computer run slow when I am actively using the program. There seems to be a few bugs and glitches in the system.

    Read More

    Showing 1 - 10 of 24 Reviews

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