Moxo 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
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

Moxo Pricing and Plans
Basic
Pricing available upon request
No plan information available

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Moxo Features
- Popular features found in Legal Case ManagementBillable & Non-Billable HoursCalendar ManagementCase NotesClient PortalCommunication ManagementConflict ManagementElectronic SignatureTask ManagementTrust AccountingWorkflow Management
- More features of MoxoAccess Controls/PermissionsActive Directory IntegrationActivity DashboardAgent ManagementAlerts/NotificationsAnalyticsAPIArchiving & RetentionAttendance TrackingAudio/Video ConferencingAudit TrailAuthenticationBatch CommunicationsBilling & InvoicingBill PaymentBusiness Process AutomationCall RecordingCall RoutingCash ManagementChat/MessagingChurn ManagementClassroom ManagementClient ManagementClient/Property MatchingCollaboration ToolsCommenting/NotesCommission ManagementCompliance ManagementContact ManagementContent CreationContent LibraryContent ManagementContract/License ManagementCRMCurriculum ManagementCustomer PortalCustomer SegmentationCustomizable BrandingCustomizable FormsCustomizable TemplatesDashboardData SecurityDeadline ManagementDigital SignatureDocument CaptureDocument GenerationDocument ManagementDocument ReviewDocument StorageEmail ManagementEmail MarketingEnrollments/OnboardingEvent CalendarEvent Triggered ActionsFeedback ManagementFile SharingFinancial ManagementForms AutomationFull Text SearchInsurance ManagementInteractive ContentKnowledge ManagementLead ManagementLease ManagementListing ManagementLive ChatMaintenance ManagementMobile AccessMobile AlertsMobile Signature CaptureMulti-Channel CommunicationMulti-Party SigningNegative Feedback ManagementNo-CodeOffboardingOnboardingOn-Demand CommunicationsOwner PortalP2P PaymentsParent PortalPayment ProcessingPersonalizationPortfolio ManagementPredictive AnalyticsProcess Modeling & DesigningProgress ReportsProgress TrackingProject Planning/SchedulingProperty DatabaseProperty ManagementReal-Time ChatReal-Time NotificationsReal-Time ReportingRemindersRemote DepositRent TrackingReporting/AnalyticsReporting/Project TrackingResidential PropertiesRules-Based WorkflowSearch/FilterSingle Sign OnSMS BankingSMS MessagingSSL SecurityStatus TrackingStudent Information/RecordsSurveys & FeedbackTask Progress TrackingTax ManagementTeam CollaborationTemplate ManagementTenant PortalText AnalysisThird-Party IntegrationThird-Party IntegrationsTime TrackingTransaction ManagementTransaction MonitoringUnified DirectoryVendor ManagementVendor Master Data ManagementVideo SupportWebsite ManagementWorkflow Configuration
Moxo Integrations
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 T.
Verified reviewer
Oil & Energy
10000+ employees
Used other for more than 2 years
Review sourceReviewed 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
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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
Reasons for switching to Moxo
We wanted the client portal option and Wellness Living did not offer that feature.
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Apparel & Fashion
2-10 employees
Used monthly for more than 2 years
Review sourceReviewed 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
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Cameron M.
Verified reviewer
Marketing and Advertising
2-10 employees
Used weekly for less than 6 months
Review sourceReviewed 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
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
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Abby L.
Verified reviewer
Marketing and Advertising
11-50 employees
Used daily for less than 12 months
Review sourceReviewed 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
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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
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Evelyn L.
Verified reviewer
Hospital & Health Care
10000+ employees
Used weekly for less than 12 months
Review sourceReviewed 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
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Brittany B.
Verified reviewer
Construction
11-50 employees
Used daily for more than 2 years
Review sourceReviewed September 2019
Communicate Better with Moxtra
4
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
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Katelyn R.
Verified reviewer
Entertainment
2-10 employees
Used daily for less than 6 months
Review sourceReviewed September 2019
Makes work chat easy!
5
Helpful! Definitely changed my workplace and made things easier.
Ratings Breakdown
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Katie R.
Verified reviewer
Entertainment
2-10 employees
Used daily for less than 6 months
Review sourceReviewed 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
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