Moxo revolutionizes service automation by streamlining and elevating the onboarding experience for customers, vendors, and partners. Designed for B2B collaboration, Moxo’s client portal provides an intuitive platform for seamless persona management across various workflows. Businesses can accelerate their service orchestration processes with advanced tools that eliminate manual, time-consuming tasks. The drag-and-drop builder empowers teams to create custom templates with ease, allowing for efficient handling of actions such as forms, file requests, tasks, approvals, acknowledgments, and third-party integrations. Reporting and insights capabilities ensure real-time visibility into progress, enabling informed decision-making at every stage. With the flexibility to design distinct playbooks tailored to unique needs, Moxo gives organizations the control they need to deliver streamlined, collaborative interactions. By transforming traditional workflows into efficient, automated processes, Moxo empowers businesses to enhance their service standards and focus on growth without getting lost in operational complexities.
Business
Custom
Workflow builder & templates
Complete collaboration suite (messaging, video meetings, file sharing with annotations)
Approvals
Acknowledgements
eSignatures
File requests
Meeting scheduler
Tasks
Basic automations
Basic integrations
Content library
Personal productivity dashboard
Unlimited workspace history
Business Pro
Custom
Advanced automations
Advanced integrations
Forms
Management reporting dashboard
Branching
Audit (7 years)
SAML SSO
Custom onboarding
Dedicated Customer Success Manager
Portal add-on (Additional fees apply)
Client dashboard
Portal branding & configuration
Live chat
Service requests
Branding kit add-on (Additional fees apply)
Private labeled app (iOS, Android)
Custom URL
Custom email domain
Enterprise
Custom
Enterprise REST API
SDKs (iOS, Android, JavaScript, React Native, Cordova)
Incoming and Outgoing Webhooks
Custom Business Actions
Dedicated Technical Account Manager
Enterprise Support
Enterprise deployment options
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