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Moxo Reviews & Product Details

CM
Marketing Manager
Wholesale
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Moxo?

Super easy for teams to collaborate and maintain all the project files in a single place and all have access. Really like how simple it is to use and that it really covers all bases from document management to creating a project schedule, for online meetings and training sessions. Also like the ability to record meetings and store them for others to 'attend' later. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Because it covers so many functions, sometimes it replaces something that's been working and may have a few more features to it, but overall not a big deal. Review collected by and hosted on G2.com.

Recommendations to others considering Moxo:

It's easy to use and is great for collaboration between people in a variety of ogranzations or departments. Provides a single place for meetings, notes, timelines, all types of documents, etc. Pefect to keep all team members up to date with notifications too. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

We're using it for an implementation of a new software application with a firm that's offsite so for the project management it's great - everything in one place and perfect for collaboration from lots of people in different locations. Review collected by and hosted on G2.com.

Moxo Overview

What is Moxo?

Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers collaborative workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Moxo Details
Product Website
Languages Supported
Bosnian, Bulgarian, German, English, Finnish, French, Croatian, Hungarian, Indonesian, Italian, Japanese, Dutch, Portuguese, Romanian, Russian, Spanish, Chinese (Simplified), Chinese (Traditional)
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Product Description

Modernize your client interaction workflows with Moxo. Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebE.

How do you position yourself against your competitors?

Control the chaos of managing external business.

Moxo's project workspaces blend structure and automation with human interaction, so businesses can drive operational efficiency, and deliver a branded experience.


Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,036 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Description

Today's client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides interaction workspaces for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx. To learn more, visit moxo.com and follow the company on LinkedIn, Twitter and Instagram.


LI
Overview Provided by:
Chief Brand Officer — Moxtra

Recent Moxo Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Review web portal"
MOXO is helpful in having a secure web portal to send sensitive documentation to our customers.
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"HAS HELPED OUR DEPARTMENT IMMENSELY"
Easy for customers to register. Easy and fast communication with customers. Reduces a great amount of emails. Group mailings are a breeze. Easy...
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Powerful Workflow Engine That Keeps Our Projects Moving"
Moxo makes it easy to structure workflows that would otherwise get buried in emails and texts. The ability to assign roles, create tasks, and house...

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

13 months

Average Discount

13%

Perceived Cost

$$$$$
View More Pricing Information

Moxo Media

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175 Moxo Reviews

4.5 out of 5
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175 Moxo Reviews
4.5 out of 5
175 Moxo Reviews
4.5 out of 5

Moxo Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
ER
CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Moxo?

Our Moxo app has created an easy-to-access space for team members and clients. We no longer sift through emails and texts, wasting time trying to find our last conversation with the needed information. Our clients have embraced the app as an easy way to contact us. We have also utilized a feature that organizes our invoices in one location. Paying our contractors used to take an hour; now, it takes 15 minutes. Time is money. Moxo is the only business we have worked with that keeps its word about always being available if we need assistance. We have had the same point of contact from day one, and he is patient and kind as we learn to navigate our app. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

We initially had issues with the ease of navigating on the app, specifically related to workflows. Moxo has been working on making the app more user-friendly. Our clients have had zero issues with the app. Our biggest problem with Moxo is that they limit the number of users at our price point. We are considering other options since this stifles our ability to grow and increase our revenue. That's a big problem for any small business. We are still utilizing other systems for our initial contact with potential clients that reach out to us. The inability to move a potential client into the app right after first contact is a problem. This affects our revenue, makes for a clunky start for our potential clients, and limits our growth. We want to feel supported by Moxo and set up for success and growth without limits. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Streamlining our communication. Review collected by and hosted on G2.com.

Verified User in Construction
CC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Moxo?

Moxo makes it easy to structure workflows that would otherwise get buried in emails and texts. The ability to assign roles, create tasks, and house all communication in one place has helped our team keep projects moving without dropping the ball. The mobile app is solid, and the workspace flexibility lets us tailor each experience to how we actually work. Visibility and accountability are built in. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

There are areas where API functionality and third-party integrations could be expanded. Some customizations require workarounds, and template management can be rigid depending on how deep you’re building. It’s not always plug-and-play for unique use cases, but with the right structure, you can make it work well. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Moxo centralizes our workflows and streamlines communication across teams. It replaces scattered tools and keeps everything moving in one place, which has saved us time and improved accountability. Review collected by and hosted on G2.com.

RH
Business Analyst
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

The functionalities are good! I love its flexibility and its frequent updates. The integration is just one click within the site offering Zapier as an alternative, providing more flexibility in deciding what you want to integrate instead of how you can integrate. Zero programming is really user-friendly, especially for non-tech users. Huge appreciation to our Customer Success Manager, Aakash, for his hard work, spontaneous responses, and endless support! His dedication makes a real difference every time. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Cannot wait for the upcoming updates. I'm always not satisfied and want to have more to achieve on Moxo. To be honest, Moxo is not a fully mature platform at this point but it might be worthy seeing Moxo grow and be fully equipped. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Moxo can make all sorts of information sources we have right now into one. The integration with other apps/platforms/systems, the documentation storage and flow template storage are incredibly helpful. Review collected by and hosted on G2.com.

TK
Account Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

MOXO has truly helped speed up our process. It us to take our company 10 to 12 weeks to complete the hiring process, but now with using MOXO, on average it's 7 to 9 weeks. This is huge for our company. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only downside that we have noticed is that sometimes it can look a little messy with the number of "clients" we have in our dashboard. We really wish we could have a folder for each step and for each client that is on that step to be in the matching folder. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

MOXO has made our onboarding process smoother. It used to take so much time to credential a new provider or "client" and everyone always felt lost. They never knew how far along in the process they were or what steps they needed to complete. MOXO made everything so much clearer, not only for our providers but also for our admin team. Each person can see which step they are on and how much longer they have in the process. This has cleared up time for our admin team to work on other projects. We no longer have to babysit the credentialing process. It has truly helped us in every way. Review collected by and hosted on G2.com.

RA
Head of Talent
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Moxo?

I like that everything is very organized and user friendly. The customer support is also very helpful and appreciated. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

I can't think of anything that I dislike just besides wanting more features or automations to be implemented. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Organization of onboarding steps. As we onboard new creators, especially a lot all at once, it is very helpful for me to be able to see everything in one place. Review collected by and hosted on G2.com.

AB
Integrator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

What I like most is the responsiveness of the moxo team. They quickly answer questions or take it to the internal team for direction. They have also taken ideas we've had for the platform and submitted them for future applications. The team has been very collaborative and helped us achieve our goal with the app a lot faster than anticipated. The platform is relatively easy to use and the team was patient to walk us through the new items. We use our app daily as our main source for internal and client communications. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only downside to note is waiting for new implementations to take place that would be useful now. We've share a lot of ideas and most of them are pending future updates. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Moxo gave us a platform to house our app-which allows for more frequent communication between us and our client. This helps us with retention and timely communication for our team and our clients. Review collected by and hosted on G2.com.

NS
Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

The workflows are my favourite part of Moxo, they automate our work Review collected by and hosted on G2.com.

What do you dislike about Moxo?

I would say the only downside is that I can't get a completely whitelabled version of the platform with 0 Moxo branding Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Automating comunication & workflows, centralised client comunication, client onboarding automating Review collected by and hosted on G2.com.

AD
Director of Technology
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Moxo?

Moxo is easy to use as an admin setting up the system for in internal team, and also easy to use for external clients as well. I love that the Moxo team is available in our support thread with short turnaround for any questions I have. It is exciting to see frequent system updates with valuable added features. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

Moxo has some limitations for permissioning internal users, that I would like to see more customization avaliable. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

We use it for filling in an application and as a secure portal to submit sensitive financial documents. Review collected by and hosted on G2.com.

Verified User in Banking
UB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Moxo?

MOXO is helpful in having a secure web portal to send sensitive documentation to our customers. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

When customers get notification from us that they have received a conversation, the email is very informal and a few of our customers thing what they receive is spam. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Being able to send secure documentation to our customers and having ways to communicate with them once a document is sent. Review collected by and hosted on G2.com.

LG
Outreach Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
What do you like best about Moxo?

I love Moxo for it's customization and the amazing tech support team. They are always adding new features and making improvements on their platform. Review collected by and hosted on G2.com.

What do you dislike about Moxo?

The only downside about Moxo is the fact that, like any technology, it can malfunction and can be frustrating to troubleshoot. Moxo has been with us every step of the way everytime something has come up. Review collected by and hosted on G2.com.

What problems is Moxo solving and how is that benefiting you?

Helping us upgrade from email to a portal system that makes it easier and more efficient for our volunteers to access information. Review collected by and hosted on G2.com.