Moxtra Overview

Moxo facilitates streamlined B2B project management, enhancing account onboarding and management processes. Businesses globally utilize Moxo for its ability to orchestrate service experiences, ensuring efficient workflows. The platform supports smart workflows that minimize unnecessary tasks, enabling contextual collaboration. Moxo provides control and visibility throughout each project phase, integrating seamlessly with existing systems. This results in reduced time and cost expenditures for organizations. A unique aspect of Moxo is its focus on delivering client experiences that foster satisfaction and loyalty, making it a preferred choice for businesses aiming to enhance their service delivery.

Use Cases

Customers recommend Collaboration, Content Sharing, Conference Call Management, as the business use cases that they have been most satisfied with while using Moxtra.

Other use cases:

  • Document Sharing
  • Attendee Engagement
  • Sales Call Management
  • Communication Management
  • Proposal & Quote Management
  • Digital Signature
  • Workflow Management
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Business Priorities

Improve Internal Communications and Attract More Attendees are the most popular business priorities that customers and associates have achieved using Moxtra.

Other priorities:

  • Improve Stakeholder Relations
  • Scale Best Practices
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Moxtra Use-Cases and Business Priorities: Customer Satisfaction Data

Moxtra works with different mediums / channels such as Offline. Video. Events etc.

Moxtra's features include Recording, and Alerts: Popups & Notifications. and Moxtra support capabilities include Chat Support, Email Support, Phone Support, etc. also Moxtra analytics capabilities include Custom Reports, and Analytics.

Reviews

"...The best feature is the fact that you can share documents and pictures along with conversation...." Peer review by Brittany B., Office Manager, Construction

Moxtra, FreeConference.com, Cisco Webex, Projecis, StarLeaf Platform, etc., all belong to a category of solutions that help Webinar and Conferencing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Moxtra interaction workspaces streamline customer, vendor, and partner projects worldwide. Leading businesses use Moxo for efficient B2B project management from onboarding to account management.

Popular Business Setting

for Moxtra

Top Industries

  • Information Technology and Services
  • Computer Software
  • Wholesale

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Moxtra is popular in Information Technology And Services, Computer Software, and Wholesale and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Moxtra Use Cases

Why is Moxtra the best choice for Collaboration?

How can Moxtra optimize your Content Sharing Workflow?

What makes Moxtra ideal for Conference Call Management?

How does Moxtra facilitate Document Sharing?

How does Moxtra address your Attendee Engagement Challenges?

12+ more Business Use Cases

76 buyers and buying teams have used Cuspera to assess how well Moxtra solved their Webinar and Conferencing needs. Cuspera uses 296 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Webinar and Conferencing needs.

Case Studies

Financial Services

CASE STUDY Bank of Queensland

Moxo helped Bank of Queensland improve their lending workflows. The bank faced delays and inefficiencies in loan processing and communication. Moxo’s collaborative workflow software and the Pocket Ba...nker app created a secure digital branch. Clients and managers now communicate easily, share documents, and track applications in real time. Automation reduced manual work and increased productivity. Customers enjoy faster service and better transparency.

Design

CASE STUDY Form Collective

Moxo helped Form Collective, a Canadian design firm, solve problems with scattered communication and lost project updates. The team used Moxo's collaborative workflow platform to centralize all proje...ct files, messages, and documents. This made it easy to manage roles, share updates, and keep everything organized. As a result, Form Collective increased their project capacity by 20%. The firm now works more efficiently and keeps clients happier with better communication.

Utilities

CASE STUDY One Motion Logistics

Moxo helped One Motion Logistics fix problems with mismanaged communication and resource use. The company used Moxo’s workflow software to launch Port One, a hub that made trucking and fleet operatio...ns easier. Port One let teams and clients talk in one place and automated many tasks. This led to smoother operations, better vendor relationships, and more business. One Motion Logistics now has faster response times, fewer errors, and better service for clients.

Financial Services

CASE STUDY Raiffeisen Bank

Moxo helped Raiffeisen Bank deliver digital wealth management with the RaiConnect app. The bank needed to keep high-touch service while moving to digital channels. Moxo’s platform unified communicati...on, automated workflows, and enabled secure document sharing. Relationship managers could support clients remotely and securely. Clients managed transactions and wealth from their smartphones. The bank saw improved client satisfaction and faster service delivery.

Accounting

CASE STUDY Falconi Consulting

Moxo helped Falconi Consulting move their consulting services online during the COVID-19 pandemic. Falconi used Moxo’s collaborative workflow software to launch the Falconi Together app, giving clien...ts a digital hub for communication and project management. 85% of companies in Falconi Together said Moxo improved communication and value. The platform let Falconi keep high service standards and expand digital consulting to more businesses. Falconi also used Moxo’s platform for medium and large clients, helping them manage projects and achieve strong results.

Legal Services

CASE STUDY Peninsula Visa

Moxo helped Peninsula Visa cut document processing time by 93%. The company used to struggle with email chaos and slow document handling. Moxo Flow gave them a step-by-step system for document submis...sion. The platform used smart automation and milestones to guide clients. Now, clients can finish the process in hours, not days. Agents handle more clients and offer new services. Moxo boosted client satisfaction and helped Peninsula Visa grow revenue.

lightning

Peers used Moxtra for collaboration and content sharing

Moxtra Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.77/5 ★

Read Reviews (16)
Analytics

4.16/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.77/5 ★

Read Reviews (16)
Analytics

4.16/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for Moxtra

Overall Risk Meter

Low Medium High

Top Failure Risks for Moxtra

MOXTRA News

Awards

Moxo Named Winner in Two Categories at the Global Private Banker WealthTech Awards 2025

Moxo was recognized as a winner in two categories at the Global Private Banker WealthTech Awards 2025.

Awards

Moxo Named Workflow Management Platform of the Year By LegalTech Breakthrough - GlobeNewswire

Moxo won the Workflow Management Platform of the Year award from LegalTech Breakthrough.

Product

Moxo integrates with Wealthbox to streamline client management for financial advisors

Moxo integrates with Wealthbox to improve client management for financial advisors.

Awards

Moxo Wins Best UX/UI Design in a SaaS Product at the 2024 Cloud SaaS Awards - PR Newswire

Moxo won the Best UX/UI Design in a SaaS Product at the 2024 Cloud SaaS Awards.

MOXTRA Profile

Company Name

MOXTRA

Company Website

https://www.moxo.com/

HQ Location

1601 South De Anza Boulevard, Cupertino, CA 95014, US

Employees

51-100

Social

Financials

SERIES B