Moxo (formerly 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 Moxo (formerly Moxtra).

Other use cases:

  • Document Sharing
  • Attendee Engagement
  • Sales Call Management
  • Communication Management
  • Proposal & Quote Management
  • Digital Signature
  • Workflow Management
See all use cases See less use cases

Business Priorities

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

Other priorities:

  • Improve Stakeholder Relations
  • Scale Best Practices
See all business priorities See less business priorities

Moxo (formerly Moxtra) Use-Cases and Business Priorities: Customer Satisfaction Data

Moxo (formerly Moxtra) works with different mediums / channels such as Offline. Video. Events etc.

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

Reviews

"...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...." Peer review by Katelyn R., Licensed Realtor, Entertainment

Peer review evidence (same sources as the product rating summary)

"...That is exactly the case with Moxtra a mobile-first team communication and collaboration solution that makes team collaboration incredibly simpler by keeping everything together...." Free Slack Alternatives For Better Team Communication
"...The best feature is the fact that you can share documents and pictures along with conversation...." Peer review by Brittany B., Office Manager, Construction
"...chat, file management and annotation, task management even conference call...." Peer review by Vijay kumar

Moxo (formerly 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 Moxo (formerly Moxtra)

Top Industries

  • Information Technology and Services
  • Computer Software
  • Wholesale

Popular in

  • Mid Market
  • Small Business
  • Enterprise

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

Moxo (formerly Moxtra) Customer wins, Customer success stories, Case studies

How does Moxo (formerly Moxtra) facilitate Collaboration?

How can Moxo (formerly Moxtra) optimize your Content Sharing Workflow?

How efficiently Does Moxo (formerly Moxtra) manage your Conference Call Management?

How can Moxo (formerly Moxtra) enhance your Document Sharing process?

How efficiently Does Moxo (formerly Moxtra) manage your Attendee Engagement?

11 buyers and buying teams have used Cuspera to assess how well Moxo (formerly 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.

 

Tattoo Visa - Legal Services - Small

USA

Moxo helped Tattoo Visa cut visa processing times by over 80%. Tattoo Visa used Moxo to automate document management and client communication. The platform let them handle 10 times more clients, grow...ing from 20 to over 200 cases. Real-time updates and automated workflows made it easier for artists to submit documents. Tattoo Visa now completes visa applications in 120-150 days instead of years. Clients are happier and the company can scale without losing quality.

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Texas Pressed Flowers - Consumer Services - Small

Dripping Springs, USA

Moxo's collaborative workflow software helped Texas Pressed Flowers grow 350% in two years. The business reduced calls and emails by 80% by giving clients real-time order updates. Moxo enabled the te...am to track each bouquet and communicate better. Texas Pressed Flowers reached their mid-year revenue goal two months early. They achieved 100% 5-star reviews from clients. The software made their bouquet preservation process faster and more organized.

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Stonehage Fleming - Financial Services - Large

London, UK

Moxo’s collaborative workflow software helped Stonehage Fleming improve client engagement and streamline operations. The firm replaced manual communication with a secure, interactive portal for real-...time collaboration. Team members and clients now connect easily, reducing delays and misunderstandings. Security features protect sensitive financial data. Stonehage Fleming delivers faster, more personalized service and operates more efficiently across global offices.

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Suzie Turner Couturier - Design - Small

London, UK

Moxo helped Suzie Turner Couturier create a digital workflow for bespoke gown design. The new app let clients and designers share ideas, files, and updates in one place. Real-time messaging and visua...l tools improved communication and feedback. Clients could track their dress progress anytime, from anywhere. The app reduced errors and delays, keeping clients happy and engaged. Suzie Turner Couturier set a new standard for digital client service in couture fashion.

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SimplySolved - Management Consulting - Small

Dubai, UAE

Moxo helped SimplySolved cut operating expenses by 29%. The consulting firm used Moxo to centralize client communication and automate workflows. This improved collaboration and kept all information i...n one place. SimplySolved achieved 100% of their service deliverables. Clients gained more trust and satisfaction from the secure, transparent processes.

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Shields Tax & CPA - Accounting - Small

Vancouver, USA

Moxo helped Shields Tax & CPA streamline client communication and document management. The firm replaced inefficient email threads with Moxo’s collaborative workflow software. This enabled secure mes...saging, document uploads, and mobile access for clients and staff. Shields Tax & CPA improved onboarding and task management. As a result, they saw 74% growth in accounting services and doubled their client base.

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lightning

Peers used Moxo (formerly Moxtra) for collaboration and content sharing

Moxo (formerly Moxtra) Competitors

Moxo (formerly 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)

Moxo (formerly Moxtra) Integrations

Moxo (formerly Moxtra) integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.80/5 ★

Read Reviews (35)
Data Export

4.77/5 ★

Read Reviews (31)

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

PagerDuty Platform

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Chargebee Subscription Management

4.75 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SendHub

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

PartnerStack

4.61 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Moxo (formerly Moxtra)

Cisco Spark

4.02 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Adobe Analytics

4.09 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

AfterShip

4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Qualaroo

4.13 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Adobe Sign

4.47 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Moxo (formerly Moxtra)

Overall Risk Meter

Low Medium High

Top Failure Risks for Moxo (formerly Moxtra)

Moxo Inc. News

Product

Notion client onboarding checklist template (+better alternative for SMBs) | Moxo

Moxo offers a scalable client onboarding platform designed to address the limitations of Notion, such as lack of automation and integration challenges. Moxo's platform automates tasks, tracks progress, and integrates with existing business tools, providing a seamless onboarding experience for SMBs. It enhances client satisfaction and operational efficiency by offering customizable workflows and real-time updates, making it a superior alternative to Notion for managing complex client onboarding processes.

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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.

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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.

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Product

Moxo integrates with Wealthbox to streamline client management for financial advisors

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

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Moxo Inc. Profile

Company Name

Moxo Inc.

Company Website

https://www.moxo.com/

HQ Location

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

Employees

51-100

Social

Linkedin

Financials

SERIES B