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
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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 Moxo (formerly Moxtra).

Other priorities:

  • Improve Stakeholder Relations
  • Scale Best Practices
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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

"...it's great - everything in one place and perfect for collaboration from lots of people in different locations...." Peer review by Candace M., Wholesale

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.

Comprehensive Insights on Moxo (formerly Moxtra) Use Cases

Why is Moxo (formerly Moxtra) the best choice for Collaboration?

How does Moxo (formerly Moxtra) facilitate Content Sharing?

Why is Moxo (formerly Moxtra) the best choice for Conference Call Management?

How efficiently Does Moxo (formerly Moxtra) manage your Document Sharing?

What benefits does Moxo (formerly Moxtra) offer for Attendee Engagement?

12+ more Business Use Cases

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.

Case Studies

Education

CASE STUDY Hibernia College

Moxo helped Hibernia College improve student engagement and retention. The college used Moxo’s collaborative workflow software in their Cohort App. This app let students connect, share ideas, and acc...ess resources from anywhere. The secure, branded platform built a strong sense of community. Hibernia College achieved a 97% student retention rate with this solution.

Marketing and Advertising

CASE STUDY QiWorks

Moxo helped QiWorks improve team and client collaboration. QiWorks used Moxo to launch their branded portal, QiWorks Engage. This platform made all project documents and communications easy to find. ...The new system shortened project timelines and improved project management. QiWorks saw better campaign results and stronger client relationships. The platform also made onboarding and HR tasks faster and clearer.

Health, Wellness and Fitness

CASE STUDY Sasha Esposito MFT

Moxo helped Sasha Esposito MFT, a California-based therapist, solve problems with remote client communication. She needed a secure, all-in-one platform for video calls, messaging, and document sharin...g. Moxo provided a branded digital channel that kept client data safe and made her workflow easier. Sasha ended her office lease, cut commuting costs, and gained more flexibility. She now connects with clients from anywhere and saves money, while keeping strong relationships with her clients.

Design

CASE STUDY Plural Architecture & Design

Moxo helped Plural Architecture & Design improve design workflows. The firm needed better collaboration across offices in Dubai, Canada, and India. Moxo's platform enabled real-time markup, seamless ...communication, and a branded client experience. The team reduced email use and sped up decision-making. Moxo made the office paperless and improved client satisfaction.

Design

CASE STUDY Marybrooke Manor

Moxo's collaborative workflow software helped Marybrooke Manor improve event planning. The team used Moxo's mobile portal to centralize client interactions and planning tasks. This made communication... easier and let staff track every detail from one place. Clients could share ideas and get updates in real time. The planning team worked together better and handled more events at once. The new system reduced errors and made clients happier.

Financial Services

CASE STUDY Standard Chartered

Moxo helped Standard Chartered improve client experience and transaction efficiency. The bank used Moxo in its myRM digital hub to give clients secure, seamless access to relationship managers. 65% o...f all transaction approvals now happen within myRM. Over 1 million clients in 6 markets use the platform. Moxo enabled secure messaging, fast approvals, and a strong audit trail, making banking easier and safer for clients.

lightning

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

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)

Software Failure Risk Guidance

?

for Moxo (formerly Moxtra)

Overall Risk Meter

Low Medium High

Top Failure Risks for Moxo (formerly Moxtra)

Moxo Inc. 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.

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

Financials

SERIES B