Make your business flow

Streamline your customer, vendor, and partner projects

The image on Moxo's homepage banner showcases digital interaction workspace solution, accessible on both mobile and web platforms. Moxo streamlines customer, vendor, and partner projects including client onboarding, account management, document collection, and client portals. The clean and intuitive design of Moxo's workspace solution makes it easy to manage projects anywhere.

Make your business flow

Streamline your customer, vendor, and partner projects

From onboarding to account management.
And everything in between.

Accelerate onboarding, reduce drop-offs, and boost retention

Templatize your onboarding process using actions such as forms, tasks, file requests, and more
Assign roles and remind users when it is their turn to act
Support your customers contextually within the workflow
This is a screenshot of Moxo's account onboarding solution, showcasing a user-friendly and customizable interaction workspace. Simplify your onboarding process and improve client experience with Moxo.

Track joint deliverables and keep everyone on the same page

Create secure, external interaction workspaces
Assign tasks with reminders to track joint deliverables
Collaborate in-context using messaging, meetings, document annotations, and more
Moxo's streamlined solution for B2B Projects simplifies complex workflows, improves collaboration, and enhances productivity. Use Moxo to manage projects smarter.

Keep up with your accounts any time, any place, on any device

Create secure, interactive workspaces with your clients, vendors and partners
Leverage business actions such as approvals and eSignatures
Provide a convenient, organized record of past messages, documents, signatures, and more
This image on Moxo's homepage showcases the account management capabilities which helps businesses efficiently manage their customer accounts. This includes customizable templates and real-time updates. With Moxo, businesses can ensure that their customer accounts are easy to manage.

The easiest way to collect documents securely

Use file requests to automate the file collection process. No more tracking down email attachments
Automatically push files to third-party repositories
Clarify any questions using contextual messaging
Effortlessly collect files from clients, vendors, and partners with Moxo's document collection solution. Simplify workflows and get projects done faster.Effortlessly collect files from clients, vendors, and partners with Moxo's document collection solution. Simplify workflows and get projects done faster.

Deliver a best-in-class customer experience

Create a convenient destination for your clients to interact with your business, under your brand
Create workspaces where you can exchange documents, send messages, launch meetings, and drive client workflows
Provide a private-labeled mobile app
The image on our homepage depicts Moxo's innovative solution for creating dynamic client portals. Empower your clients with customizable access to their accounts and documents under your branding. Moxo streamlines communication and makes it easier than ever for businesses to manage their customer relationships.

Our customers experience

54%
reduction in length of client processes
81%
reduction in dropoffs
75%
increase in account manager capacity
95%
decrease in email clutter

Three keys to
making your business flow

1. Create Moxo Flow Workspaces

Invite your customers, vendors, and partners into shared interaction workspaces via email or magic link. Workspaces can be accessed on web & mobile.

2. Templatize your frequent processes

Use a drag-and-drop builder to create workflows and save them as templates, or leverage over 50+ pre-built templates. Workflows can include business actions such as forms, file requests, eSignatures, approvals, tasks, third-party actions like Docusign, and more. Users will be notified (via email or app) when it is their turn to act.
The Moxo workflow builder empowers users to customize and automate business processes. Drag and drop elements with ease, and save as templates for future use.

3. Interact in-context

Send messages, share documents, launch video meetings, and bring in third-party objects - so you never break the flow. Have discussions, answer questions, make adjustments, receive feedback and more. No emails, phone calls, or text messages required.
The image on our website homepage showcases Moxo's interaction capabilities. Users can easily send messages, share documents, and launch video meetings within their workspaces. With Moxo, work processes become more streamlined, efficient, and enjoyable.

Delivery models

Standard

Get started within minutes by choosing from templates or building your own Moxo Workspaces. Available across mobile & web.

Learn moreThe image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

Private-labeled

Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn moreThis image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.

Embedded

Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

Learn more
Connect your tools
Moxo provides out-of-the-box integrations and frameworks to connect your workflows with existing tools
See all integrations

Data sync Automatically push data at a regular cadence to CRMs and other systems.

Business actions Bring in external actions to Moxo workspaces.

Automations Automate actions in external applications or in Moxo based on triggers within Moxo.

Custom Create custom integrations by leveraging Moxo APIs or tools like Zapier to push and pull data to and from Moxo.

Moxo's integration image showcases their versatile lineup including top tools like Xero, Hubspot, and Stripe, allowing for seamless workflow solutions.

Library

Read data studies, guides, and more.

Read more

Events Center

Tune into our on-demand
events to learn more about Moxo.

Watch now

Why organizations
choose Moxo

Why organizations choose Moxo

The only platform designed ground up for external projects

Seamless blend of structured + unstructured interactions

Built for the security and compliance requirements of regulated industries

Moxo is uniquely suited for managing external business projects. Moxo enables businesses to deliver exceptional client experiences while improving process efficiency.

Moxo workspaces blend a powerful workflow layer with modern interaction capabilities so you never break the flow of business. As a result, our customers reduce email clutter by over 95%.

Moxo was co-created with leading financial institutions for regulated industries such as financial services, healthcare, legal and more. Learn more about our security here.

Trusted by security-focused industries

Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.

The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications. The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Mid-Market. The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Small Businesses.
Moxo is named best digital banking solution provider in the Banking Tech Awards.
Moxo is named best mobile experience at the Bank Customer Experience Summit.
Moxo wins best client relationship management platform in the LegalTech Awards.
Moxo is named an innovator in the Aragon Research Globe for Digital Work Hubs.

Start streamlining your business today