Automate and manage file requests, forms, and submissions in a hassle-free manner, making your processes more efficient and reliable.

• Integrate requests for files directly into your workflows. Moxo enables the automation of document submissions as part of your business processes, including automatic prompts from relevant parties and necessary approvals before moving forward.
• Design and implement custom forms for efficient intake, order processing, or any other required step, incorporating unlimited questions to meet your specific business needs. Embed these forms seamlessly into larger business processes for a smoother operational flow.

Guide customers through processes within the context of a workflow. Exchange messages or launch video meetings without interrupting the workflow, fostering seamless collaboration.

• Elevate your experience by guiding participants through every step of a workflow with secure messaging, video meetings, and file sharing. Features like tagging, commenting, and visual annotations further enhance clarity and collaboration.
• Schedule and conduct video meetings seamlessly within Moxo. Utilize advanced capabilities such as screen sharing, whiteboarding, and co-browsing to enhance collaboration and assist clients more effectively during meetings.

Streamline your approval processes, ensuring quicker turnaround times and reducing bottlenecks, thereby enhancing your operational efficiency.

• Route requests to the appropriate approvers within your organization, based on predefined business roles. This ensures that each request is reviewed by the right person, streamlining the approval process.
• Seamlessly attach documents and files to approval requests, allowing approvers to review all pertinent information before making a decision. Once steps are complete, gather acknowledgements or approvals directly within the platform, ensuring a centralized, efficient review process.

Easily address escalations and issues within a workflow, allowing for immediate meetings or messages to resolve any bottlenecks swiftly.

• Moxo's contextual communication capabilities allow for instant meetings or messaging, ensuring swift resolution of queries or issues, thereby maintaining the momentum of your workflows.
• Gain a unified picture of all ongoing and pending workflows, including any stalled or delayed actions, through Moxo's admin dashboard. This centralized visibility enables organizations to monitor, measure, and enhance their operational efficiency systematically.