--- description: Learn how Moxo can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Moxo. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Moxo Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Customer Experience Software](/directory/601/customer-experience/software) > [Moxo](/software/112131/moxo) # Moxo Canonical: https://www.getapp.co.uk/software/112131/moxo Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/112131/moxo?page=2) > Moxo transforms B2B relationships by streamlining fragmented workflows. It accelerates onboarding, document collection, and more, reducing risks and boosting efficiency. Trusted by top institutions, Moxo delivers faster results and superior client satisfaction. > > Verdict: Rated **4.0/5** by 24 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Moxo • Streamlined Workflow Automation: Simplifies and modernizes complex workflows, enabling businesses to manage client, vendor, and partner interactions seamlessly in a single digital workspace. • Comprehensive Workflow Orchestration: Supports end-to-end processes, including client onboarding, document collection, account servicing, and exception handling. • Customizable Workflow Templates: Personalize high-touch service experiences while maintaining operational efficiency through customizable templates. • Enhanced Collaboration Tools: Offers native actions such as digital signatures, file requests, and real-time collaboration to facilitate efficient communication and task management. • Industry-Specific Solutions: Trusted by global leaders across industries like financial services, healthcare, legal, real estate, consulting, and more to meet unique regulatory and operational needs. • Bank-Grade Security: Ensures data protection with a multi-layered security framework compliant with global standards like GDPR and SOC III. Privacy and permission-based access are tailored for regulated industries. • Integration Capabilities: Seamlessly integrates with CRMs like Salesforce and HubSpot, external applications like DocuSign, and thousands of other tools via Zapier for automated workflows. • Data Synchronization: Automatically syncs data at configurable intervals to ensure alignment with existing systems of record. • Private Labeled: Provides private-labeled mobile apps and web portals powered by Moxo to maintain brand identity. Ease of Use: Pre-built templates or custom workflows allow businesses to get started quickly across mobile and web platforms. • Operational Efficiency Gains: Consolidates workflows into a unified platform, reducing email clutter by over 95% while improving process efficiency. • Global Client Success Stories: - BNP Paribas launched "MyWealth," a secure hub for wealth clients. - Savills streamlined property assessment workflows for enhanced client experiences. - Palmetto optimized customer onboarding for solar panel installations. - Scotiabank facilitated personalized wealth management services. - Kobayashi Group centralized home application documentation. - Parents as Teachers simplified access to educational resources for parent educators. - Emirates NBD delivered exceptional service experiences for wealth management clients. • Scalable Platform for All Business Sizes: Adapts to the operational needs of diverse organizations, from small businesses to global enterprises. • Customizable Branding: Empowers businesses to showcase their unique identity through tailored branding options for apps and portals, ensuring consistent client-facing experiences. • Award-Winning Design: Recognized globally for its user experience and interface design in the SaaS sector. • Real-Time Notifications \& Alerts: Keeps stakeholders informed with automated notifications and reminders. Magic links allow users to jump directly into tasks without delays. • Advanced Reporting \& Insights: Offers detailed reporting on ongoing workflows, providing businesses with actionable insights to measure KPIs and enhance efficiency. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 24 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 4.0/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Moxo - **Location**: Santa Clara, US - **Founded**: 2013 ## Commercial Context - **Pricing Details**: Contact Moxtra directly for pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Chinese, Danish, Dutch, English, Finnish, French, German, Indonesian, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - API - Access Controls/Permissions - Active Directory Integration - Activity Dashboard - Agent Management - Alerts/Notifications - Analytics - Archiving & Retention - Attendance Tracking - Audio/Video Conferencing - Audit Trail - Authentication - Batch Communications - Bill Payment - Billing & Invoicing - Business Process Automation - CRM - Calendar Management - Call Recording - Call Routing ## Integrations (22 total) - Drop - Dropbox Business - Filevine - Global Relay Archive - Gmail - Google Drive - Google Sheets - HubSpot CRM - Jira - Jumio - Microsoft Dynamics 365 Business Central tegossuite - Microsoft Outlook - Microsoft Teams - OneDrive - Redtail CRM ... and 7 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Customer Experience Software](https://www.getapp.co.uk/directory/601/customer-experience/software) ## Related Categories - [Customer Experience Software](https://www.getapp.co.uk/directory/601/customer-experience/software) - [Client Onboarding Software](https://www.getapp.co.uk/directory/3839/client-onboarding/software) - [Workflow Management Software](https://www.getapp.co.uk/directory/566/business-workflow/software) - [Document Management Software](https://www.getapp.co.uk/directory/284/document-management/software) - [Project Management Software](https://www.getapp.co.uk/directory/332/project-management/software) ## Alternatives 1. [Jira](https://www.getapp.co.uk/software/9953/jira) — 4.4/5 (15312 reviews) 2. [monday.com](https://www.getapp.co.uk/software/91734/monday-com) — 4.6/5 (5726 reviews) 3. [Asana](https://www.getapp.co.uk/software/90584/asana) — 4.5/5 (13547 reviews) 4. [Trello](https://www.getapp.co.uk/software/90700/trello) — 4.5/5 (23487 reviews) 5. [ClickUp](https://www.getapp.co.uk/software/106331/clickup) — 4.6/5 (4561 reviews) ## Reviews ### "A business communication made friendly and resourceful." — 4.0/5 > **Hiran** | *19 July 2021* | Oil & Energy | Recommendation rating: 8.0/10 > > **Pros**: Private labelling of the portal can be done according to the users choice. Configuration of the portal can be done by automating the customer account management workflows which enable assistance for business processes, from onboarding to billing. The screen share feature helps the user during the meeting to project the screen to other participants. The chat section made communication friendly and resourceful with the addition of files to chat conversation. Group discussion can be done in conversation along with the group video call option. Conversations tab has separate sections for internal and clients which help the user to differentiate the conversations. A call option is available to call through the app. The user interface is simple and easy to use. > > **Cons**: Moxtra doesn't have many features. The pricing plans need to be flexible with respect to customer requirements. Customer support needs to improve its service by optimizing the resolution and response time. > > It has a basic feature that is enough for small enterprises but more features and functions would be value-added to this product. ----- ### "Efficient, intuitive, and robust\!" — 5.0/5 > **Gabi** | *5 July 2024* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **Pros**: What I like most about Moxo is the wide variety of features, some of which we didn't even realize we wanted/needed until we saw them\! I love that you can create templates to save AND customize them so much. We utilize a group workspace to keep the team updated and create tasks for ourselves/each other. We also appreciate the feature of ringing a client's app when a meeting begins. > > **Cons**: I honestly can't think of many things that we don't like about Moxo. I know there have been a couple features that we have thought about along the way, which we have sent over as feature requests, but now I can't remember them\! Overall we are very happy with it. I do wish there was a payment processing system so we could completely integrate all of our client management. > > Moxo has been so helpful in streamlining our client communications and correspondence. We love being able to communicate with them in one designated location (vs text message, whatsapp, etc) and share files back and forth. It's nice to have workspaces for each client as well. We are so grateful for the ongoing support we receive from \[sensitive content hidden\] She has been invaluable in our success with the Moxo platform. ----- ### "Scam, avoid at all costs" — 1.0/5 > **Cameron** | *23 October 2024* | Marketing & Advertising | Recommendation rating: 0.0/10 > > **Pros**: Nothing worth noting down about how anything good, just negative. > > **Cons**: Customer service and scamming behaviour. > > I am deeply disappointed with Moxo's customer service, especially concerning payment issues and discrepancies. My experience has been frustrating from the start, as I encountered significant problems related to billing and payment processing. Despite numerous attempts to resolve these issues, the customer service team has been unhelpful and unreliable. Moxo made promises to rectify the discrepancies swiftly, yet these assurances have proven to be empty. Communication with their support representatives is often met with vague responses or delayed follow-ups, leaving me without clear resolutions or timelines. This lack of transparency and accountability is unsettling, particularly when it involves financial matters. Unfortunately, my experience isn't unique. I've discovered that many other customers have reported similar issues, which raises concerns about how widespread these problems are. It seems that Moxo's reputation for making "fake promises" is warranted, as their actions (or lack thereof) consistently fall short of their commitments. ----- ### "Good platform for client work." — 4.0/5 > **Verified Reviewer** | *23 December 2025* | Apparel & Fashion | Recommendation rating: 6.0/10 > > **Pros**: Moxo is excellent for secure client collaboration. Having messaging, file sharing, eSignatures, and workflows all in one place makes it feel very polished and professional > > **Cons**: The setup and onboarding can feel a bit heavy at first. There’s a learning curve when building workflows. For smaller teams, it may feel more robust (and expensive) than necessary. > > Once it’s set up properly, it can significantly improve how teams communicate and collaborate with clients. ----- ### "Using Moxo for Client Communications" — 4.0/5 > **Abby** | *5 April 2025* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **Pros**: Moxo centralizes communication, document sharing, to-dos tracking, and required approvals in one place. It offers enterprise-grade security, which is important for public company clients. It works well for client onboarding, approvals, support tickets, etc. Moxo combines chat, video calls, screen sharing, and asynchronous messaging all in one place so clients and teams don't have to search multiple platforms for communications. We were able to white-label it for our clients. > > **Cons**: For our clients who are less tech savvy, there was a learning curve. While I found it intuitive, some clients had to get used to using it rather than their go-to of email, Teams and text. > > Our rep at Moxo was helpful in answering questions on how to best integrate within our current workflow. Overall, I liked the platform but you must be patient with client adoption. Clients will need to be gently reminded to use Moxo instead of email or text. Teams is already integrated into many of our clients' systems so it's also hard to integrate another platform into their workflow. ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/112131/moxo?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/112131/moxo) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data