--- description: Review of Moxo Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Moxo | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Customer Communications Management Software](/directory/4742/customer-communications-mngt/software) > [Moxo](/software/142336/moxo) # Moxo Canonical: https://www.softwareadvice.ie/software/142336/moxo Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/142336/moxo?page=2) > Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. > > Verdict: Rated **4.0/5** by 24 users. Top-rated for **Likelihood to recommend**. ----- ## 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 Communications Management Software](https://www.softwareadvice.ie/directory/4742/customer-communications-mngt/software) ## Related Categories - [Customer Communications Management Software](https://www.softwareadvice.ie/directory/4742/customer-communications-mngt/software) - [Legal Case Management Software](https://www.softwareadvice.ie/directory/4516/legal/software) - [Real Estate Property Management Software](https://www.softwareadvice.ie/directory/4672/property/software) - [K-12 Software](https://www.softwareadvice.ie/directory/4232/k-12/software) - [Customer Engagement Software](https://www.softwareadvice.ie/directory/508/customer-engagement/software) ## Alternatives 1. [Jira](https://www.softwareadvice.ie/software/4315/jira) — 4.4/5 (15314 reviews) 2. [Asana](https://www.softwareadvice.ie/software/5576/asana) — 4.5/5 (13547 reviews) 3. [Trello](https://www.softwareadvice.ie/software/430585/trello) — 4.5/5 (23488 reviews) 4. [monday.com](https://www.softwareadvice.ie/software/131008/monday-com) — 4.6/5 (5726 reviews) 5. [ClickUp](https://www.softwareadvice.ie/software/123064/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.softwareadvice.ie/software/142336/moxo?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/142336/moxo) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data