--- title: "Moxo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Moxo Software - reviews, pricing plans, popular comparisons to other Digital Signature products and more." source_url: "https://www.capterra.com/p/133812/Moxo/" page_type: "product" language: "en" --- # Moxo Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Moxo ## What is Moxo? Moxo is an AI workflow automation platform for business operations. People and AI agents work the same flow: agents handle the running work, people make the calls that need judgment, and the process runs end to end, across your departments and beyond your walls. Agents prepare documents, chase what's overdue, route work, and monitor progress. Build them in Agent Foundry or bring your own, grounded in your playbooks, no code needed. Moxo is human-in-the-loop automation with supervision built in. Decisions that need accountability route to a person, with a full audit trail of every run. Outside participants take action through magic links, with no account needed. Connects to a large integration library and MCP, including HubSpot, Salesforce, DocuSign, Slack, and many more. SOC 2 Type II and more. ## What is Moxo used for? [Project Management](https://www.capterra.com/project-management-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/)[Customer Communications Management](https://www.capterra.com/customer-communications-management-software/) Top alternative Featured Overall rating Based on 24 user reviews Reviews sentiment Positive 79% Neutral 17% Negative 4% ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Moxo?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.moxtra.com&name=Moxo) ## Moxo Overview Updated August 2026 AI summary Moxo provides businesses of all sizes with a digital signature and workflow platform that centralizes client onboarding, document management, and approvals. Supporting features such as electronic and multi-party signatures, data security, team collaboration, and real-time messaging, Moxo enables organizations to coordinate client-facing processes and communications across web and mobile devices, with integrations for file storage and CRM systems. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Moxo 4.0 (24) VS. [4.6 (6,095)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (24) Ease Of Use 4.5 (14,500) Value For Money 4.1 (20) Value For Money 4.3 (9,892) Customer Service 4.0 (20) Customer Service 4.4 (9,648) ## Moxo alternatives [4.4 (3,037)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (3,538)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.6 (2,242)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Jira](https://www.capterra.com/p/19319/JIRA/) [4.4 (15,457)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/19319/JIRA/) [View all alternatives](https://www.capterra.com/p/133812/Moxo/alternatives/) ## FAQs about Moxo Overview ### Which roles and teams benefit most from Moxo? Moxo benefits operations managers, directors, and executive leaders who need structured client onboarding, approvals, and cross-functional coordination. Administrative staff and office teams use it to centralize communication and documents, while account, sales, marketing, and relationship-focused roles rely on it to manage client workflows, status updates, and service delivery. Answer based on 23 reviews Overview ### What company size and industries is Moxo built for? Moxo is built mainly for small businesses, which make up 84% of reviewers, with strongest traction in Entertainment, Marketing and Advertising, and Legal Services at 10% each. As a client portal for workflows, file sharing, communications, and approvals, it fits client onboarding, document collection, projects, and approval management. Answer based on 24 reviews Features and Usability ### What are the key features of Moxo? Moxo offers client portals, customer portals, chat/messaging, audio/video conferencing, file sharing, digital signature, and workflow automation. It also includes access controls/permissions, audit trail, document management, forms automation, and reporting/analytics for communication, document exchange, and process management across client-facing workflows. Integrations ### Which third-party tools and platforms does Moxo integrate with? Moxo connects natively to over 20 integrations across communication, file storage, CRM, and finance. Key integrations include Dropbox, Google Drive, Gmail, Microsoft Outlook, Microsoft Teams, Slack, HubSpot CRM, Jira, Xero, Stripe, OneDrive, Zapier, and Salesforce-adjacent tools like Redtail CRM and Microsoft Dynamics 365 Business Central tegossuite. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Moxo offer? Moxo provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided setup, webinars offer grouped instruction, and documentation gives written reference material for self-paced review of features and steps. Answer based on 2 reviews Getting Started and Support ### What customer support options does Moxo offer? Moxo provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. User feedback is mixed: some customers describe support as excellent and available for feature guidance, while others report slow responses, vague follow-ups, and unresolved billing or payment issues. Answer based on 3 reviews ## Features AI summary Based on 14,337 Digital Signature reviews Capterra data shows that buyers of digital signature software rank the following features as their top priorities: - **Electronic Signature** (**68%** of reviewers rated this feature as critical) - **Data Security** (**59%**) - **Multi-Party Signing** (**54%**) Moxo includes all three features that reviewers consider most important: **Electronic Signature**, **Data Security**, and **Multi-Party Signing**. Together, these capabilities help businesses complete approvals faster, protect sensitive documents, and manage signatures from multiple stakeholders in one process, allowing teams to keep agreements moving with less manual follow-up. Electronic Signature 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Digitally sign online documents Data Security 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Mobile Signature Capture 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Capture signatures via mobile devices Activity Dashboard 3.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Document Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Access Controls/Permissions 3.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Moxo 133 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Active Directory Integration: Integrates with Active Directory - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Analytics: Tools for the systematic analysis of various types of data or statistics - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Attendance Tracking: Track the attendance of specific individuals or groups - Audio/Video Conferencing: Audio/Video Conferencing - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Batch Communications: Send messages, notifications, or documents to an entire customer base at the same time - Bill Payment: Complete outstanding payments - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Case Notes: Access and track notes regarding case activities and updates within case files - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Classroom Management: Plan and schedule lessons and maintain students' behavior in the classroom - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Contact Management: Manage, organize, and store contact information - Content Creation: The ability to create unique content - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Curriculum Management: Map out the subjects that comprise courses of study - Customer Portal: A website or login for customers to access information - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Security: Protect sensitive data for digital privacy - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Capture: Scan, move or upload electronic files within the software's repository - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - Event Calendar: A list of events with their respective dates - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Full Text Search: Search for specific words or phrases within a document or database - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Interactive Content: Allow the audience to interact or engage with the content - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lease Management: Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Live Chat: Ability to chat online in real time - Maintenance Management: Manage, maintain and track the performance of assets and equipment - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile Signature Capture: Capture signatures via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Party Signing: Share documents with different users to collect multiple signatures - Negative Feedback Management: Identify, track, and respond to negative feedback - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Offboarding: Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved - On-Demand Communications: Generate personalized communications upon request to meet customer needs - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Owner Portal: Portal for property owners to manage property listings, upload documents, track payments and generate reports - P2P Payments: Peer-to-peer (P2P) payments is an electronic transfer of money between bank accounts - Parent Portal: Portal for parents to see and update childrens' info, track progress & more - Payment Processing: Accept, record, and reconcile financial transactions - Personalization: Adjust communications based on previous interactions or personal preferences - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Predictive Analytics: Predict future data based on historical data sets - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Rent Tracking: Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Residential Properties: For residential properties - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Single Sign On: Allow users to access multiple services after entering their login credentials once - SMS Messaging: Send messages via SMS - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Student Information/Records: Create lists of student grades, transcripts, class lists, course schedules, etc. to be shared with instructors and administration - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Tenant Portal: Dedicated portal for tenants to submit their queries or maintenance requests, pay rent & interact with staff - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - Trust Accounting: Manage bookkeeping for client trust accounts - Unified Directory: Store, modify, and track user accounts and access in a centralized directory - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Vendor Master Data Management: Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing - Video Support: Supports various video file formats - Website Management: Built-in website builder or integration with third-party site - Workflow Configuration: Alter the default workflow to meet your organization's needs --- Get Advice We can help you find the software with the features you need. Features 4.1 (23) 4.1 Based on 23 reviews ## Pricing Value for money 4.1 (20) ### Starting price Free trial available Value for money 4.1 (20) 4.1 Based on 20 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (20) 4.0 Based on 20 reviews ## User reviews Overall rating 4.0 Based on 24 reviews Filter by rating 5(8) 4(11) 3(4) 2(0) 1(1) Mentioned topic Sorted by most recent AN Anonymous User Founder Apparel & Fashion ### "Good platform for client work." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 December 23, 2025 Once it’s set up properly, it can significantly improve how teams communicate and collaborate with clients. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EL Evelyn L. Healthcare Assistant Hospital & Health Care ### "My review about Moxo" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 11, 2025 Well moxo made my client communication way easier. I liked having everything in one place chat, files, video, and signatures. It felt professional and saved time. Pros Moxo is my everyday App because it’s very easy to send message, documents signing, even video calls. Super clean and easy to use. Cons I don’t like the aspect that the chat history disappears after a while unless you upgrade it. That can be frustrating sometimes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AL Abby L. Senior Account Manager Marketing and Advertising ### "Using Moxo for Client Communications" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 5, 2025 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Director Legal Services ### "Two years of using Moxo" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 10, 2024 Good overall experience. Cannot fault the Moxo team, very responsive to our requirements. The app is a good add on. For the right use case, Moxo is excellent. Pros Great customer service Regular product updates Customisability in terms of workflows Cons Creating flows can be over complicated at times. A large library of typical work flows (that can be customised) would be quite useful. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CM Cameron M. Director Marketing and Advertising ### "Scam, avoid at all costs" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 23, 2024 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. Pros Nothing worth noting down about how anything good, just negative. Cons Customer service and scamming behaviour. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 6, 2024 We’re sorry to hear about your experience and want to make sure all our customers receive the best support possible. Unfortunately, we couldn't find a record of your account in our system. If you are a customer, please reach out to us directly at customersuccess@moxo.com, and we’d be happy to look into this further. Thanks. GK Gabi K. Wellness Package Coordinator Health, Wellness and Fitness ### "Efficient, intuitive, and robust!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 5, 2024 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. 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. Switched from [WellnessLiving](https://www.capterra.com/p/145039/WellnessLiving/) We wanted the client portal option and Wellness Living did not offer that feature. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AD Amanda D. Director of Marketing Technology Information Technology and Services ### "Exciting product; still needs a bit of development to be 100" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 17, 2024 I think that Moxo is a wonderful product for processes that will be exactly the same every time. It gets confusing for users when the process may deviate from a clear A-B-C-D path; branching in the flows would be a huge advancement for this particular challenge. Pros The support thread; anytime I had a question or experienced any confusion about setting up Moxo for the team, one of our reps was very prompt with responses in the support thread. They would guide me to an answer or offer a call to talk through more complex features. Cons We ran into limitations that we could not get around; the e-sign feature is a bit clunky when not using the auto-fill feature. It would be nice to have more control on the behavior of the UI in the app (change the verbiage on a button, or make it only visible when criteria is met, etc). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DJ Danielle J. Relationship Manager Printing ### "MOXO is an all-in-one solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 16, 2024 MOXO encompasses everything we need as a company. It has allowed us to streamline the process for our clients. Pros MOXO is able to keep all the informationw we need. It allows our clients to go through the process simply. It is very user friendly. It has the organization that we need. Cons Nothing! There really isn't anything I don't like. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AP Alexander P. Commercial Director Financial Services ### "Review of client portal" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 16, 2024 It's been great so far and it's allowed us to focus on delivering to our customers. Pros Customer service and support is excellent - always on hand to show off features and talk through upgrades. Cons Some inflexibility around repeat /cyclical workflows and workflow management. Reasons for choosing Moxo User experience was much better than a self-built alternative, and we get regular upgrades and improvements without spending additional development hours/£££s Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Specialist Program Development ### "One stop digital experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 January 29, 2023 Pros I like using moxo flows which covers a vast area of structured and unstructured interaction needs such as messaging clients, setting up meetings, creating workflows with business objectives in mind such requesting files, forms, approvals etc. the integration of all these capabilities helps streamline my tasks and really speeds things up. I also really like that the application is completely cross-platform and can be accessed on web-based platform aswell as via mobile. Cons There’s not much I dislike about the application though the conversations aspect only being stored for 90 days I believe could do with an accessible archive feature should it be necessary to go back and view the chat logs past the 90 days it’s kept for. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/133812/Moxo/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.