Client portals for consulting excellence

Moxo's client portal is purpose-built for marketing agency-client relationships. It creates a branded client experience while seamlessly integrating with your existing systems.

The platform's workflow templating system transforms repetitive marketing processes into reusable templates, significantly reducing setup time for recurring deliverables. Automated approval routing eliminates follow-up emails and cuts approval lag time by approximately 60%. This combination of client-focused design and automation accelerates project timelines while removing the administrative burden typically associated with client management.

Moxo offers comprehensive white-labeling capabilities that allow you to fully customize the client portal experience. You can incorporate your logo, color palette, typography, and design elements throughout the interface. Beyond visual branding, you can configure workflows, approval processes, and reporting templates to reflect your organization's unique methodology and service offerings. This ensures a consistent brand experience while maintaining the process efficiency your team needs.

Moxo's client portal includes comprehensive analytics and reporting tools that provide transparent visibility into project progress, milestone achievements, and deliverable status. Consulting firms can configure customized dashboards that showcase key metrics relevant to specific engagements, automatically generate progress reports, and visualize the impact of consulting work over time. This transparency helps justify fees, facilitates more productive check-in meetings, and creates tangible evidence of your firm's contributions. Many consulting firms report that this visibility has helped extend client relationships and increase project renewals by clearly demonstrating ROI.