Make your onboarding flow

No email chains. No endless follow-ups. Just smooth, intelligent onboarding, powered by Moxo.

For teams tired of chasing tasks and waiting on others 

Whether you're collecting files, managing approvals, or coordinating across departments, Moxo ensures nothing falls through the cracks.

Turn onboarding into a structured, trackable process

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Built onboarding flows

Create repeatable workflows that map every process step, like forms, tasks, approvals, meetings, and decisions. Moxo’s flow builder lets you visually design onboarding journeys tailored to your business, then launch them as reusable playbooks.

Let AI handle the
repetitive work

Moxo’s AI Agents work behind the scenes to keep onboarding moving. Each agent handles tasks like sending reminders, checking submissions, and triggering next steps to prompt customer action and reduce manual follow-ups.

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Connect the systems you already use

Connect your business systems, from ERPs, CRMs, document systems, transaction management, and more. Configure 3rd party actions to trigger workflows, route work, and enforce rules, all automatically.

Keep everyone in their swim lanes

Give every stakeholder a personalized view of what they need to do. Track progress at a glance and know exactly where things stand. Moxo provides a shared source of truth with visibility into what’s done, what’s next, and who’s responsible.

See how leading teams
run onboarding with Moxo

Savills uses Moxo to streamline commercial property deals

Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Webware integrated Moxo to amplify digital marketing success

ChenMed enhanced patient engagement for senior care with Moxo

Hawaii-based Kobayashi Group uses Moxo to supercharge their real estate sales

Scotiabank delivers personalized service throughout the wealth customer journey with Moxo

Zeta Global leverages Moxo to streamline onboarding and implementation

CD Baby uses Moxo to streamline music distribution for independent artists

Parents as Teachers simplifies content delivery for affiliates and parent educators

Procore streamlines customer onboarding workflows with Moxo

FIS integrated Moxo to redefine the digital banking experience

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Parents as Teachers

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Why choose Moxo?

The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Mid-Market.



95%

decrease in email clutter



81%

reduction in drop-offs



54%

reduction in process length



75%

increase in CSM capacity

Experience intelligent onboarding in action