Users  will receive an email with a magic link when it is their turn to act.

Portal  for External Users to access Moxo workspaces. Available on mobile & web.

Portal for Internal Users to access Moxo workspaces and manage their actions. Available on mobile & web.

Portal for Admin Users to create/edit users, manage permissions, set branding, and more.

Create workspaces for external projects.

Templatize your frequent processes.

Break up your process into milestones.

Action card for registering approvals.

Action card for registering acknowledgements

Action card for eSignatures. Create templates for frequently used documents.

Action card for gathering files.

Create tasks with assignees, due dates, and reminders.

Action card to view availability and schedule meetings more easily. Integrations with Outlook and Google available.

Shared repository of documents and templated actions.

Send messages to interact quickly, in-context.

Launch real-time meetings with video, voice, and screensharing.

Share files within workspaces easily.

Bring attention to sections within files.

Record your voice and video, along with annotations, on top of file.

Create forms to gather data with Moxo's form builder.

Ability to jointly collaborate on a webpage during a meeting. Commonly used for joint form filling.

Ability for external users to submit requests to your team. Requests can be categorized by type and get routed to a shared inbox.

Ability for your customers to get routed to your internal teams in real-time to have chat engagements.

Link to external webpages from Moxo.

Storage is shared across all users.

Search and filter across workspaces and within documents.

Automate actions in Moxo or other platforms based on actions within Moxo.

Include actions from third-parties in Moxo workflows, such as Docusign.

Sync workspace data to third-parties such as Salesforce or Hubspot.

Create your own custom business actions to include as part of Moxo workflows.

Configure your logo and branding

Launch your own private labeled mobile app on iOS and Android. iOS apps are launched as unlisted business apps.

Configure a custom url for your Moxo instance.

Dashboard for users to track their workflow and tasks.

Dashboard for managers to track productivity across users and teams.

Ability for permissioned users to search past workspace history and export data for audit purposes.

Transfer actions to a new user if a previous user leaves

Create mappings between account managers and external users that automatically create 1:1 workspaces.

Ability to group clients together as an account.

Enable 2FA for your users.

Integrate with existing identity providers.

Complete set of APIs to push/pull data and orchestrate actions.

Embed Moxo workspaces within existing web portals or apps. iOS, Android, Javascript, Cordova, and React Native.