External project workspaces
to get business done with customers, vendors, and partners

Streamline your customer, vendor, and partner processes

Getting started with Moxo

1. Map out your flow

Use a drag-and-drop builder to create workflows and save them as templates. Workflows can include business actions such as forms, file requests, eSignatures, approvals, tasks, and more. Users will be notified (via email or app) when it is their turn to act.
The Moxo workflow builder empowers users to customize and automate business processes. Drag and drop elements with ease, and save as templates for future use.

2. Launch your flow

Easily launch your flow by entering in the emails of the people you would like to run the process with. Users are notified via email when it is their turn to act.
The Moxo workflow builder empowers users to customize and automate business processes. Drag and drop elements with ease, and save as templates for future use.

3. Provide guidance

Assist your customers as when they need it. Interact in-context via messaging or meetings, without breaking the flow.
The image on our website homepage showcases Moxo's interaction capabilities. Users can easily send messages, share documents, and launch video meetings within their workspaces. With Moxo, work processes become more streamlined, efficient, and enjoyable.

4. Monitor

View all your active and completed Flows by team or type. Drill down to understand KPIs such as completion rate and average duration. Filter by team member to track individual performance and identify best practices.
The image on our website homepage showcases Moxo's interaction capabilities. Users can easily send messages, share documents, and launch video meetings within their workspaces. With Moxo, work processes become more streamlined, efficient, and enjoyable.

Everything you need to power your business process

Workflow builder

Create templates to add automation your most frequent processes using a drag-and-drop workflow builder.

Moxo's suite of interaction capabilities are extensive and powerful, featuring chat, video meetings, digital signatures, and more. Streamline your business processes with ease.
Interaction suite

Collaborate in-context using messaging, video meetings, and file sharing with annotations.

Efficiently manage customer, vendor & partner projects with Moxo's customizable workspaces. Accelerate business processes & improve collaboration.
Workspaces

Launch workspaces to interact and complete client projects.

Client portal

Create a branded mobile and web destination for your business.

The image showcases Moxo's mobile client portal solution, customized with a private label for seamless branding. Streamline communications, document access, and project management on-the-go with Moxo.
Notifications

Users receive email or text notifications when it is their turn to act. Notifications include magic links which take users directly to actions.

Business actions

Drive outcomes with actions such as approvals, file requests, forms, eSignatures, tasks, and more.

Security

SOC 2 Type II compliance with encryption at both transit and rest. Trusted by several of the world's leading banks.

Moxo's admin console offers a centralized hub for businesses to manage client projects, streamline processes, and access real-time data. Stay organized and in control.
Admin

User management and access controls to set permissions and manage your organization.

Reporting

Measure KPIs and and receive actionable insights to drive efficiency.

Moxo's reports are a game-changer, allowing businesses to track KPIs and optimize processes. By providing insightful, data-driven analysis, Moxo helps drive efficiency and maximize performance.

See Moxo Flow in action

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Delivery models
Standard

Get started within minutes by choosing from templates or building your own. Available across mobile & web.

Learn moreThe image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.
Private-labeled

Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn moreThis image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.
Embedded

Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

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Connect your tools

Moxo provides out-of-the-box integrations and frameworks to connect your workflows with existing tools
See all integrations

Data sync Automatically push data at a regular cadence to CRMs and other systems.

Business actions Bring in external actions to Moxo workspaces.

Automations Automate actions in external applications or in Moxo based on triggers within Moxo.

Custom Create custom integrations by leveraging Moxo APIs or tools like Zapier to push and pull data to and from Moxo.

Moxo's integration image showcases their versatile lineup including top tools like Xero, Hubspot, and Stripe, allowing for seamless workflow solutions.

Streamline your business processes