Transform complex multi-party processes into seamless digital workflows that drive results. Weave business actions including forms and digital signatures to approvals and third-party integrations into a workflow, and create repeatable template playbooks. Your clients receive timely notifications and smart reminders, eliminating manual follow-ups while ensuring precise, on-schedule execution.
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Moxo is designed to streamline, automate, and transform the way businesses manage relationships with customers, vendors, and partners. Give your stakeholders crystal-clear visibility into pending actions, important documents, and direct access to your team.
Customize your client portal with your logo, colors, and business content and provide a sophisticated brand experience. Every touchpoint reinforces your brand while delivering the seamless experience your stakeholders expect.
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Moxo provides a comprehensive client communication suite that integrates secure messaging, video meetings, document collaboration, and file sharing with annotations. The platform enables real-time engagement through a secure environment, eliminating the need for separate communication tools while maintaining context within business workflows.
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Boost your team's productivity with personalized suggested responses, intelligent nudges, and more.
Create sophisticated, multi-party workflows with Moxo's Flow Designer. Seamlessly drag and drop business actions, turning complex processes into streamlined workflows.
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Moxo provides an intuitive way to submit service requests whenever someone needs support from your organization. Channel service requests exactly where they need to go with intelligent routing that follows your organization's business logic.
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Track and store every digital interaction, maintaining detailed records that meet the strictest regulatory requirements, including 7 year audit.
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Intelligent alerts nudge stakeholders to take timely actions, reducing delays. Receive contextual alerts tailored to your role, providing relevant insights without overwhelming your inbox.
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Empower both internal teams and external stakeholders with live progress tracking, eliminating the need for constant follow-ups.
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Automatically push data at a configurable cadence to systems of record like CRMs, case management solutions, and archiving platforms.
Add third-party actions as part of your Moxo workflows. Third party apps open within Moxo Flow Workspaces to create seamless experiences.
Automate actions in external applications based on triggers within Moxo. Send data from Moxo actions to third parties automatically.
Create completely custom integrations by leveraging webhooks, Moxo APIs or tools like Zapier to push and pull data to and from Moxo.
Get started within minutes by choosing from templates or building your own. Available across mobile & web.
Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.
