Achieve milestones, track joint deliverables, and collaborate with Moxo Flow Workspaces

Set up your workspace

Map out your project using actions such as forms, file requests, tasks, approvals, acknowledgements, meeting scheduling and more including third-party objects. Create templates for your frequent projects.
This is a screenshot of Moxo's client portal solution for customer onboarding, showcasing a user-friendly and customizable interaction workspace. Simplify your onboarding process and improve client experience with Moxo.

Collaborate in-context

Interact throughout the project using secure messaging, meetings, and file sharing with annotations. Cut down on project email clutter.
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.

360° Visibility

Track your projects at-a-glance and drill down into specific KPIs, such as completion rate and average duration, by team or account manager.
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.

Our customers experience

decrease in project length
decrease in drop-offs
increase in account manager capacity

Why businesses love Moxo for external project management

With Moxo, businesses create best-in-class client experiences while improving their operational efficiency.

Workflow builder

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

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

Launch workspaces to interact and complete client projects.

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.

Business actions

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


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

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.

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


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.
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.

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

Delivery models


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.


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.


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

Learn more

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.

Trusted by security-focused industries

Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.

Moxo is named best digital banking solution provider in the Banking Tech Awards.
Moxo is named best mobile experience at the Bank Customer Experience Summit.
Moxo wins best client relationship management platform in the LegalTech Awards.
Moxo is named an innovator in the Aragon Research Globe for Digital Work Hubs.

Streamline your external projects today