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Moxo
Orchestrate and automate customer workflows with intelligent AI.

What is Moxo?

Moxo empowers organizations to transform manual, time-consuming processes into streamlined, intelligent workflows with advanced automation and AI capabilities. The platform enables seamless collaboration among customers, vendors, and partners by providing role-based client portals and deeply integrated workflows, reducing errors and manual effort.

Moxo's solution suite includes automated task management, real-time alerts, decision support, and robust reporting, all within a secure, customizable environment. With adaptable AI assistance and comprehensive integrations to systems like CRMs and ERPs, businesses can reduce process friction, shorten completion times, and drive measurable operational impact while keeping human judgment at the forefront of key interactions.

Features

  • Workflow Automation: Automates business processes with customizable builders and templates.
  • AI Decision Support: Provides adaptable AI to assist with routine tasks and decision-making.
  • Role-Based Portals: Delivers branded client and vendor portals for streamlined collaboration.
  • Intelligent Alerts: Notifies stakeholders of required actions and progress in real time.
  • Integration Suite: Connects seamlessly with major CRMs, ERPs, and business tools.
  • Collaboration Tools: Enables secure messaging, video meetings, and file sharing.
  • Audit Trail: Ensures compliance and transparency across all workflow activities.
  • Advanced Reporting: Offers management dashboards for productivity and process tracking.
  • No-Code Platform: Allows workflow customization without development expertise.

Use Cases

  • Customer onboarding automation for financial services firms.
  • Streamlining professional service delivery across teams and departments.
  • Document collection and approval workflows in healthcare or legal industries.
  • Vendor and franchisee onboarding for enterprise organizations.
  • Automated account management and client engagement in marketing agencies.
  • Internal business process management in consulting and technology firms.
  • Training and content delivery coordination in educational institutions.

FAQs

  • How does Moxo's pricing work?
    Moxo offers Business, Business Pro, and Enterprise plans, each based on the selected plan and the number of active users. Additional options and add-ons are charged separately, with payments accepted via major credit cards and bank transfers for certain plans.
  • What is a private labeled app with Moxo?
    Moxo allows organizations to launch private labeled mobile apps with their own branding. These apps are available as unlisted apps on the Apple App Store and as regular apps on Google Play, and can be distributed to users via direct links.
  • What happens when I change my Moxo plan?
    If you upgrade your plan, the new features become available immediately, and charges are prorated based on the billing cycle. Downgrades take effect at the next billing cycle.
  • How do I cancel my subscription?
    Subscriptions can be cancelled by contacting a Moxo representative or sending an email to their customer success team.

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