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Moxo

Brand: Moxo

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A business process management software that orchestrates client-facing workflows through branded portals and no-code automation.

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Moxo Software Overview

What is Moxo?

Moxo is a specialized BPM software designed to streamline and automate complex client-facing interactions. It is powerful business software that bridges the gap between businesses and their external stakeholders, including clients, vendors, and partners.

Instead of managing fragmented processes through disjointed email threads and scattered document storage, Moxo provides a unified 'client interaction workspace.' It offers white-labeled portals across web and mobile where clients can communicate, share documents, track status, and complete tasks, turning chaotic workflows into structured, branded experiences that feel professional and seamless.

The platform is built around service orchestration, connecting automated steps with human decision-making. Its no-code workflow builder, Moxo Flow, allows non-technical users to create complex processes with conditional logic and parallel processing using a simple drag-and-drop interface. As a comprehensive BPM software solution, Moxo integrates secure in-context messaging, video meetings, and e-signatures directly within workflows, ensuring all conversations stay connected to specific tasks.

Why Choose Moxo?

  • White-Labeled Client Portal: Private-labeled experience across web and mobile, serving as a central hub for communication, documents, and tracking.
  • No-Code Workflow Builder (Moxo Flow): Drag-and-drop interface for building automated workflows with conditional logic and parallel processing without coding.
  • Document Collection and E-Signatures: Secure gathering of files and signatures with full audit trails for compliance and efficiency.
  • Interactive Interaction Suite: Integrated secure messaging, video meetings, and screen sharing directly within workflows.
  • Progress Tracking and Task Management: Live status updates for both internal stakeholders and external clients without manual follow-ups.

Benefits of Moxo

  • Achieves 40-60% Faster Approvals: Automates routine tasks and reduces manual handoffs for quicker turnaround times.
  • Improves Client Experience Dramatically: Clients enjoy seamless, branded experience rather than chasing updates via email.
  • Ensures Uncompromising Security: SOC 2 Type II certified and GDPR compliant with role-based permissions for data protection.
  • Provides Complete Audit Trails: Every step and decision tracked, logging who did what and when for compliance.
  • Scales Client Interactions Efficiently: Handle higher volumes without proportionally increasing operational costs.
  • Reduces Email and Communication Clutter: Centralizes all conversations and documents in context rather than scattered inboxes.
  • Increases Accountability Across Processes: Clear visibility into who is responsible for each step at all times.

Moxo Pricing

Moxo pricing is available on request at techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

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Moxo Company Details

Founded Year:  2012

Moxo is the Human + AI process orchestration platform.

Director/Founders Stanley Huang, Subrah Iyar
Company Size 101-500 Employees

Moxo Pricing & Plans

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Moxo Features

  • icon_check Secure Messaging Channels
    Enables encrypted real-time messaging between stakeholders within workflow contexts, ensuring communication integrity and process
  • icon_check Video Conferencing
    Provides built-in video meetings within workflows, enabling synchronous communication without external conferencing tools
  • icon_check Document Management
    Supports secure document upload, sharing, annotation, and version control within workflows, ensuring accurate document handling.
  • icon_check Electronic Signature
    Enables execution of legally binding electronic signatures within workflows, reducing manual document approval cycles
  • icon_check Workflow Automation
    Automates multi-step workflows, including routing, approvals, escalations, and task assignments across stakeholders reliably.
  • icon_check Client Portal
    Provides secure client-facing portals for task completion, document exchange, and workflow interaction across engagements
  • icon_check Custom Form Builder
    Allows creation and deployment of digital forms for structured data collection within workflows and client interaction processes
  • icon_check Template Management
    Supports creation and reuse of standardized workflow templates, ensuring consistent execution across business processes
  • icon_check Role-Based Access Control (RBAC)
    Restricts access to workflows, data, and actions based on assigned roles, ensuring secure and controlled system operations
  • icon_check Audit Trail
    Tracks and records all user actions, document interactions, and workflow events for compliance and operational accountability
  • icon_check System Integration Framework
    Provides integration with enterprise systems such as CRM, ERP, and storage platforms for seamless operational data
  • icon_check Workflow Orchestration
    Coordinates tasks, human actions, and system events across workflows, ensuring process execution and completion reliability
  • icon_check Alerts & Notifications
    Delivers automated notifications, reminders, and escalation alerts to participants based on workflow triggers and status changes
  • icon_check Progress Tracking
    Provides real-time tracking of workflow status, task completion, and participant actions through centralized dashboards
  • icon_check Data Collection
    Enables structured submission of client data, documents, and approvals within workflows for standardized data handling processes.
  • icon_check Embedded Workflow Execution
    Allows execution of workflows directly within external applications through embedded interfaces, improving user workflow
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Moxo Specification

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Web-Based Web-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises
Customer Support
Email Communities
Language
English
Integration
API Integration
Training Resources
Videos
AI Features
AI Integrated

Moxo Review

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How much does Moxo cost?

Moxo pricing is available on request at Techjockey.com.

How does Moxo work?

You build workflows using a no-code drag-and-drop builder, invite clients to branded portals where they complete tasks and communicate, while automated reminders and progress tracking keep everyone aligned.

Who uses Moxo?

It is used by operations teams in financial services, consulting, legal, healthcare, and real estate for client onboarding, vendor management, and account servicing.

What is service orchestration?

It connects automated steps with human decision-making, routing information to the right people at the right time while keeping clients engaged through their portal.

Does it include e-signatures?

Yes, the platform facilitates secure document collection and e-signatures with full audit trails for compliance.

Can it integrate with our CRM?

Yes, Moxo connects with popular CRMs, including Salesforce, HubSpot, and Zoho, plus storage tools like Google Drive and Box.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.