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Moxo Reviews

User Rating

4.6/5 (Based on 123 Ratings)

Rating Distribution

  • Excellent

    77.2%
  • Very Good

    15.4%
  • Average

    2.4%
  • Poor

    1.6%
  • Terrible

    3.3%

User Sentiments

Ease of Use, Excellent Customer Support, Client Communication Streamlining, Secure Platform for Client Interactions

Limited Calendar Integration, Lack of Robust Project Management Features, Occasional Software Bugs, Limited Customization Options

Do You Use Moxo?

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Review Summary

Moxo is generally praised for its user-friendly interface, especially for client portals, and its excellent customer support. Users appreciate its ability to centralize communication, streamline client workflows, and manage projects effectively. Some mention the ease of onboarding and the polished, branded look it gives clients. However, there are recurring requests for more robust features, such as native recurring tasks, calendar integrations, and payment platform integrations. While pricing can become expensive, Moxo's commitment to continuous feature development and improvement is acknowledged.

Pros

  • Moxo simplifies client communication and project workflows, keeping everyone in the loop.
  • The platform offers a userfriendly interface for clients, making it easy to access information and complete tasks.
  • Moxo's customer support is exceptional, providing quick and helpful responses to queries.

Cons

  • The pricing can become expensive depending on the number of users and customization.
  • Some users have requested more features at the current price point, such as native recurring tasks.
  • The esignature function is not accepted by all suppliers, which was a major reason for signing up with Moxo.

AI-Generated from the text of User Reviews

Reviews
BB

Brock B

January 3, 2024 Source: G2.com
"Surprised this is not a more used software"
What do you like best about Moxo?

The team at Moxo is probably the most helpful and supportive team that I have met while enabling a software over my 15 year career in marketing. the team was ready to help with an question we had and ready to make adjustments to suggestions.

Our cleints love the software as much as we do. We now ahve an individual space for each client and can send our emails direclty to it for approvals. Along with blogs, page corrections and anything else we need approved or have a question on.

I would recommend this software to any digital agency

What do you dislike about Moxo?

Be able to send reminders before and past due dates, also selecting how they are notified - email, push or text messages would be great.

What problems is Moxo solving and how is that benefiting you?

We needed a software we could send test emails to without them getting lost in email boxes. This allows us to send them directly to the client and get them routed for approvals

Read more
AS

Asma S

November 30, 2023 Source: G2.com
"Enabling efficient task management"
What do you like best about Moxo?

Moxo has helped us immensely by creating a platform to onboard our clients seamlessly and track all our ongoing tasks with ease. The platform is easy to navigate and even when we faced any challenge, the moxo team have been incredibly supportive to help us overcome the same.

What do you dislike about Moxo?

Nothing. The team had been really helpful in listening to our needs and considering to incoporate the same in future developments.

What problems is Moxo solving and how is that benefiting you?

The team is considering the additional feature requests that we would like to see in the app.

Read more
AS

Amus S

October 31, 2023 Source: G2.com
"Friendly, very concierge feel with a focus on awesome customer experience."
What do you like best about Moxo?

Quick responses to questions. I like working with the same people who are helpful and see all issues through to resolution. New feature releases are always fun

What do you dislike about Moxo?

Take a bit more control over invoices and updating payments. Also the ability to modify some features and links without needing help from back office. Also integrations like zapier or moxo's own flows to other softwares like good sheets, zoho, or even moxos own crm.

What problems is Moxo solving and how is that benefiting you?

Communication becomes more difficult as you grow and moxo has bridged this gap. The entire team can communicate to clients, tag team members and share documents all in one chat. This way nothing gets lost and everyone is on the same page.

Read more
AU

Anonymous User

October 19, 2023 Source: G2.com
"Wonderful tool to handle client workflows and communication"
What do you like best about Moxo?

Without of doubt the ease of use. Client portals are extremely user friendly. Moxo portal interface for clients is by far the most user friendly than any other platforms I've ever used.

What do you dislike about Moxo?

So far I have no downside experiences for Moxo. Support is amazing!

What problems is Moxo solving and how is that benefiting you?

Client communication amongst team members. Allows for all team members to stay in the loop without having to dig through emails.

Read more
HV

Harumy V

October 18, 2023 Source: G2.com
"LeasingCore app"
What do you like best about Moxo?

It's really intuive and easy to use. The support is very efficient

What do you dislike about Moxo?

At the moment I'm very happy with my expirience with Moxo overall

What problems is Moxo solving and how is that benefiting you?

The zapier betwen Moxo and our Monday portal

Read more
FC

Freddie C

September 24, 2023 Source: G2.com
"Very intuitive and excellent customer service."
What do you like best about Moxo?

Moxo is very intuitive. It is very easy to use and they provide excellent customer srvice.

What do you dislike about Moxo?

I find it hard to navitage Moxo updates for our indidivdual clients through the timeline. The timeline gets clogged very quickly. However, I know the whole team does not share this opinion.

What problems is Moxo solving and how is that benefiting you?

Putting a manual process of form filling and coument collection via email into onto centralised place.

Read more
AU

Anonymous User

September 22, 2023 Source: G2.com
"My team and I are very happy that we made the switch to Moxo!"
What do you like best about Moxo?

Our team loves the polished and branded look Moxo gives to our customers! There's also many features within the platform!

Lastly, the support team at Moxo is equally amazing! They are always available whenever we need them. Thank you so much!

What do you dislike about Moxo?

As of right now, I can't think of anything I dislike about Moxo!

What problems is Moxo solving and how is that benefiting you?

We have been searching for a client facing portal for quite some time now and Moxo solved that problem for us!This is benefiting our team by driving clients to our website, which helps our visiblity on search engines. Also, we can provide a professional portal for our customers to stay on top of deadlines.

Read more
CP

Chris P

September 19, 2023 Source: G2.com
"When It Comes to Support, Moxo Sets the Bar Sky High"
What do you like best about Moxo?

I've been using Moxo to host my personal development program, and it's been great, but the most impressive part is the customer service

What do you dislike about Moxo?

The platform overall is excellent, but the onboarding was a bit overwhelming until i got the hang of it

What problems is Moxo solving and how is that benefiting you?

Wish they had a built-in calendar for video call scheduling.

Read more
KS

Krutarth S

September 14, 2023 Source: G2.com
"Ease of Use and Ad Hoc Features"
What do you like best about Moxo?

Its user-friendliness and ad hoc features

What do you dislike about Moxo?

There is nothing which I dislike about Moxo

What problems is Moxo solving and how is that benefiting you?

File transfer

Read more
HR

Heather R

September 8, 2023 Source: G2.com
"Great customer service and platform"
What do you like best about Moxo?

The tools to keep all client communications, files and tasks within the program. It's fantastic for onboarding and project management.

What do you dislike about Moxo?

I'd love to see drag and drop of files into folders.

What problems is Moxo solving and how is that benefiting you?

It makes everything more efficient for communicating and managing our clients.

Read more

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