Moxo
Your OneStop Client Hub for high-value client management.
Overview
Moxo provides a white-label client interaction hub designed for managing high-touch client relationships. It's used by real estate firms to orchestrate complex transactions by providing a secure and structured environment for communication, document exchange, e-signatures, and task management. The platform aims to replace fragmented email threads and multiple tools with a single, branded client portal.
✨ Key Features
- White-Label Client Portals
- Secure Messaging & Chat
- Document Exchange & Annotation
- Video & Voice Meetings
- E-Signatures
- Visual Workflow Automation (Flows)
- Task Management
🎯 Key Differentiators
- Focus on orchestrating structured client workflows (OneStop Flows)
- Combination of asynchronous (messaging, tasks) and real-time (video, e-sign) collaboration
- Enterprise-grade security and compliance
Unique Value: Moxo streamlines complex client workflows into a single, secure, and branded digital space, accelerating business outcomes.
🎯 Use Cases (4)
✅ Best For
- Streamlining commercial property deals.
- Accelerating client onboarding and implementation.
- Centralizing communication and document management for high-value clients.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individuals or small teams looking for a simple, low-cost CRM.
🏆 Alternatives
Unlike simple portals that just display data, Moxo is built to drive action. It provides a more structured and comprehensive workflow and collaboration toolset than generic messaging or file-sharing apps.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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