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Moxo is a secure collaboration platform that streamlines business workflows, from client onboarding to ongoing servicing. It enables seamless task coordination, document sharing, and approvals within one workspace. With bank-grade security and CRM integrations, Moxo powers industries like finance, legal, and healthcare.
The Smyte Score is a weighted average from leading review sites across the web.
Comprehensive Feature Set:
Users appreciate Moxo’s ability to consolidate various processes—such as e-signatures, forms, chat, document sharing, and task assignments—into one secure platform, streamlining workflows and enhancing efficiency.
Ease of File Sharing:
The platform supports sharing of all file types, which users find beneficial for seamless collaboration and communication.
Responsive Customer Support:
Many users commend Moxo’s support team for their quick responses and willingness to consider user feedback for future improvements.
Limited Feature Set:
Some users feel that Moxo doesn’t offer as many features as they would like, suggesting room for expansion to meet diverse business needs.
Pricing Flexibility:
There are concerns regarding the flexibility of Moxo’s pricing plans, with users expressing a desire for options that better align with varying customer requirements.
Dashboard Organization:
A few users have noted that the dashboard can become cluttered with numerous clients, indicating a need for improved organizational features, such as the ability to create folders for different steps or client stages.
** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.