Moxo

Overview

Moxo builds portals around structured workflows rather than around a document library. Its flow designer offers 36 step types covering human actions, controls and AI or system automations; human steps include approvals, e-signatures, reviews, form fills and bookings^[14]. External participants reach branded portals through magic links without creating accounts or installing software^[14]. Deployment options are Moxo’s cloud, the customer’s own cloud or on-premises, and the security list includes SAML SSO, role-based access control and KMS-encrypted storage^[14]. Moxo states that it is SOC 2 Type II and SOC 3 certified^[16].

The company’s about page names customers including Savills, Scotiabank, Emirates Bank, FIS, Procore, Zeta Global and ChenMed^[15]. Its AI features include an Agent Foundry for building and supervising AI agents and supervisor agents that escalate to humans^[14]. Integrations listed include Slack, Microsoft Teams, Salesforce, HubSpot, DocuSign, Stripe and QuickBooks, with a REST API, webhooks, an MCP server and mobile SDKs^[14]. Moxo does not publish prices; its pricing page offers a trial request and a demo booking^[14], which places it in the enterprise end of the market.

Moxo features

• Flow designer with 36 step types
• Magic-link access for external participants
• Approvals, e-signatures and form steps
• AI Agent Foundry and supervisor agents
• Cloud, private cloud or on-premises deployment
• REST API, webhooks, MCP server and mobile SDKs

Moxo pricing

Quote-based. Free trial available on request; demo booking via sales.

Moxo strengths and limitations

Appears in

• Best Customer Portal Software in 2026 #7

Moxo alternatives and competitors

Alternatives to Moxo: companies ranked in the same lists.

• SSSalesforce Sales Cloud
• Zendesk
• HubSpot data enrichment
• Freshdesk
• Jira Service Management
• AAssembly
• SuiteDash
• Clinked
• Liferay DXP
• Microsoft Power BI
• ZAZoho Analytics
• Softr