Moxo

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Moxo is a client management platform that streamlines communication and project workflows between businesses and their clients through a unified hub.

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Moxo is a comprehensive client management platform designed to streamline business interactions by consolidating various communication channels into a unified Client Hub. This platform enhances client engagement by efficiently managing tasks such as account onboarding, account servicing, and exception handling. Moxo offers a range of features, including client management tools, live chat capabilities, file-sharing options, invoicing, subscription management, forms and surveys, and helpdesk functionalities. These features enable businesses to maintain seamless communication with clients while organizing internal operations effectively.

Moxo's all-in-one approach simplifies client interaction workflows, ensuring that businesses can manage multiple client relationships from a single interface. This centralized system helps in maintaining consistent communication and improving overall client satisfaction. Additionally, Moxo supports the creation of a help center for clients, providing them with easy access to relevant information and support resources. By integrating these functionalities, Moxo facilitates a more organized and efficient client management process, making it easier for businesses to deliver a cohesive and professional client experience across various touchpoints.

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Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Categories: BusinessVideo Conferencing SoftwareBusiness Instant Messaging SoftwareClient Portal SoftwareCloud Content Collaboration SoftwareDocument Creation SoftwareCustomer Communications Management SoftwareClient Onboarding Software

Website: moxo.com

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