Integrated interaction

Best-in-class, powerful collaboration capabilities are tightly woven into Moxo's workspaces. Your business can manage projects with clients, vendors, and partners - enabled by a complete, integrated suite of collaborative workflow capabilities.

Just-in-time assistance

Moxtra Approval Card
Accelerate transaction workflows, review & approval cycles, and business throughput.

Persistent relationships

Moxtra persona cards
Keep a persistent record of project interactions for continuity through any transitions.

Streamlined projects

Moxtra OneStop Client Service Hub on mobile and web
Deliver a complete in-app OneStop experience, streamlining project milestones.

Powerful interaction workspaces,
built for the way you manage projects

Workflow Builder

Use Moxo's visual drag and drop builder to configure custom interaction workflows

Template Library

Save frequently used workflows for easy repeat usage or select from pre-configured options


Sequence interactions like approvals and acknowledgements as part of a workflow


Create custom digital forms, and streamline your data collection - no coding required

File requests

Seamlessly collect documents from external members and track submissions

Digital signatures

Sign, send, and deliver convenient, compliant digital signature experiences

Task management

Get a clear view into who’s doing what and what needs to get done


Easily connect the business systems and apps you're already using to your workflows

Digital signatures

Securely send, share, and sign documents digitally, eliminating lag time.


Send and receive text and voice messages regarding your projects

Video meetings

Host and attend video meetings, with visual annotations, and the ability to record any meeting for future reference.

Async video messaging

Record your screen and camera to create illustrative video messages.

Data rooms

Secure file storage and centralized data workspaces. Maintain records of all files shared, with categorization.


Seamlessly process transactions, with the highest security standards.

Screensharing & Cobrowsing

Communicate digitally with immersive screen sharing, co-browsing, and white boarding.

Document collaboration

Create powerful visual, vocal, and video annotations on files shared.

Standalone or Embedded

Power standalone external project workspaces or extend your existing app with turn-key capabilities.

Business content

Spotlight your programs and services, so external members can engage with what you'd like to promote.


Provide a sophisticated experience with role-based permissions, audit trails, encryption, and more.


Customize your projects with your logo, brand imagery, visual identity, colors and more.