Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
TitanPartnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.
-
PipedrivePipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
-
BirdeyePlease also update our description as follows: Birdeye is the top-rated reputation, social media, and customer experience platform for local brands and multi-location businesses. Over 150,000 businesses leverage Birdeye’s AI-powered platform to get found online, improve online reputation, streamline social publishing, connect through digital channels, and deliver a wowing customer experience.
-
PipefyPipefy is a low-code Business Orchestration and Automation Technologies (BOAT) platform designed to act as a modern middleware layer for the enterprise stack. Rather than replacing existing Systems of Record (SORs) like SAP, Oracle, or Salesforce, Pipefy wraps them in an agile orchestration layer. This architecture allows technical teams to modernize legacy operations and extend the life of core systems without the risks associated with "rip and replace" projects. Pipefy provides the infrastructure to sanitize data inputs, manage complex business logic, and orchestrate API calls between fragmented endpoints. Technical & Architectural Highlights: • Adaptive Governance Framework: Pipefy solves the "Shadow IT" problem by establishing IT-sanctioned "Safe Zones." Business users can build workflows within these guardrails, while IT retains control over critical data, integrations, and permissions via a centralized console. • Agentic AI Engine (BYOLLM): The platform features a governable AI Agent Studio. Unlike "black box" solutions, Pipefy supports a Bring Your Own LLM approach, allowing enterprises to integrate preferred models (Azure OpenAI, AWS Bedrock) securely to automate document analysis (OCR) and decision-making. • Robust Connectivity: Built with an API-first philosophy, Pipefy offers a GraphQL API, Webhooks, and enterprise-grade iPaaS capabilities to ensure seamless data interoperability across the stack. • Security & Compliance: Engineered for regulated industries, the platform is ISO 27001, ISO 27701, and SOC2 Type II certified, supporting compliance with GDPR and SOX standards. Pipefy empowers IT leaders to eliminate technical debt and clear development backlogs by safely delegating low-complexity builds to business units.
-
JotformTrusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.
-
Adobe Experience ManagerAdobe Experience Manager is an enterprise content management platform designed to power seamless digital experiences across web, mobile, apps, and other channels. Experience Manager Sites enables teams to create, manage, and optimize content efficiently while ensuring high performance and rapid delivery. Experience Manager Assets provides a robust digital asset management system with automation tools to source, adapt, and distribute content at scale. AI-driven Experience Platform Agents enhance productivity by automating tasks such as high-volume page updates, content migration, governance enforcement, and content optimization. Forms capabilities allow organizations to create responsive digital forms with secure e-signature workflows for streamlined customer interactions. Adobe Learning Manager integrates training and development directly into brand ecosystems, while Experience Manager Guides supports scalable documentation through a cloud-native CCMS. Built-in governance tools ensure compliance, brand consistency, and permission control across digital properties. By combining automation, AI, and centralized management, Adobe Experience Manager accelerates time-to-market and enhances customer engagement.
-
Interfacing Integrated Management System (IMS)Interfacing’s Integrated Management System (IMS ) is an AI-supported platform that brings BPM, QMS, Document Control, and GRC together in one environment. Teams use IMS to design and manage processes, govern documentation, oversee risks, and demonstrate compliance with complete visibility and reliable audit evidence. Built for sectors that depend on strict oversight, such as aerospace, life sciences, public sector, and financial services, IMS offers real-time monitoring, automated workflows, and AI-driven analytics that strengthen quality and lower operational exposure. The system is ISO 27001 certified and validated for 21 CFR Part 11, ensuring secure and compliant use in regulated operations. IMS also provides low-code automation, process mining, audit tools, training management, CAPA workflows, and dashboards that help organizations improve performance and maintain regulatory control. AI enhances governance, improves precision, and supports continuous compliance.
-
Predict360Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.
-
Process StreetProcess Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.
-
iBabsEffortlessly streamline your meetings with iBabs. This powerful app eliminates paperwork, simplifies decision-making, and enhances efficiency. With iBabs, you gain complete control and a comprehensive overview of all meeting details, making it easier to organize and attend meetings. Trusted by 3,000 organizations and over 300,000 users, iBabs ensures secure and automatic management on any device. Years of experience refining board meeting processes means you can make confident, informed decisions every time.
Description
Description
API Access
API Access
Integrations
Integrations
Pricing Details
Pricing Details
Deployment
Deployment
Customer Support
Customer Support
Types of Training
Types of Training
Vendor Details
Company Name
Moxo
Founded
2012
Country
United States
Website
www.moxo.com
Vendor Details
Company Name
Netcall
Founded
1996
Country
United Kingdom
Website
www.netcall.com/platform/
Product Features
Banking
Moxo transforms banking operations with its cutting-edge Service Orchestration Platform, aimed at simplifying intricate financial processes. The platform features Moxo Flow, which allows banks to create seamless customer experiences ranging from account creation to service requests, all within a secure digital environment. With customizable workflow templates and features such as digital signatures and document collection, Moxo promotes efficient and compliant procedures that meet the unique demands of the banking sector. Its powerful integration capabilities ensure that core banking systems and CRMs are in sync, preserving data integrity and providing a comprehensive view of customer interactions. This all-encompassing strategy boosts operational effectiveness, adheres to regulatory standards, and enhances the delivery of personalized, high-quality banking experiences in a rapidly digitizing world.
Customer Communications Management
Moxo is transforming the landscape of Customer Communications Management (CCM) with its cutting-edge Service Orchestration Platform. This platform simplifies intricate, multi-party communications by unifying them within a secure digital workspace, thereby optimizing customer interactions at every touchpoint. One of its standout features, Moxo Flow, allows businesses to develop tailored communication workflows that include essential actions such as digital signatures and file requests. This methodology guarantees a consistent and personalized approach to communication while enhancing operational efficiency. The platform also offers real-time collaboration tools that ensure prompt responses to customer inquiries, thereby improving engagement. With its strong integration capabilities, Moxo aligns communication data with existing systems, providing a holistic overview of customer interactions and empowering data-driven strategies throughout the customer journey.
Customer Engagement
Moxo transforms the way businesses connect with their customers through an all-encompassing Service Orchestration Platform. This innovative solution empowers organizations to create smooth and tailored interactions at every stage of the customer experience. With Moxo Flow, companies are able to optimize their processes from initial onboarding to ongoing service management, merging intricate workflows into a unified and secure digital environment. The platform features built-in functionalities such as digital signatures and real-time collaboration, facilitating personalized high-touch experiences while also enhancing operational productivity. Additionally, Moxo's compatibility with CRMs and other external tools ensures that customer interactions are consistently aligned across various platforms, nurturing stronger and more significant relationships with clients.
Customer Experience
Moxo revolutionizes the customer experience with its all-in-one Service Orchestration Platform designed to streamline intricate interactions. From the first onboarding process to continuous support, Moxo Flow empowers businesses to craft smooth, personalized journeys for each client. Its collaborative workspace merges multi-party workflows, guaranteeing a uniform and efficient experience at every stage. With adaptable workflow templates and built-in features such as digital signatures and file requests, organizations can offer tailored, high-quality service experiences that meet the unique requirements of every customer. Moreover, Moxo's robust integration capabilities ensure that customer information is consistently updated across all platforms, providing a comprehensive view of each client and enabling outstanding, data-informed experiences.
Customer Onboarding
Moxo revolutionizes the onboarding experience for customers through its all-encompassing Service Orchestration Platform. By integrating intricate onboarding processes into a unified, secure digital environment, Moxo simplifies the progression from the first point of contact to complete integration. Its Moxo Flow feature allows businesses to design tailored onboarding templates that include essential actions such as digital signatures and document collection. This method guarantees a uniform and efficient onboarding journey while allowing for the customization needed to cater to individual customer requirements. The platform also offers real-time collaboration tools that enhance communication throughout the onboarding experience. With powerful integration features, Moxo aligns onboarding data with existing systems, offering a holistic perspective on the onboarding process and enabling businesses to optimize the initial customer experience based on data insights.
Digital Experience Platforms (DXP)
Moxo redefines the notion of a Digital Experience Platform through its cutting-edge Service Orchestration solution. By integrating intricate, multi-party processes into one secure digital environment, Moxo empowers organizations to craft cohesive and tailored digital experiences throughout the customer journey. The Moxo Flow functionality facilitates the development of personalized workflow templates, featuring built-in tools such as digital signatures and real-time collaboration. This methodology guarantees uniform, engaging digital experiences while upholding operational effectiveness. With robust integration features, Moxo aligns data from current systems, offering a comprehensive perspective on customer interactions and fostering data-informed experience design across various digital channels.
Digital Signature
Moxo offers powerful digital signature features within its all-encompassing Service Orchestration Platform, which optimizes document processes and boosts security measures. Integrated within Moxo Flow, these digital signatures are effortlessly woven into tailored workflow templates, allowing organizations to gather legally enforceable signatures efficiently as part of larger operations such as onboarding and account management. This built-in functionality removes the necessity for external signature applications, centralizing tasks into one secure digital environment. Furthermore, Moxo's integration options guarantee that signed documents are automatically aligned with current record-keeping systems, ensuring data integrity and supporting compliance throughout the organization.
Financial Services
Moxo revolutionizes the operations within the financial services sector through its all-encompassing Service Orchestration Platform. This innovative solution is crafted to simplify intricate financial workflows, allowing firms to create smooth client experiences from the initial onboarding stage to ongoing service interactions. By bringing together multi-party workflows into a secure digital workspace, Moxo Flow boosts efficiency and enhances collaborative efforts. With its customizable templates and built-in features such as digital signatures, the platform promotes compliant and personalized processes tailored to various financial service needs. Furthermore, Moxo's strong integration capabilities ensure that it works seamlessly with current systems, preserving data integrity and providing a comprehensive view of client relationships. This strategy not only optimizes operations but also fosters the delivery of customized, high-quality financial services in a rapidly evolving digital landscape.
PEP & Sanctions Screening
Moxo improves the processes of PEP and Sanctions Screening through its all-encompassing Service Orchestration Platform. By seamlessly incorporating screening into larger onboarding and compliance workflows, Moxo optimizes operational efficiency and enhances risk management efforts. The platform's Moxo Flow functionality allows businesses to design tailored screening templates that blend automated checks with manual evaluation steps. This strategy guarantees consistent and efficient screening while offering the adaptability needed to tackle intricate cases. Additionally, Moxo's real-time collaboration tools promote effective communication concerning screening outcomes and decision-making processes. With powerful integration capabilities, Moxo harmonizes screening data with pre-existing systems, delivering a holistic perspective of risk evaluations and supporting continuous monitoring and compliance initiatives.
Portal
Moxo's Service Orchestration Platform transforms the idea of a traditional portal by introducing a versatile and interactive workspace designed for managing relationships with clients, vendors, and partners. This secure online space surpasses conventional portals by offering extensive workflow orchestration features. Moxo Flow empowers organizations to optimize processes like onboarding, document gathering, and account management all within a single user-friendly interface. The platform provides customizable workflow templates along with built-in functionalities such as digital signatures and real-time collaboration, facilitating tailored service experiences. With strong integration capabilities, Moxo guarantees that the platform stays aligned with current systems, establishing a unified hub for all stakeholder interactions and the exchange of information.
Professional Services Automation
Moxo is transforming the landscape of professional services automation with its innovative Service Orchestration Platform. By bringing together intricate client processes into a unified and secure digital environment, Moxo boosts both efficiency and teamwork throughout the service delivery journey. The platform features Moxo Flow, which allows companies to design tailored workflow templates for client onboarding, project oversight, and continuous service delivery, including built-in functionalities like digital signatures and real-time collaboration. This strategy not only simplifies operations but also retains the ability to provide personalized, high-touch experiences for clients. With robust integration options, Moxo guarantees smooth data transfer among existing systems, enabling thorough project monitoring, resource management, and client relations across the organization.
Vendor Management
Moxo revolutionizes vendor management with its cutting-edge Service Orchestration Platform. By integrating intricate workflows involving multiple parties into one secure digital environment, Moxo simplifies the processes of vendor onboarding, document gathering, and continuous engagement. The platform’s Moxo Flow functionality allows businesses to design personalized workflow templates that cater to distinct vendor operations, featuring built-in actions such as electronic signatures and file requests. This method promotes efficient and uniform vendor management while also offering the adaptability needed to meet specific needs. Additionally, Moxo's strong integration features ensure vendor data is aligned across current systems, delivering a holistic perspective on vendor relationships and enabling informed, data-driven decisions throughout the vendor lifecycle.
Workflow Management
Moxo transforms workflow management through its cutting-edge Service Orchestration Platform. The Moxo Flow functionality empowers organizations to effortlessly manage intricate, multi-party workflows, covering everything from client onboarding to ongoing service delivery. By integrating these activities into a single, secure digital environment, Moxo optimizes operations and boosts productivity. The platform features customizable workflow templates and built-in actions such as digital signatures and file requests, enabling personalized and high-quality service interactions. With robust integration options that connect to CRMs and other external applications, Moxo guarantees that workflows stay in sync with existing record systems, promoting seamless data transfer and process automation throughout the organization.
