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Average Ratings 210 Ratings

Average Ratings 357 Ratings

Total
ease
features
design
support

Description

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Description

Partnering 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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
Dropbox
Google Drive
Microsoft OneDrive
Salesforce
Slack
Stripe
Zapier
Adobe Acrobat Sign
Adobe After Effects
Arcus EDI for SAP
Docusign
Filevine
Gemini Testing
Gmail
Microsoft Outlook
Microsoft Word
Pelecard
Salesforce Experience Cloud
Salesforce Marketing Cloud

Integrations

Box
Dropbox
Google Drive
Microsoft OneDrive
Salesforce
Slack
Stripe
Zapier
Adobe Acrobat Sign
Adobe After Effects
Arcus EDI for SAP
Docusign
Filevine
Gemini Testing
Gmail
Microsoft Outlook
Microsoft Word
Pelecard
Salesforce Experience Cloud
Salesforce Marketing Cloud

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$12 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Moxo

Founded

2012

Country

United States

Website

www.moxo.com

Vendor Details

Company Name

Titan

Founded

2018

Country

Israel

Website

titandxp.com

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.

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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.

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

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.

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

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.

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

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.

Alerts / Notifications
Auto-Tagging
Blogs
Calendar
Content Modeling
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Headless CMS
Knowledge Base
Performance Monitoring
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Version Control
Wiki
Workflow Management

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.

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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.

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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.

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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.

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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.

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

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.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

App Makers

Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Feedback

Alerts / Notifications
Behavior Analytics
Bug Reports
Community Feedback Tools
Live Chat
Negative Feedback Management
Net Promoter Score (NPS)
Screenshot / Screen Capture
Surveys
User Testing Tools
Video Feedback
Visual Feedback Tools
Voice of the Customer (VoC)
Website Feedback

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Digital Experience Platforms (DXP)

Alerts / Notifications
Auto-Tagging
Blogs
Calendar
Content Modeling
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Headless CMS
Knowledge Base
Performance Monitoring
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Version Control
Wiki
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Government

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

Higher Education

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

HIPAA Compliance

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Registration

Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Website Builder

Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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