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Description

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

Description

Provide the client with a comprehensive outline of the entire procedure, detailing the scheduled meetings and associated tasks throughout the journey. It is essential to demonstrate professionalism and build trust by being open and well-prepared from the outset. To facilitate advancement in the sales process, delegate responsibilities to both internal team members and the client, ensuring accountability on all fronts. Regularly track progress to maintain customer engagement and enthusiasm. Conduct online meetings with unprecedented efficiency, utilizing structured agendas that keep discussions focused, alongside context-sensitive features that adapt the meeting experience according to the specific goals of each agenda item. Additionally, ensure a centralized location for all essential documents—such as proposals, specifications, RFPs, and contracts for signatures—allowing for easy sharing and access, while keeping everything current and organized. This approach not only enhances collaboration but also fosters a seamless and productive relationship with the client.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bitbucket
Desktop.com
Google Drive
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft Teams
Okta
PagerDuty
PayPal
Salesforce
Slack
Stackreaction
Stripe
Trello
Wufoo
Zapier
Zendesk

Integrations

Bitbucket
Desktop.com
Google Drive
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft Teams
Okta
PagerDuty
PayPal
Salesforce
Slack
Stackreaction
Stripe
Trello
Wufoo
Zapier
Zendesk

Pricing Details

$120 per month
Free Trial
Free Version

Pricing Details

$ 45 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

Moxtra

Founded

2012

Country

United States

Website

moxtra.com

Vendor Details

Company Name

SPCE

Founded

2020

Country

Sweden

Website

www.spce.com

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Customer Experience

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

Digital Signature

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

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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