About
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows.
Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction.
The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.
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About
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.
Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.
Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.
Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies of all sizes that want a web-based form building solution to create surveys for data collection, or a comprehensive platform for building and deploying AI agents
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Audience
Businesses and companies seeking a solution to support comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$34 per month
Free Version
Free Trial
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PricingCustom Pricing
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationJotform
Founded: 2006
United States
www.jotform.com
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Company InformationMoxo
Founded: 2012
United States
www.moxo.com
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Alternatives |
Alternatives |
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CategoriesJotform AI Agent Builder is a powerful tool that allows businesses to create and customize AI-powered customer service agents without coding. With this tool, businesses can easily design AI agents that handle tasks like guiding users through forms, answering frequently asked questions, scheduling appointments, and sending automated emails. The AI agents can be deployed across various communication channels, including phone, chat, and messaging apps like WhatsApp and Messenger. Jotform AI Agent Builder provides complete customization options, enabling businesses to adjust the agent’s tone, behavior, and appearance to align with their brand. With multi-language support and 24/7 availability, these AI agents improve efficiency, reduce response times, and enhance customer satisfaction. Jotform AI Agents are advanced automated customer service tools designed to provide real-time assistance across multiple channels, including phone, chat, voice, and messaging apps like WhatsApp and Messenger. Trusted by over 25 million users worldwide, Jotform enables businesses to integrate AI-driven agents into their workflows without any coding. The AI agents can handle tasks like guiding users through form-filling, answering queries, and automating tasks such as scheduling and sending emails. With over 7,000 templates to customize the agent’s appearance and interaction style, businesses can personalize their AI agents to reflect their brand. Jotform's AI-powered Agents ensure efficiency by providing 24/7 support, reducing response times, and improving customer satisfaction with multi-language support and real-time monitoring. Jotform AI Agents are automated tools designed to provide real-time, intelligent customer support across multiple channels, including phone, chat, and messaging apps like WhatsApp and Messenger. These AI agents can handle tasks such as guiding users through forms, answering questions, and automating processes like scheduling appointments. Businesses can fully customize their AI agents’ appearance and behavior to match their brand identity. With multi-language support and 24/7 availability, Jotform AI Agents improve customer satisfaction, reduce response times, and streamline workflows. Additionally, they integrate seamlessly with forms to ensure accurate data collection and enhanced user experience. Jotform Apps is a no-code, drag-and-drop platform that allows businesses to create fully customizable apps without needing any programming knowledge. Users can combine forms, widgets, and integrations into one seamless app, ideal for collecting data, scheduling appointments, processing payments, and automating workflows. Businesses can personalize their apps with logos, colors, and branding elements, and easily share them through links, QR codes, or social media. The apps can be downloaded on smartphones, tablets, or desktops, providing a simple and efficient way to collect information from users anytime, anywhere. Jotform also offers over 600 templates to jump-start app creation for various business needs. Jotform Sign provides an easy-to-use electronic signature solution that allows businesses to create, share, and collect signatures on documents in minutes. With Jotform Sign, you can quickly turn PDFs into e-sign documents and securely collect signatures anytime, anywhere. The platform also offers automated workflows, where documents can be sent for signing and then stored in your cloud storage for easy access. Businesses can build customized documents, add signature fields, and send them to multiple signers with just a few clicks. Jotform’s secure platform ensures the signatures are legally binding and compliant with various regulations like eIDAS, e-SIGN Act, and UETA. Jotform Store Builder allows businesses to create an online store quickly and easily, with no coding required. The drag-and-drop builder lets users customize their store, upload products, set prices, and create a personalized shopping experience. Businesses can sell products, services, and subscriptions, accept donations, and process payments through 40+ payment gateways like PayPal and Stripe. The platform also offers features like order management, real-time push notifications for sales, and a seamless checkout experience without the need for customers to create accounts. With over 300 store templates and integration options, Jotform helps businesses launch their online stores effortlessly and securely. Jotform is an easy-to-use, no-code platform trusted by over 30 million users worldwide, offering a powerful form builder to help businesses collect data efficiently. With over 10,000 templates, you can create customized forms, surveys, and online stores for leads, payments, registrations, and more, without any coding. Jotform integrates seamlessly with over 150 business apps like CRMs, email services, and payment gateways to automate your workflows. Additionally, Jotform’s AI Agents can automate customer support by guiding users, answering questions, and ensuring smooth form submissions. Jotform also offers tools to turn collected data into actionable reports, PDFs, and automated approval workflows, improving productivity and reducing manual work. Jotform PDF Editor allows businesses to easily create professional PDF documents from collected form responses. With its drag-and-drop interface, users can design custom PDFs, turning data into polished invoices, contracts, event registrations, and more. Choose from 1,700+ templates, or create a new document from scratch, and seamlessly share PDFs via email, cloud storage, or social media. The platform supports fillable PDF forms, offering customization, e-signatures, and conditional logic, and ensures that your documents look professional and are easy to distribute. It also enables businesses to automatically create PDFs for each form submission, saving time and improving workflow efficiency. Jotform Tables is an all-in-one platform designed to help businesses collect, organize, and manage data efficiently. With this tool, users can seamlessly collect data via forms, import existing information, or manually enter new entries into custom tables. Jotform Tables allows for easy collaboration, with the ability to share workspaces and track progress in real time. Advanced features like column types, customizable views, and automated workflows help businesses manage their data more effectively. The platform also enables automatic PDF creation, easy export of data, and integration with over 200 apps to streamline data management and improve team efficiency. |
CategoriesMoxo revolutionizes banking operations with its innovative Service Orchestration Platform, designed to streamline complex financial workflows. The platform's Moxo Flow feature enables banks to orchestrate seamless customer journeys, from account opening to ongoing service requests, within a secure digital workspace. Customizable workflow templates and native actions like digital signatures and document collection facilitate efficient, compliant processes tailored to specific banking needs. Moxo's robust integration capabilities ensure synchronization with core banking systems and CRMs, maintaining data consistency and enabling a holistic view of customer relationships. This comprehensive approach enhances operational efficiency, regulatory compliance, and the delivery of personalized, high-touch banking experiences in an increasingly digital landscape. Moxo revolutionizes Customer Communications Management (CCM) with its innovative Service Orchestration Platform. By consolidating complex, multi-party communications into a single, secure digital workspace, Moxo streamlines customer interactions across all touchpoints. The platform's Moxo Flow feature enables businesses to create customized communication workflows, incorporating native actions like digital signatures and file requests. This approach ensures consistent, personalized communications while maintaining operational efficiency. Real-time collaboration tools facilitate timely responses to customer inquiries, enhancing engagement. With robust integration capabilities, Moxo synchronizes communication data across existing systems, providing a comprehensive view of customer interactions and enabling data-driven communication strategies throughout the customer lifecycle. Moxo revolutionizes customer engagement by providing a comprehensive Service Orchestration Platform. It enables businesses to deliver seamless, personalized interactions throughout the customer journey. With Moxo Flow, companies can streamline processes from onboarding to ongoing services, consolidating complex workflows into a single, secure digital workspace. The platform's native actions, including digital signatures and real-time collaboration, allow for customized high-touch experiences while maintaining operational efficiency. Moxo's integration capabilities with CRMs and external applications ensure that all customer interactions remain synchronized across systems, fostering deeper, more meaningful customer relationships. Moxo transforms customer experience by offering a unified Service Orchestration Platform that simplifies complex interactions. From initial onboarding to ongoing support, Moxo Flow enables businesses to create seamless, personalized journeys for each customer. The platform's collaborative workspace consolidates multi-party workflows, ensuring a consistent and efficient experience across all touchpoints. With customizable workflow templates and native actions like digital signatures and file requests, companies can deliver high-touch service experiences tailored to individual customer needs. Moxo's extensive integration capabilities ensure that customer data remains synchronized across all systems, enabling a holistic view of each customer and facilitating exceptional, data-driven experiences. Moxo transforms customer onboarding with its comprehensive Service Orchestration Platform. By consolidating complex onboarding workflows into a single, secure digital workspace, Moxo streamlines the entire process from initial contact to full integration. The platform's Moxo Flow feature enables businesses to create customized onboarding templates, incorporating native actions like digital signatures and document collection. This approach ensures a consistent, efficient onboarding experience while maintaining the flexibility to address unique customer needs. Real-time collaboration tools facilitate smooth communication throughout the onboarding journey. With robust integration capabilities, Moxo synchronizes onboarding data across existing systems, providing a comprehensive view of the onboarding process and enabling data-driven optimization of the customer's initial experience. Moxo elevates the concept of a Digital Experience Platform with its innovative Service Orchestration solution. By consolidating complex, multi-party workflows into a single, secure digital workspace, Moxo enables businesses to create seamless, personalized digital experiences throughout the customer journey. The platform's Moxo Flow feature allows for the creation of customized workflow templates, incorporating native actions like digital signatures and real-time collaboration. This approach ensures consistent, high-touch digital experiences while maintaining operational efficiency. With extensive integration capabilities, Moxo synchronizes data across existing systems, providing a holistic view of customer interactions and enabling data-driven experience design across all digital touchpoints. Moxo integrates robust digital signature capabilities into its comprehensive Service Orchestration Platform, streamlining document workflows and enhancing security. As part of Moxo Flow, digital signatures are seamlessly incorporated into customizable workflow templates, enabling businesses to collect legally binding signatures efficiently within the context of broader processes like onboarding or account servicing. This native functionality eliminates the need for separate signature tools, consolidating operations into a single, secure digital workspace. Moxo's integration capabilities ensure that signed documents are automatically synced with existing systems of record, maintaining data consistency and facilitating compliance across the organization. Moxo transforms financial services operations with its comprehensive Service Orchestration Platform. Designed to streamline complex financial workflows, Moxo Flow enables firms to orchestrate seamless client journeys from onboarding through ongoing services. The platform consolidates multi-party workflows into a secure digital workspace, enhancing efficiency and collaboration. Customizable templates and native actions like digital signatures facilitate compliant, tailored processes for various financial services. Moxo's robust integration capabilities ensure synchronization with existing systems, maintaining data consistency and enabling a holistic view of client relationships. This approach not only streamlines operations but also supports the delivery of personalized, high-touch financial services in an increasingly digital environment. Moxo enhances PEP & Sanctions Screening processes through its comprehensive Service Orchestration Platform. By integrating screening seamlessly into broader onboarding and compliance workflows, Moxo streamlines operations and strengthens risk management. The platform's Moxo Flow feature enables businesses to create customized screening templates, incorporating automated checks and manual review processes. This approach ensures consistent, efficient screening while maintaining the flexibility to address complex cases. Real-time collaboration tools facilitate smooth communication around screening results and decision-making. With robust integration capabilities, Moxo synchronizes screening data across existing systems, providing a comprehensive view of risk assessments and facilitating ongoing monitoring and compliance efforts. Moxo's Service Orchestration Platform reimagines the concept of a portal by providing a dynamic, collaborative workspace for managing client, vendor, and partner interactions. This secure digital environment goes beyond traditional portals, offering comprehensive workflow orchestration capabilities. Moxo Flow enables businesses to streamline processes such as onboarding, document collection, and account servicing within a single, intuitive interface. The platform's customizable workflow templates and native actions, including digital signatures and real-time collaboration, allow for personalized service experiences. With robust integration capabilities, Moxo ensures that the portal remains synchronized with existing systems, creating a centralized hub for all stakeholder interactions and information exchange. Moxo revolutionizes professional services automation with its comprehensive Service Orchestration Platform. By consolidating complex client workflows into a single, secure digital workspace, Moxo enhances efficiency and collaboration throughout the service delivery process. The platform's Moxo Flow feature enables firms to create customized workflow templates for client onboarding, project management, and ongoing service delivery, incorporating native actions like digital signatures and real-time collaboration. This approach streamlines operations while maintaining the flexibility to deliver high-touch, personalized client experiences. With extensive integration capabilities, Moxo ensures seamless data flow between existing systems, facilitating comprehensive project tracking, resource allocation, and client management across the organization. Moxo transforms vendor management through its innovative Service Orchestration Platform. By consolidating complex, multi-party workflows into a single, secure digital workspace, Moxo streamlines vendor onboarding, document collection, and ongoing interactions. The platform's Moxo Flow feature enables businesses to create customized workflow templates tailored to specific vendor processes, incorporating native actions like digital signatures and file requests. This approach ensures consistent, efficient vendor management while maintaining the flexibility to address unique requirements. With robust integration capabilities, Moxo synchronizes vendor data across existing systems, providing a comprehensive view of vendor relationships and facilitating data-driven decision-making throughout the vendor lifecycle. Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization. |
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Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Workflow Management Features
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
Customer Feedback Features
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 Features
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
Donation Management Features
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
Employee Engagement Features
Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys
Employee Recognition Features
eCards
Goals
Leaderboards / Activity Tracking
Manager-to-Peer Recognition
Mention Management
Nominations
Peer-to-Peer Recognition
Performance Management
Rewards Catalog
Rewards Points
Social Recognition
Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Government Features
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
HIPAA Compliance Features
Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management
Higher Education Features
Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal
Market Research Features
Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management
No-Code Development Features
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 Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Online Form Builders Features
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 Features
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Registration Features
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 Features
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
eCommerce Features
Catalog Management
Channel Management
CRM
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
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Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Digital Signature Features
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Workflow Management Features
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
Banking Features
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 Features
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 Features
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Digital Experience Platforms (DXP) Features
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
Financial Services Features
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Vendor Management Features
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
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Integrations
Airtable
Box
Dropbox
Gmail
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft OneDrive
Salesforce
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Integrations
Airtable
Box
Dropbox
Gmail
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft OneDrive
Salesforce
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