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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Customer Intelligence platform that gives teams complete visibility into all their customers, allowing them to drive more revenue through smarter renewals and upsells

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$120 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Moxo
Founded: 2012
United States
www.moxo.com

Company Information

involve.ai
Founded: 2019
United States
www.involve.ai/

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
Heyday AI

Heyday AI

Hootsuite

Categories

Categories

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

Customer Experience Features

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

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

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

Digital Signature Features

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

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

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 Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Integrations

Box
Google Drive
Google Sheets
HubSpot CRM
Jira
Salesforce
Domo
Dropbox
Gmail
Intercom
Jumio
Mailchimp
Median.co
Microsoft Teams
Redtail CRM
SAP ERP
Slack
Snowflake
Zendesk
Zoho CRM

Integrations

Box
Google Drive
Google Sheets
HubSpot CRM
Jira
Salesforce
Domo
Dropbox
Gmail
Intercom
Jumio
Mailchimp
Median.co
Microsoft Teams
Redtail CRM
SAP ERP
Slack
Snowflake
Zendesk
Zoho CRM
Claim Moxo and update features and information
Claim Moxo and update features and information
Claim involve.ai and update features and information
Claim involve.ai and update features and information