Moxo
Moxo: A capable client-portal system, but its $500 monthly entry price limits deal-desk value. Ranked #34 of 40 in Deal Desk Software by our editors (4.7/10); pricing: Paid; best for client portals with workflow approvals.
At a glance
- Editor score4.7 / 10
- PricingPaid
- Best forClient portals with workflow approvals
- Paid from$5,000/yr
- Facts checked23 Sep 2026
Where it wins
- Branded portals with reusable workflow templates
- Forms, eSignatures, document uploads, approvals, and payments
- REST APIs, webhooks, CRM integrations, and audit trails
Where it doesn't
- Starts at $500 per month
- Scale and Enterprise require custom quotes
- Broader than a dedicated deal-desk workflow tool
Our verdict on Moxo
Moxo is a client and stakeholder portal for organizations managing structured, multi-step processes. It supports service requests, forms, document uploads, eSignatures, approvals, acknowledgements, payments, invoices, identity checks, messaging, scheduling, and video calls. Teams can provide branded portals where clients track projects, tasks, and workflow status while submitting information and completing required steps. That makes Moxo a fit for businesses coordinating client-facing processes that extend beyond a conventional deal desk.
The published plans show Team at $500 per month or $5,000 per year, with unlimited seats, a workflow builder, 100 flows per year, forms, eSignatures, file requests, and payments. Scale adds 500 flows per year, a custom domain, SAML SSO, REST APIs, and webhooks, while Enterprise adds custom pages, embedded apps, custom code, and the Moxo SDK. The plan structure suits organizations that need increasingly tailored portals and integrations, but the entry price is substantial for teams seeking only core deal-desk functions.
Moxo’s strongest differentiator is its breadth: workflow templates, client communication, payments, AI agents for preparation and review, audit trails, encryption, role-based access, and deployment across web, iOS, Android, API, and self-hosted environments. Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Xero, Redtail, Wealthbox, Filevine, Global Relay, Smarsh, and Zapier. Choose Moxo when client collaboration and approval workflows need to live in one portal. Organizations looking for a narrower, lower-cost deal-desk tool may prefer a more focused alternative.
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Moxo pricing
Moxo fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | $5,000/yr |
| Approval workflows | Not verified |
| Discount controls | Not verified |
| Pricing guidance | Not verified |
| Approval levels | Not verified |
| CRM synchronization | Not verified |
| Approval audit trail | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR |
| Support | Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: CRM systems, Case management solutions, Archiving platforms, Zapier See all → |
| Pricing | Paid (source) |
| Website | moxo.com |
| Facts checked | 23 Sep 2026 |
Moxo integrations
Moxo lists 4 integrations on its own site.
- CRM systems
- Case management solutions
- Archiving platforms
- Zapier
Alternatives to Moxo
- RevOpsA capable free deal desk for small teams, with paid tiers for broader control.8.8
- SugerA strong fit for teams managing private offers across major cloud marketplaces.7.9
- AirstrideA free partner-focused deal desk with strong approvals, guardrails, and integrations.7.9
Also Ranked In
Moxo is ranked in 9 of our directories; the 6 strongest besides Deal Desk Software.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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