Audience

Companies interested in a powerful portal for clients

About Moxtra

Moxtra’s Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability. Moxtra enables the seamless extension of business processes. For enhanced security, the solution can be deployed as a private cloud, shared multi-tenant cloud, or on-premise service. All interactions on Moxtra are self-documented and recorded. Capture the location, device, and time for every interaction within Moxtra, and maintain visibility on all communications. Moxtra is engineered to meet the stringent security requirements of regulated industries, with encryption, and the ability to support the unique best practices of each business.

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Pricing

Starting Price:
$120 per month
Pricing Details:
+ $300 one-time setup fee

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 3.0 / 5
More Reviews Write a Review

Company Information

Moxtra
Founded: 2012
United States
moxtra.com

Videos and Screen Captures

Moxtra Screenshot 1
Moxtra Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
On-Premises
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Moxtra Frequently Asked Questions

Q: What kinds of users and organization types does Moxtra work with?
Q: What languages does Moxtra support in their product?
Q: What kind of support options does Moxtra offer?
Q: What other applications or services does Moxtra integrate with?
Q: Does Moxtra have a mobile app?
Q: What type of training does Moxtra provide?
Q: How much does Moxtra cost?

Moxtra Product Features

Collaboration

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

Content Collaboration

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

Customer Experience

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

Digital Signature

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

Sales Content Management

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

Sales Enablement

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

Moxtra Additional Categories

Moxtra Verified User Reviews

Write a Review
  • Stefan L.
    Consultant
    Used the software for: 1-2 Years
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Underrated Collaboration Platform"

    Posted 2021-05-31

    Pros: -Web and mobile version available
    -Originally designed for mobile
    -Easy to use
    -Base functionality (free) is sufficient for most non-business use

    Cons: -No longer actively developed (for non-business)
    -No further integrations (for non-business)
    -Does not keep up with competitors like Teams

    Overall: Moxtra is a great collaboration platform, that seemed to be originally designed for mobile use. There it is very simple and intuitive to use, the base functionality is free and more than enough to use with friends and family. However, it seems that the growing competition has made it harder to continue this great service for free.

    Read More...
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