# Alternatives to Moxo

Moxo is a client interaction platform that gives businesses branded portals to manage client onboarding, documents, approvals, and workflows in one place.

Moxo ranks #6 of 8 in Client portal software, with an Alt Score of 86. It is proprietary, freemium from $99/mo and available on Web, iOS and Android. 13 of 13 checklist rows are verified against a public source.

Source: https://altcatalog.com/alternatives/moxo/
Category: Client portal software

## Overview

- **Who it's for**: Moxo is built for operations, professional-services, and financial-services teams that need to run structured, multi-party processes (onboarding, account management, service delivery) with external clients, vendors, and partners instead of chasing them over email.
- **What you get**: A branded client portal built around your workflows, with AI agents that review documents and nudge stakeholders, plus forms, e-signatures, approvals, to-dos, messaging, reporting dashboards, and role-based access; higher tiers add custom domains, payments, webhooks/REST APIs, SAML SSO, and embedded apps.
- **How it works**: You describe a business process in plain language or a template and Moxo turns it into a running flow where each step is executed by a human, an AI agent, or a connected system; clients and partners act through magic links or a branded native iOS/Android or web portal with no login setup required, while your team tracks progress, exceptions, and audit trails from one place.

## Profile

- **License**: Proprietary (verified 2026-07-17)
- **Pricing model**: Freemium (verified 2026-07-17)
- **Starts at**: $99/mo (verified 2026-07-17)
- **Platforms**: Web, iOS, Android
- **Status**: active (verified 2026-07-17)

## Ranked alternatives

| # | App | Alt Score | Licence | Platforms |
|---|-----|-----------|---------|-----------|
| 1 | [Clinked](https://altcatalog.com/alternatives/clinked.md) | 93 | Proprietary | Web, iOS, Android |
| 2 | [FuseBase](https://altcatalog.com/alternatives/fusebase.md) | 93 | Proprietary | Web, Windows, macOS, iOS |
| 3 | [SuiteDash](https://altcatalog.com/alternatives/suitedash.md) | 93 | Proprietary | Web |
| 4 | [Assembly](https://altcatalog.com/alternatives/assembly.md) | 89 | ? | Web, Windows, macOS |
| 5 | [Clientjoy](https://altcatalog.com/alternatives/clientjoy.md) | 86 | Proprietary | Web, iOS, Android |
| 6 | [Onehub](https://altcatalog.com/alternatives/onehub.md) | 86 | Proprietary | Web, iOS |
| 7 | [Huddle](https://altcatalog.com/alternatives/huddle.md) | 59 | Proprietary | Web, iOS, Android |

Alt Score = Verified coverage (90%) + Visibility (10%). See https://altcatalog.com/how-alt-score-works/

## Feature comparison

Legend: Yes / No / Partial / ? (not verified).

| Client portal software checklist | Moxo | Clinked | FuseBase | SuiteDash | Assembly | Clientjoy |
|---|---|---|---|---|---|---|
| Pricing model | Freemium | Subscription | Freemium | Subscription | Subscription | Subscription |
| Starts at | $99/mo | $11/user/month | $39/month | $19/month | $39/month (billed annually; $59/month billed monthly, Starter plan) | $44/month (billed annually) |
| License | Proprietary | Proprietary | Proprietary | Proprietary | ? | Proprietary |
| Platforms | Web, iOS, Android | Web, iOS, Android | Web, Windows, macOS, iOS, Android | Web | Web, Windows, macOS | Web, iOS, Android |
| White-label branding | Yes | Yes | Yes | Yes | Partial | Yes |
| Custom domain | Partial | Yes | Yes | Partial | Yes | Partial |
| Client messaging / chat | Partial | Yes | Yes | Yes | Yes | Partial |
| File sharing & storage | Yes | Yes | Yes | Yes | Yes | Yes |
| Task / project management | Yes | Yes | Yes | Yes | Yes | Partial |
| Invoicing & payments | Partial | No | Partial | Yes | Yes | Yes |
| E-signatures / forms | Yes | Yes | Yes | Yes | Yes | Yes |
| Client-facing dashboards | Yes | Yes | Partial | Yes | Partial | Yes |
| Role-based permissions | Yes | Yes | Yes | Yes | Yes | Partial |
| Embedded apps / modules | Partial | Yes | Yes | Yes | Yes | Yes |
| Mobile app | Yes | Yes | Yes | Partial | Partial | Yes |
| API / integrations | Yes | Yes | Yes | Yes | Yes | Yes |
| Free trial | Yes | Yes | Yes | Yes | Yes | Yes |

## Sources

Sources for Moxo. Each alternative is sourced on its own page.

- **License**: Proprietary — <https://www.moxo.com/legal/terms-of-service> (verified 2026-07-17)
  - Quote: “PROPRIETARY RIGHTS. Moxo and/or its suppliers, as applicable, retain ownership of all proprietary rights in the Product”
- **Pricing model**: Freemium — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Quote: “Free $0 /mo 2 flows/mo · 500 AI credits/mo Get started free ... Business $99 /mo 10 flows/mo · 1000 AI credits/mo Try for free”
- **Starts at**: $99/mo — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Quote: “Business $99 /mo 10 flows/mo · 1000 AI credits/mo Try for free”
- **Platforms**: Web, iOS, Android — <https://www.moxo.com/blog/no-code-client-portal-mobile-app> (verified 2026-07-17)
  - Quote: “Does Moxo support native apps or mobile web? Moxo supports all three models, native iOS and Android apps, progressive web apps (PWAs), and hybrid containers.”
- **Status**: active — <https://www.moxo.com/blog/whats-new-february-2026> (verified 2026-07-17)
  - Quote: “Introducing Moxo 10.2 Moxo's February 2026 release gives teams more control over how work pauses, resumes, and shares information across Main Flows and Shadow Flows”
- **White-label branding**: Yes — <https://www.moxo.com/product> (verified 2026-07-17)
  - Quote: “Branded to your firm Every portal reflects your firm's brand — your logo, your colors, your voice.”
- **Custom domain**: Partial — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Note: Custom domain is listed under the Pro plan ($499/mo) and up; not included on the Free or Business tiers.
  - Quote: “User experiences  Portals  SMS notifications  Custom domain”
- **Client messaging / chat**: Partial — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Note: The in-portal 'Messages' feature is listed under the Pro plan ($499/mo) and up; general secure messaging is also offered via SDK embedding (moxo.com/embeddables).
  - Quote: “Portals  Flow catalog  Resources  Messages  Quick links  Announcements”
- **File sharing & storage**: Yes — <https://www.moxo.com/blog/client-portal-file-sharing> (verified 2026-07-17)
  - Quote: “You store, send, and manage files in one place, and you control exactly who accesses them.”
- **Task / project management**: Yes — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Quote: “Workflows  Workflow builder  AI Copilot  Branching  Loops  Triggers  Milestones  Flow template gallery”
- **Invoicing & payments**: Partial — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Note: Payments is a workflow action added at the Pro plan ($499/mo); this is in-flow payment collection, not a standalone invoicing module.
  - Quote: “Human actions  Questionnaires  Payments  Checklists”
- **E-signatures / forms**: Yes — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Quote: “Human actions  Approvals  Forms  Acknowledgements  Decisions  Questionnaires  To-dos  eSignatures  File requests”
- **Client-facing dashboards**: Yes — <https://www.moxo.com/blog/client-facing-project-dashboard> (verified 2026-07-17)
  - Quote: “A client-facing project dashboard solves this by showing status at a glance. It highlights project health, current progress, the next milestone, budget variance, and recent activity in one place.”
- **Role-based permissions**: Yes — <https://www.moxo.com/security> (verified 2026-07-17)
  - Quote: “Granular role-based access controls and customizable user privileges ensure that sensitive information stays exclusively in authorized hands”
- **Embedded apps / modules**: Partial — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Note: Embedded apps is listed only under the custom-priced Enterprise tier, not Free/Business/Pro.
  - Quote: “Portals  Custom pages  Data cards  Embedded apps  Custom code”
- **Mobile app**: Yes — <https://www.moxo.com/blog/no-code-client-portal-mobile-app> (verified 2026-07-17)
  - Quote: “Moxo supports all three models, native iOS and Android apps, progressive web apps (PWAs), and hybrid containers.”
- **API / integrations**: Yes — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Quote: “Integrations  Webhooks  REST APIs  Connect via MCP  SAML SSO”
- **Free trial**: Yes — <https://www.moxo.com/pricing> (verified 2026-07-17)
  - Note: Self-serve trial applies to the Business plan; Pro and Enterprise tiers require booking a demo instead.
  - Quote: “Business $99 /mo 10 flows/mo · 1000 AI credits/mo Try for free”

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Ranked by verified data, never by who paid. https://altcatalog.com/trust/