Alternatives to Moxo
Client interaction platform with branded portals and workflows
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.
Moxo is a client interaction platform that gives businesses branded portals to manage client onboarding, documents, approvals, and workflows in one place.
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.
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.
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.
Why people leave Moxo
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Ranked alternatives
Ordered by Alt Score. Click any score to see the breakdown.
Clinked is a white-label client portal for secure file sharing, group collaboration, tasks, and communication under a firm's own branding and domain.
FuseBase (formerly Nimbus) is a client collaboration platform offering white-label client portals, shared workspaces, documents, and task management.
SuiteDash is an all-in-one, white-label client portal and business management platform combining CRM, projects, invoicing, file sharing, and client communication.
Assembly (formerly Copilot) is an AI-powered, white-label client portal platform for service businesses, unifying messaging, billing, files, contracts, and embedded apps.
Clientjoy is a client portal and agency-management tool covering leads, proposals, invoicing, contracts, and a branded client portal for freelancers and agencies.
Onehub is a secure file sharing and virtual data room service with white-label client portals, granular permissions, and branded workspaces.
Feature comparison
Rows come from the Client portal software checklist (17 rows). Human-verified cells only. ? means the value has not been verified.
| Client portal software checklist | Moxo | Clinked | FuseBase | SuiteDash | Assembly | Clientjoy |
|---|---|---|---|---|---|---|
| Pricing model | ||||||
| Starts at | ||||||
| License | ||||||
| Platforms | ||||||
| White-label branding | ||||||
| Custom domain | ||||||
| Client messaging / chat | ||||||
| File sharing & storage | ||||||
| Task / project management | ||||||
| Invoicing & payments | ||||||
| E-signatures / forms | ||||||
| Client-facing dashboards | ||||||
| Role-based permissions | ||||||
| Embedded apps / modules | ||||||
| Mobile app | ||||||
| API / integrations | ||||||
| Free trial |
Every fact and feature listed for Moxo is verified against its own pages. Each alternative is sourced on its own page.
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License Proprietary verified 2026-07-17
PROPRIETARY RIGHTS. Moxo and/or its suppliers, as applicable, retain ownership of all proprietary rights in the Product
https://www.moxo.com/legal/terms-of-service -
Pricing model Freemium verified 2026-07-17
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
https://www.moxo.com/pricing -
Starts at $99/mo verified 2026-07-17
Business $99 /mo 10 flows/mo · 1000 AI credits/mo Try for free
https://www.moxo.com/pricing -
Platforms Web, iOS, Android verified 2026-07-17
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.
https://www.moxo.com/blog/no-code-client-portal-mobile-app -
Status active verified 2026-07-17
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
https://www.moxo.com/blog/whats-new-february-2026 -
White-label branding Yes verified 2026-07-17
Branded to your firm Every portal reflects your firm's brand — your logo, your colors, your voice.
https://www.moxo.com/product -
Custom domain Partial verified 2026-07-17
Custom domain is listed under the Pro plan ($499/mo) and up; not included on the Free or Business tiers.
User experiences Portals SMS notifications Custom domain
https://www.moxo.com/pricing -
Client messaging / chat Partial verified 2026-07-17
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).
Portals Flow catalog Resources Messages Quick links Announcements
https://www.moxo.com/pricing -
File sharing & storage Yes verified 2026-07-17
You store, send, and manage files in one place, and you control exactly who accesses them.
https://www.moxo.com/blog/client-portal-file-sharing -
Task / project management Yes verified 2026-07-17
Workflows Workflow builder AI Copilot Branching Loops Triggers Milestones Flow template gallery
https://www.moxo.com/pricing -
Invoicing & payments Partial verified 2026-07-17
Payments is a workflow action added at the Pro plan ($499/mo); this is in-flow payment collection, not a standalone invoicing module.
Human actions Questionnaires Payments Checklists
https://www.moxo.com/pricing -
E-signatures / forms Yes verified 2026-07-17
Human actions Approvals Forms Acknowledgements Decisions Questionnaires To-dos eSignatures File requests
https://www.moxo.com/pricing -
Client-facing dashboards Yes verified 2026-07-17
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.
https://www.moxo.com/blog/client-facing-project-dashboard -
Role-based permissions Yes verified 2026-07-17
Granular role-based access controls and customizable user privileges ensure that sensitive information stays exclusively in authorized hands
https://www.moxo.com/security -
Embedded apps / modules Partial verified 2026-07-17
Embedded apps is listed only under the custom-priced Enterprise tier, not Free/Business/Pro.
Portals Custom pages Data cards Embedded apps Custom code
https://www.moxo.com/pricing -
Mobile app Yes verified 2026-07-17
Moxo supports all three models, native iOS and Android apps, progressive web apps (PWAs), and hybrid containers.
https://www.moxo.com/blog/no-code-client-portal-mobile-app -
API / integrations Yes verified 2026-07-17
Integrations Webhooks REST APIs Connect via MCP SAML SSO
https://www.moxo.com/pricing -
Free trial Yes verified 2026-07-17
Self-serve trial applies to the Business plan; Pro and Enterprise tiers require booking a demo instead.
Business $99 /mo 10 flows/mo · 1000 AI credits/mo Try for free
https://www.moxo.com/pricing
FAQ
Yes. FuseBase has a free tier or is fully free. Free-tier limits in the comparison table are verified and dated.