Moxo
Moxo provides a client interaction hub that helps you streamline external workflows through secure messaging, document exchange, digital signatures, and video meetings in one unified, branded portal.
OnRamp
OnRamp is a specialized customer onboarding platform that helps you streamline the post-sales process by automating task management, document collection, and communication to ensure faster time-to-value for your new clients.
Quick Comparison
| Feature | Moxo | OnRamp |
|---|---|---|
| Website | moxo.com | onramp.io |
| Pricing Model | Subscription | Subscription |
| Starting Price | $100/month | $500/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2012 | 2019 |
| Headquarters | Cupertino, USA | Salt Lake City, USA |
Overview
Moxo
Moxo helps you manage the entire lifecycle of client interactions within a secure, private digital hub. Instead of chasing approvals across fragmented email threads and disconnected apps, you can coordinate complex processes like client onboarding, account servicing, and project management from a single branded interface. You can automate routine touchpoints and ensure every stakeholder stays aligned throughout the service delivery process.
The platform is specifically designed for high-touch industries like financial services, legal, healthcare, and real estate where security and professional branding are non-negotiable. You can deploy your own custom-branded mobile and web apps, providing your clients with a seamless professional experience while your team maintains full visibility and control over every active workflow.
OnRamp
OnRamp is a dedicated platform designed to bridge the gap between closing a deal and getting your customers fully operational. You can replace messy spreadsheets and fragmented email threads with a centralized, professional portal that guides your clients through every step of their implementation journey. It allows you to create repeatable playbooks, assign tasks to both internal teams and customers, and track progress in real-time to prevent projects from stalling.
The platform focuses on reducing the administrative burden of onboarding by automating reminders and document requests. You can provide your clients with a clear roadmap of what is expected from them, which builds trust and accelerates their time-to-value. Whether you are managing simple setups or complex enterprise deployments, OnRamp helps you deliver a consistent, high-touch experience that scales as your company grows.
Overview
Moxo Features
- Branded Client Portals Create a professional digital presence with custom-branded web and mobile apps that mirror your corporate identity.
- Flow Templates Automate multi-step client processes like onboarding and renewals using pre-built templates to ensure consistent service delivery.
- Secure Messaging Communicate with clients in real-time through encrypted messaging that keeps sensitive business conversations private and organized.
- Digital Signatures Collect legally binding signatures on contracts and forms directly within the portal to eliminate printing and scanning.
- Document Collaboration Share, review, and annotate documents with your clients in a secure environment with full version control.
- Video Meetings Host high-quality video conferences and screen sharing sessions without requiring your clients to download external software.
OnRamp Features
- Customer Portals. Give your clients a branded, professional space to track their onboarding progress and complete assigned tasks without digging through emails.
- Automated Playbooks. Build repeatable templates for your onboarding workflows so you can launch new projects in seconds and maintain high standards.
- Dynamic Task Lists. Assign specific actions to your customers and set automated reminders to keep them on track and hit your go-live dates.
- Resource Library. Centralize all your training videos, setup guides, and documentation in one place so your customers always have the right information.
- Progress Tracking. Monitor the health of all active onboardings from a single dashboard to identify at-risk projects before they fall behind schedule.
- Internal Collaboration. Coordinate with your sales and success teams to ensure a smooth handoff and clear visibility into every customer's status.
Pricing Comparison
Moxo Pricing
- 10 internal users included
- 100 client users included
- Secure messaging and files
- Digital signatures
- Standard Moxo branding
- Basic workflow templates
- Everything in Starter, plus:
- 50 internal users included
- 500 client users included
- Custom branding and domain
- Advanced workflow automation
- Priority email support
OnRamp Pricing
- Up to 10 active onboardings
- Standard customer portals
- Automated task reminders
- Basic playbook templates
- Email support
- Everything in Growth, plus:
- Unlimited active onboardings
- Custom branded portals
- Advanced reporting & analytics
- Salesforce & HubSpot integrations
- Priority success manager
Pros & Cons
Moxo
Pros
- Consolidates multiple communication tools into one portal
- Professional mobile app experience for end clients
- Strong security features meet strict compliance standards
- Automated workflows reduce manual follow-up tasks
Cons
- Higher starting price point than basic tools
- Initial setup of complex flows takes time
- Interface can feel busy for first-time users
OnRamp
Pros
- Significantly reduces time-to-value for new customers
- Professional branded portals improve client confidence
- Automated reminders save hours of manual follow-up
- Easy to build and replicate complex playbooks
- Clear visibility into project bottlenecks and delays
Cons
- Initial setup of playbooks requires significant time
- Higher starting price point than general tools
- Limited native integrations compared to older platforms