When it comes to managing client relationships effectively, having a robust client portal is a game-changer. A strong collaboration platform should provide seamless communication, secure document sharing, task management, and workflow automation. While Moxo is a widely used solution, it’s not the only option available—and for some businesses, it may not be the best fit.

Whether you need more flexibility in customization, better third-party integrations, or a pricing plan that suits your company’s growth, there are several powerful alternatives to consider. Some platforms offer enhanced AI-driven automation, while others focus on simplifying complex workflows. In this article, we’ll explore seven of the best Moxo alternatives, breaking down their features, benefits, and why they might be a great fit for your business. By the end, you’ll have a clearer idea of which solution can help you improve efficiency and deliver a better experience for your clients.

What is Moxo?

Moxo is a comprehensive client management platform that enables businesses to streamline workflows, automate tasks, and enhance client communication. Designed to support structured collaboration, Moxo integrates secure messaging, document sharing, and digital approvals into a single platform, making it ideal for service-based industries that require controlled and efficient customer interactions.

Pros

• All-in-One Collaboration Suite: Combines messaging, file sharing, task management, and e-signatures.
• Scalable for Different Business Sizes: Supports small businesses to enterprise-level operations.
• Customizable Workflows: Users can create workflow templates to automate repetitive business processes.
• Enterprise-Grade Security: Data encryption and compliance with major security standards ensure privacy.

Cons

• Complexity in Setup: The extensive features require some initial training for effective use.
• No Free Trial: Users must commit to a paid plan without a trial period.
• Higher Cost for Small Businesses: Pricing may be expensive for startups or small teams.

Pricing

• Starter Plan: $90/month (billed annually) – 10 users, basic collaboration features, workflow templates.
• Pro Plan: $425/month (billed annually) – 40 users, enhanced automation, third-party integrations, custom branding.
• Enterprise Plan: Custom pricing – Advanced security features, private cloud options, and API access.

7 Best Client Portal Alternatives to Moxo

1. FuseBase – Best for Customizable Client Portals & AI-Powered Workflows

FuseBase is an advanced client collaboration platform that offers customizable workspaces, AI-powered document management, and process automation. Unlike Moxo, FuseBase provides white-label client portals, AI-enhanced search, and workflow automation to help businesses streamline interactions and document handling. It’s perfect for consulting firms, agencies, and service providers that need a flexible, branded, and intelligent client workspace.

Key Features

• Fully customizable portals with branding, CSS, and embedded widgets
• AI-powered search & automation for smarter document management
• Secure file sharing, e-signatures, and approvals
• Workflow automation to optimize client collaboration
• Granular permission controls for secure team and client access

Best For: Businesses that need AI-enhanced automation, customizable client portals, and structured workflow management.

Pricing

• Essentials: $99/month – Includes 2 client accounts, 2 client portals, 99 AI requests/month, and 99 automation runs/month.
• Plus: $199/month – Offers 15 client accounts, 5 client portals, 300 AI requests/month, and 300 automation runs/month.
• Ultimate (White Label): $499/month – Provides 10,000 client accounts, 15 client portals, 10,000 AI requests/month, and 10,000 automation runs/month.

2. Glasscubes – Best for Simple & Secure Collaboration

Glasscubes is a secure online client collaboration and document-sharing platform designed to enhance teamwork across distributed teams. It offers user-friendly client portals, document approvals, and task management tools, making it a strong alternative to Moxo.

Key Features

• Client portals with branding options
• Task and project management tools
• Secure file sharing & document approvals
• External user access for clients and partners

Best For: Businesses looking for a simple, secure, and affordable collaboration platform with structured file management.

Pricing

• Team Edition: £30/month (includes 5 users); additional users at £5 per user/month.
• Workgroup Edition: £60/month (includes 5 users); additional users at £5 per user/month.
• Enterprise Edition: Starting at £120/month; pricing varies based on required services.

3. ClientVenue – Best for Agencies & Service Providers

ClientVenue is a client management and collaboration platform built specifically for agencies and service providers. It helps teams streamline onboarding, project tracking, and client communication, making it a great alternative to Moxo.

Key Features

• Custom client portals with branding
• Project tracking and task automation
• Contract management & invoicing tools
• Integrated messaging for team & client collaboration

Best For: Agencies, freelancers, and service providers needing a structured client collaboration platform with project tracking.

Pricing

• Professional: $15/user/month (billed annually) – Basic eSigning, document tracking, and proposal management.
• Enterprise: Custom pricing – Tailored solutions with API access, custom branding, and advanced security features.

4. Workstorm – Best for Enterprise Collaboration & Compliance

Workstorm is a secure, enterprise-grade collaboration platform that combines messaging, file sharing, video conferencing, and task management. It is a strong alternative to Moxo for businesses that require high-security compliance and internal collaboration tools.

Key Features

• Encrypted messaging & video conferencing
• Centralized workspace for document sharing
• Project management tools for team collaboration
• Enterprise-level security & compliance

Best For: Enterprises, legal firms, and financial institutions that need a highly secure communication and collaboration solution.

Pricing

Workstorm offers customized pricing based on the specific needs and size of the organization. To obtain detailed pricing information, it’s recommended to contact Workstorm directly

5. HoneyBook – Best for Freelancers & Small Businesses

HoneyBook is an all-in-one client management solution designed for freelancers and small business owners. It offers contract management, invoicing, scheduling, and project tracking, making it a good alternative for those who want client collaboration with business operations in one tool.

Key Features

• Client portal with payment and contract management
• Automated workflows for invoicing and approvals
• Integrated scheduling & task tracking
• Custom branding and email templates

Best For: Freelancers, creative professionals, and small businesses looking for an easy-to-use client collaboration and business management tool.

Pricing

• Starter: $16/month (billed annually) – Unlimited clients and projects, invoices and payments, proposals and contracts, calendar integration, and client portal.
• Essentials: $32/month (billed annually) – Includes all Starter features plus scheduler, automations, QuickBooks Online integration, up to 2 team members, and up to 10 live lead forms.
• Premium: $66/month (billed annually) – All Essentials features plus unlimited team members, priority support, multiple companies, advanced reports, and unlimited live lead forms.

6. SuiteDash – Best for All-in-One Business Management

SuiteDash is a powerful all-in-one business management platform that combines CRM, client portals, project management, and billing. It’s a great alternative for businesses that want client collaboration, invoicing, and automation in a single platform.

Key Features

• Built-in CRM, client portal, and project management
• Customizable workflows and task automation
• Secure file sharing and messaging
• Integrated billing, invoicing, and client payments

Best For: Businesses that need a comprehensive solution with CRM, billing, and client management in one tool.

7. Huddle – Best for Enterprise-Level Document Collaboration

Huddle is a secure document collaboration and file-sharing platform designed for enterprises and government organizations. It offers high-level security compliance, workflow tracking, and advanced document approvals, making it a great Moxo alternative for teams that handle sensitive information.

Key Features

• Enterprise-grade security and compliance
• Secure document sharing and approval workflows
• Task management and audit trails
• Mobile access with offline document syncing

Best For: Enterprises, government agencies, and financial institutions that require high-security collaboration and compliance.

Conclusion

In the quest for the perfect collaboration tool, FuseBase proves to be a standout option, offering businesses an efficient, all-in-one solution for team communication and productivity. With its rich set of features designed to simplify and improve workflows, FuseBase challenges Moxo’s dominance in the market. By offering an intuitive user experience and a robust feature set, FuseBase positions itself as a strong competitor, ready to meet the demands of today’s fast-paced work environment. Don’t miss the opportunity to enhance your team’s collaboration—start your free trial of FuseBase now.