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Description

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

Description

Provide the client with a comprehensive outline of the entire procedure, detailing the scheduled meetings and associated tasks throughout the journey. It is essential to demonstrate professionalism and build trust by being open and well-prepared from the outset. To facilitate advancement in the sales process, delegate responsibilities to both internal team members and the client, ensuring accountability on all fronts. Regularly track progress to maintain customer engagement and enthusiasm. Conduct online meetings with unprecedented efficiency, utilizing structured agendas that keep discussions focused, alongside context-sensitive features that adapt the meeting experience according to the specific goals of each agenda item. Additionally, ensure a centralized location for all essential documents—such as proposals, specifications, RFPs, and contracts for signatures—allowing for easy sharing and access, while keeping everything current and organized. This approach not only enhances collaboration but also fosters a seamless and productive relationship with the client.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitbucket Yes 
Desktop.com Yes 
Google Drive Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Mailchimp Yes 
Microsoft Teams No 
Okta Yes 
PagerDuty Yes 
PayPal Yes 
Salesforce No 
Slack No 
Stackreaction Yes 
Stripe Yes 
Trello Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Yes 

Integrations

Bitbucket No 
Desktop.com No 
Google Drive No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp No 
Microsoft Teams Yes 
Okta No 
PagerDuty No 
PayPal No 
Salesforce Yes 
Slack Yes 
Stackreaction No 
Stripe No 
Trello No 
Wufoo No 
Zapier No 
Zendesk No 

Pricing Details

$120 per month
+ $300 one-time setup fee
Free Trial No 
Free Version No 

Pricing Details

$ 45 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Moxtra

Founded

2012

Country

United States

Website

moxtra.com

Vendor Details

Company Name

SPCE

Founded

2020

Country

Sweden

Website

www.spce.com

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management Yes 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

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