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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
There is a superior method for transmitting your critical strategic documents beyond just attachments or shared drives! Streamline the process of creating and sharing files—such as contracts and quotes—and eliminate the hassle of cumbersome emails and attachments while ensuring that your most sensitive documents are delivered securely. You can send and share all your files with your contacts from a centralized, organized space that keeps everything in one place. Easily manage your documents by adding, deleting, or replacing them with just a few clicks, enhancing your relationship with customers, prospects, and partners in the process. With our innovative lead scoring system powered by a predictive machine learning algorithm, you can quickly assess and qualify your contacts based on their interest levels. Additionally, utilize Tilkee's lead scoring to determine the next best action, whether automated or manual, thereby boosting your operational efficiency and increasing profitability. This approach not only simplifies document management but also fosters stronger connections with your network.
API Access
Has API
No
API Access
Has API
No
Integrations
Mailchimp
Yes
Wufoo
Yes
Zapier
Yes
Adobe Marketo Engage
No
Bitbucket
Yes
Desktop.com
Yes
Gmail
No
HubSpot Marketing Hub
No
Microsoft Outlook
No
Okta
Yes
Integrations
Mailchimp
Yes
Wufoo
Yes
Zapier
Yes
Adobe Marketo Engage
Yes
Bitbucket
No
Desktop.com
No
Gmail
Yes
HubSpot Marketing Hub
Yes
Microsoft Outlook
Yes
Okta
No
Pricing Details
$120 per month
+ $300 one-time setup fee
Free Trial
No
Free Version
No
Pricing Details
$19 per user per month
Free Trial
Yes
Free Version
No
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Moxtra
Founded
2012
Country
United States
Website
moxtra.com
Vendor Details
Company Name
Tilkee
Founded
2013
Country
France
Website
www.tilkee.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
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
No
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
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