Does Moxo lack the flexibility you’re expecting from a client portal? Or is it simply more than you need?
Whether you're seeking enhanced customization, specific functionalities, or a more budget-friendly alternative, there are plenty of options to explore beyond Moxo.
In this article, we’re reviewing the best seven Moxo alternatives and competitors in 2024.
1. Softr
G2 rating: 4.8 (346 reviews)
Capterra rating: 4.7 (60 reviews)
You don’t have to put up with the limitations of ready-made interaction workspaces. With Softr, you can design a custom client portal that will meet your needs — no coding experience required.
Softr is a no-code app development platform that allows you to build any internal or customer-facing solution with the help of an intuitive drag-and-drop builder. Need a specific feature Moxo doesn't have? Add it! Want to set up custom filters to group clients? Do it!
Not sure where to begin? Use Softr's ready-made client portal template as a starting point and you can have a working portal in minutes. It works seamlessly across desktops, tablets, and mobile devices, and comes with essential features like project and task creation, easy search and filtering, user access management, and invoice payments. You can easily tailor the template to add any missing features and match your brand's unique style.
Best of all, you won't have to rely on the platform's support team to solve issues or develop workarounds — you have the power to do it yourself.
Softr Pricing
Unlike Moxo, Softr offers a forever free plan for smaller projects, including 5 internal and 100 external users. All plans include unlimited visitors. Paid plans start at $49/month for 5 collaborators and 10 internal and 1,000 external app users.
The best choice for building a customer portal is the Professional plan at $139/month. It offers 15 collaborators, 100 internal and 1,000 external seats, plus advanced features like conditional logic building blocks, Kanban boards, and transferring applications across workspaces.
Softr Pricing
Unlike Moxo, Softr offers a forever free plan for smaller projects, including 5 internal and 100 external users. All plans include unlimited visitors. Paid plans start at $49/month for 5 collaborators and 10 internal and 1,000 external app users.
The best choice for building a customer portal is the Professional plan at $139/month. It offers 15 collaborators, 100 internal and 1,000 external seats, plus advanced features like conditional logic building blocks, Kanban boards, and transferring applications across workspaces.
Softr vs. Moxo
Softr and Moxo offer rather contrasting approaches to client portals. Moxo provides a ready-made client portal solution. On the other hand, Softr grants you the flexibility to design an interface of any complexity, tailored to your and your clients' unique needs.
Why choose Softr over Moxo:
- Ditch the limitations. If you need features or a user experience that Moxo doesn't offer, Softr gives you full control.
- Grow without constraints. Softr's pricing might be more cost-effective as your client base grows, especially with its free plan for starting out.
- No more waiting. With Softr, you can make changes and solve issues without relying heavily on external support.
Go beyond portals. Soft also lets you build other solutions like internal tools, marketplaces, or unique web apps. With each tool you create, Softr becomes increasingly cost-effective.
2. FuseBase
G2 rating: 4.7 (94 reviews)
Capterra rating: 4.6 (167 reviews)
FuseBase (formerly Nimbus) is a strong Moxo alternative, particularly focused on client portals and business management. Like Moxo, it offers a suite of tools for communication, project management, team collaboration, and more.
The platform’s strongest feature is bringing together client collaboration and team management into one centralized platform. You can share knowledge with clients, get feedback from them, and assign tasks to your team seamlessly through one interface.
FuseBase Pricing
FuseBase offers a forever-free plan, but it doesn’t include access to client portals. To build one, you need a paid plan starting at $12/user/month with the potential of including 3 team members and 20 clients. Unlimited client accounts are included in the Premium plan, at $30/user/month.
FuseBase vs. Moxo
While Moxo better serves the needs of mid-market businesses, FuseBase is generally a more cost-effective solution for small businesses and solopreneurs.
Why choose FuseBase over Moxo:
- Get AI assistance. FuseBase is powered by AI, enabling you to generate and fine-tune your content faster.
- Manage permissions at a granular level. While Moxo does offer basic permission management options, FuseBase offers more granular control over what clients and team members can see and do within the platform.
- Enjoy the budget-friendly solution. FuseBase's pricing model often works better for smaller teams, offering essential features at a lower cost.
3. Clinked
G2 rating: 4.8 (92 reviews)
Capterra rating: 4.8 (80 reviews)
Clinked functionality is closely aligned with Moxo and FuseBase, offering a dedicated client portal solution. However, it has one distinctive feature — extensive white-labeling options.
With Clinked, you can choose your level of customization: from simply applying your company's logo and color scheme to building a custom portal on the Clinked infrastructure.
Clinked Pricing
Clinked starts at $95/month with 100 members included and unlimited guests. More expensive plans include additional credits and advanced features like an opportunity to upload files by email (starting at $239/month), Kanban boards for tasks (starting at $479/month), and custom features development (custom price).
Clinked vs. Moxo
While Clinked and Moxo share a lot of features, Clinked is known for higher flexibility and fewer restrictions inherent to a ready-made solution.
Why choose Clinked over Moxo:
- Build a customizable online workspace. Clinked centers on white-labeling and customization. You can tailor the branding, features, and even the user experience to a greater degree.
- Set up and use with ease. Clinked is widely praised for its simplicity and ease of use.
- Know what to expect with transparent pricing. Clinked offers clear pricing tiers, avoiding hidden costs or surprises that may occur when pricing information isn’t disclosed. On top of that, generous user seat limits, even on lower-tier plans, make Clinked a cost-effective solution for larger teams.
4. Copilot
G2 rating: 4.8 (146 reviews)
Capterra rating: 4.9 (20 reviews)
Copilot offers a suite of tools for client management. Aside from handling communication and information sharing, Copilot streamlines processes like billing and data collection.
The platform puts emphasis on client-facing features, meaning it offers less robust project management and internal collaboration capabilities than Moxo or FuseBase.
Copilot Pricing
Copilot starts at $29/user/month when paid annually with 50 client seats. All plans include access to forms, billing, helpdesk, and messaging. Automations and embeds are accessible starting at $69/user/month.
Copilot vs. Moxo
Copilot is a relatively new platform compared to Moxo. While it’s actively developing, it’s still lacking essential features like conditional logic, conversation sorting, and archiving. At the same time, Copilot already offers quite a few features that Moxo doesn’t.
Why choose Copilot over Moxo:
- Manage invoices and subscriptions. Copilot's billing features help to streamline payments and automate recurring invoices, saving subscription-based businesses a lot of time and effort.
- Collect client information seamlessly. While Moxo has recently introduced forms, Copilot provides more advanced customization options and data collection capabilities.
- Add a knowledge base to your client portal. In Copilot, you can also create a help center for your clients and control access rights on a granular level.
- Access a robust toolkit even in lower-priced tiers. Copilot offers a broader feature set within its entry-level plans compared to Moxo's equivalent.
5. Planhat
G2 rating: 4.6 (590 reviews)
Capterra rating: 4.7 (26 reviews)
Planhat is a customer success (CS) platform built with SaaS businesses in mind. It offers a centralized platform to manage all touchpoints in the customer lifecycle, from onboarding and adoption to ongoing success and churn management.
The platform has a strong focus on analytics and reporting, giving you all the necessary tools to assess customer experience and product performance. Planhat’s Health Laboratory enables you to build custom Health Scores that help you gauge your customers’ direction toward satisfaction (or churn).
Planhat Pricing
While Planhat doesn't publicly disclose pricing, older data suggests plans start around $1,150/month. Contact them for an up-to-date, customized quote.
Planhat vs. Moxo
The key difference between Planhat and Moxo is that Planhat specializes in customer success for SaaS businesses. If you're not a SaaS company, other options on this list will be a better fit.
Why choose Planhat over Moxo:
- Get all CS tools in one place. With Planhat, you don’t need any other tool to manage your customer journeys. You can set up automations, offer support, create onboarding workflows, and drive actionable insights — all through one interface.
- Unlock SaaS-specific insights. Planhat's analytics provides insights into product usage, adoption, and overall customer health.
- Gain a comprehensive view of your CS operations. Planhat offers dashboards and reporting to monitor customer success activities, identify trends, and track progress towards your CS goals.
6. Zoho
G2 rating: 4.1 (Zoho CRM; 1,614 reviews), 4.7 (Zoho Invoice; 334 reviews), 4.3 (Zoho Creator; 172 reviews)
Capterra rating: 4.3 (Zoho CRM; 6,715 reviews), 4.7 (Zoho Invoice; 705 reviews), 4.3 (Zoho Creator; 154 reviews)
Zoho, renowned for its CRM, help desk software, and accounting tools, also provides comprehensive client portal solutions.
It offers three options: a ready-to-use portal integrated with Zoho Invoice, a full-fledged customer portal accessible through Zoho CRM, and a customizable portal built on the Zoho Creator platform.
Zoho Invoice is a simple billing solution, ideal for solopreneurs and freelancers, that includes a free self-service customer portal. Clients can use the portal to access invoices, view project details, communicate with you, and submit payments.
If you use Zoho CRM for contact management, you can access a customer portal that integrates seamlessly with your existing data. With it, you can enable self-service sales, create gated e-catalogs, communicate with vendors, or display project information to your partners.
Zoho Creator offers more flexibility for mid-market businesses. It’s a low-code application development platform that allows you to build custom applications, including client portals. Here you can add customer support functionality, company policies, billing information, product updates, and more.
7. SuiteDash
G2 rating: 4.8 (541 reviews)
Capterra rating: 4.8 (554 reviews)
SuiteDash is a fully integrated cloud-based client portal platform for small to medium-sized businesses. It offers a wide array of features, including client relationship management (CRM), project management, billing and invoicing, file sharing, and marketing automation.
It’s worth saying that SuiteDash's broad functionality often feels overwhelming to new users. While it offers many features, it might be overkill for businesses with simpler needs.
SuiteDash Pricing
SuiteDash starts at $19/month and includes an unlimited number of users and collaborators. The base plan offers essential features like client portals, project management, and white labeling. Higher-tier plans unlock advanced features like email marketing automations, pipeline management, and live chat, with pricing starting at $49/month.
SuiteDash vs. Moxo
SuiteDash and Moxo both cater to small to medium-sized businesses, but SuiteDash stands out with its comprehensive suite of features and an incredibly budget-friendly pricing model.
- Pay a fixed price, regardless of the size of your team. Unlike many software platforms, SuiteDash offers unlimited users on all plans. You won't face per-user fees as your team expands.
- Consolidate your business tools. SuiteDash acts as a central hub for various functions like CRM, project management, billing, and marketing. If you’re looking for a tool to centralize your client operations, it may be the right choice.
- Customize to match your brand. SuiteDash provides robust white-labeling options on all plans.
Build a custom client portal
The core purpose of any client portal is to create the smoothest customer experience possible. Whatever features you’re looking for, your portal must be user-friendly above all else. To ensure your platform meets your clients' needs without unnecessary complexity, consider building your own custom solution. Softr is the perfect partner to help you achieve this.
What is Softr
Softr is the easiest way to turn your data into powerful business apps—no code required. Connect to your spreadsheet or database, customize layout and logic, and share with your team or clients.
Join 700,000+ users worldwide, building client portals, internal tools, CRMs, dashboards, project management systems, inventory management apps, and more—all without code.
Join 700,000+ users worldwide, building client portals, internal tools, CRMs, dashboards, project management systems, inventory management apps, and more—all without code.
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Adelina Karpenkova
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