transbion.blogg.se - Moxtra integrations

Moxtra integrations update#
Moxtra integrations full#
Moxtra integrations software#

For example, approval and review processes, onboarding, payment reminders, etc.

Workflows: Moxtra’s workflow builder allows you to automate routine tasks.

These can also include to-do lists and designated binders. You can also manage and create schedules that allow detailed project and progress tracking.

Task management : Projects and teams can be organized into a binder that includes a complete history of conversations, content, annotations, and tasks.

These documents can then be signed and returned digitally, allowing for streamlined, secure service.

Digital signatures: Through the app, you can share contracts, documents, and necessary paperwork.

More specifically, where cybersecurity is concerned, you can set granular access controls, review audit logs and benefit from bank-grade security and compliance.

Secure messaging: You can send and receive voice, video, or text messages via their secure messaging center.

Basic transactions are also automated, so you don’t have to send invoices or payment requests manually.

Moxtra integrations software#

Sales assistance: The software automatically reminds you when a task is due, when to prepare for reviews and approvals, and when to expect transactions.

It saves lots of time, expense, and the tedium of switching between apps to access different functionalities.Īll of the below is accessible from one app, making operations easier for both you and your clients: The app acts as a hub where information can be stored, shared, and organized into projects so that everyone can remain updated from the convenience of one place. In a nutshell, Moxtra offers excellent, easy-to-use collaboration features with the mobile user in mind. This section explores Moxtra’s key features and establishes how it could help you consolidate and streamline client collaborations. Moxtra’s Features: A One-Stop-Hub for Client Interactions Providing an app that allows clients to engage and contact you in real-time is essential.

Moxtra integrations update#

This could be to update you on business matters, talk through an issue, or simply maintain a good business relationship. On-demand assistance: Clients want to be able to reach you when they need you.This equips clients with everything they need to do business with you from the convenience of one place. A one-stop destination for clients: Moxtra provides the tools to ensure your app offers a one-stop-shop for clients, focusing on ease of use.I.e., your mobile app must reflect your brand and business personality…not theirs.

Brand application: Moxtra believes your company needs a fully branded app.Arguably, it’s this that makes Moxtra stand out from its competitors: Where Moxtra Stands OutĪccording to Moxtra’s head of marketing, Leena Ivar, Moxtra believes that a successful mobile application strategy has three parts.

Moxtra integrations full#

You can view Moxtra via a desktop but only through specific web browsers – its full functionality is reserved for mobile devices. However, as we’ve already said, it’s mainly aimed at client-focused companies with lots of client touch-points. Moxtra is suitable for businesses of all sizes. In addition, the app facilitates end-to-end client collaboration via its easy-to-navigate UI (including interactive meetings and media sharing). It offers a one-stop app that allows client-focused businesses to better connect with consumers through engaging content and real-time communication. However, many firms provide multiple apps that do the same thing and often use a variety of disparate channels to provide services to their customers. What’s Moxtra?Īccording to research, 42% of small US businesses already offer a mobile app to streamline and improve their customer service and/or payment process. For instance, you can schedule tasks and meetings, measure performance, and automate workflows. It combines the features of several apps into one to streamline multi-step client interactions while keeping them engaged.Īt the same time, Moxtra acts as a business management tool for you and your team. It allows your collaborative business to meet clients where they are. Moxtra is a one-stop client hub accessible on mobile.

We have lots to cover, so let’s get started. Let’s see how you can use this platform to help you meet customers where they’re at. 4 Moxtra’s Features: A One-Stop-Hub for Client Interactions.