What is the Moxo client portal, and why actually even look at its alternatives?
Moxo portal (formerly Moxtra) is a client interaction platform that helps businesses manage communication, workflows, and documents in secure, branded client portals. You surely know it well as you’re here, don’t you?
This piece of software is especially popular in service-based industries like finance and legal, offering a centralized hub for messaging, meetings, task management, and more.
But for some, limitations around pricing, customization, and lead onboarding have sparked the search for alternatives, so let’s explore and analyze the top options for 2025 (and likely beyond!).
Moxo Reviews: What Do Moxo Users Say?
Moxo is a quite well-rated software, with a 4.5-star rating on G2, 77% of the placed reviews being 5-star ones, and only 2% covering the lowest rating of 1 star.
Moxo Pros & Cons (Based On Reviews)
Some of the positives Moxo’s users shared in their reviews are:
✅ Its ease of use. Like Amanda B. in her review saying: “The platform is relatively easy to use and the team was patient to walk us through the new items.”
✅ Others appreciated the ongoing help they received from Moxo’s Support and Customer Success team, as well as the efforts put in maintaining the customer relationships. Like Rae H., who said: “Huge appreciation to our Customer Success Manager, Aakash, for his hard work, spontaneous responses, and endless support!”
✅ And some praised specific features and functionalities, like Moxo’s client management tools. Amanda L. said in her review: “What I love about Moxo is that it is very user-friendly, very intuitive, and makes customer management much simpler and more organized.”
Yet, as we mentioned in the introduction above, Moxo is not a perfect tool.
And all of the categories G2 sorts the reviews into, this time boil down to one main pain point: missing or limiting features. For example:
❌ A verified user in the construction industry noted several things they’ve found missing or limiting in Moxo, saying: “There are areas where API functionality and third-party integrations could be expanded. Some customizations require workarounds, and template management can be rigid depending on how deep you’re building.”
❌ Amanda B. observed that Moxo is not evolving as a tool as fast as she’d appreciate, saying: “The only downside to note is waiting for new implementations to take place that would be useful now. We’ve shared a lot of ideas and most of them are pending future updates.”
❌ Ellen R., a CEO of a small business, noted how Moxo is not really a growth-friendly platform, especially not so for smaller businesses aiming to increase their revenue, saying: “Our biggest problem with Moxo is that they limit the number of users at our price point. We are considering other options since this stifles our ability to grow and increase our revenue.”
To sum it up quickly, while Moxo’s advantages are nice, the pain points seem to be really painful. Because what is an easy-to-use software if it ends up limiting your possibility of growth or forces you to find workarounds and take out duct tape to complete the actions you need it to?
5 Best Moxo Alternatives: A Deep Dive
Knowing why Moxo may not be the best choice for all users out there, let’s take a look at the best Moxo alternatives to choose between in 2025 and beyond. We’ll go through descriptions, reviews, pros & cons, features, pricing, and more.
Starting off with…
1. Zendo
Zendo is a client portal software platform that’s built to help you with all things related to clients, services, and project management. Initially, Zendo was built as a client communication platform, which remains the heart of the tool, with plenty of smart features and functionalities added over time.
For example, with Zendo, you can now:
- sell all types of productized services, from regular one-time offers to completely automated subscriptions,
- sell custom services for more intricate projects,
- build whole Service Catalogs and allow your clients to self-serve in purchasing your services,
- create complete client portals, even building custom spaces for each client (+ an internal team space if needed),
- collaborate on project and service delivery with tools like file sharing, file management, request status tracking, Kanban views to manage projects, automation features for repetitive workflows, and more,
- easily communicate with customers and team members using a built-in chat.
Many solutions offered by Zendo can be white-labeled, which is a great deal for agencies.
Highlight Feature: Fully Customizable Client Portals
Zendo’s highlight feature and the core of the platform is its ability to create fully customizable client portals. We mean here that you can:
- Embed external applications within the client portal. Essentially any external app, which content can be shared with a link or an iFrame can be embedded into Zendo. From AirTable to Calendly, Figma, Google Docs, YouTube, or TypeForm. That way, you can make it easy for your clients to perform additional actions, like fill out a survey, schedule a demo call, or simply check on the ongoing project’s progress.
- Cherry-pick, add, remove, rename, and rearrange the order of Zendo-provided applications, from Requests, to Messages, Quotes & Invoices, and more.
- Add headings, dividers, gaps, and change out the colors of your client portal sidebar to fit your business’s aesthetic perfectly.
- Create customizable onboarding experiences for every new customer to properly introduce them to the platform. There, you can add a custom welcome message, file of your choice, image, and a task checklist. Moreover, you can choose if the onboarding should be full-sized or show up as a less intrusive pop-up window.
What’s also needed to be mentioned is that you can create dedicated client portals for each customer or customer group, as well as separate spaces for team members. That way, everyone sees only what they ought to.
Zendo Pros & Cons (Based On Reviews)
Zendo boasts a 4.9-star rating on G2 with mostly 5-star reviews. Amongst the positives raised about Zendo, the following points come to the forefront:
✅ Comprehensive solution and robust features across use cases. Xavier D., a Managing Director of a small business said in his review that: “Zendo has provided me with a complete back-office solution for my Productised Service business. I can now launch a service and onboard a customer within minutes. Zendo provides my business with a centralised location for all client communication, which is incredibly handy.”
✅ Fair pricing. Like in the title of a review left by Adrian D., an SEO expert: “Affordable Client Portal for Small Businesses”
✅ Modern platform with a user-friendly interface confirmed by Mark B, who pointed out in his review that Zendo is intuitive to use and has the ability to white label many features.
✅ Easy customer & team collaboration platform with secure messaging. Prachi S. particularly noted the communication and collaboration features as Zendo’s best functionalities, saying: “It provides the feature to manage the leads and helps to interact with them and communicate with them.”
✅ Attentive support team. Mark B. also praised the collaboration with Zendo’s human support team, saying: “The team are alway on hand to answer any questions with speed an efficiency.”
In turn, some of the downsides to Zendo’s capabilities noted by users in 2023 are:
❌ Not enough features. Like Patryk M. said: “I’m fine now, but I’d love them to add some more features.”
❌ Not enough design options. Like Xavier D. noted: “There are few downsizes to Zendo’s platform. Increased design customisation would be a bonus.”
Yet, since 2023, Zendo has grown significantly, adding more and more advanced features (including in terms of design across functionalities), and now, focusing heavily on polishing existing ones to perfection on the road to Zendo 3.0.
Zendo Pricing
Zendo keeps its pricing simple and flexible, with a free plan to get you started and no credit card required.
You only pay based on how many internal users (team members) you add—clients are always unlimited and free to invite.
To be more specific. The Essential plan is free forever with 1 internal user, while the Pro plan starts at $37/month and includes 2 users, with extras at $15 each. For larger teams, the Max plan gives you unlimited internal users for $149/month. Whether you’re just starting out or scaling fast, Zendo grows with you—without hidden fees or surprises.
Who Is Zendo for?
Zendo is the ideal platform for small to medium businesses, particularly fitting those in the creative niches, from video editing, to copywriting, marketing, or design. If you’re also fond of productized services, you won’t find a better option than Zendo. This one’s been built to serve productized businesses, from one-time offers to subscriptions.
2. HoneyBook
The next option is a bit different. HoneyBook is a project-based platform built primarily for creatives and independent professionals to manage their clients’ projects. So even though it does offer the possibility to purchase services, it’s more focused on project management itself.
It combines proposals, contracts, invoicing, and scheduling in one intuitive dashboard. If you’re coming from Moxo and looking for a visually polished tool with a strong emphasis on client experience, HoneyBook might be worth considering.
But it’s definitely not a tool where client communication is at the very core. When we previously tested HoneyBook, comparing it with different tools from Dubsado to Zendo to Iris Works, Bloom, and more, we’ve found at least one tricky matter: the fact that when you try to use HoneyBook’s project pages as a customer portal for communicating with customers, each time you send a message, it doesn’t disappear. So you end up with a 5-foot-long page to scroll through with each project.
But if you’re not big on communicating with clients within the client portal, then HoneyBook will be just right.
Highlight Feature: Professional Templates
Putting communication aside and placing looks upfront, one of HoneyBook’s standout features is definitely its well-designed template kits library appropriate for many occasions.
To give you a clearer picture, HoneyBook offers a range of customizable templates, like invoices, contracts, questionnaires, and brochures that help streamline project management and keep branding consistent.
These templates save time by letting you reuse polished, professional documents across projects, industries, and use cases.
What’s really sweet, though, is the fact that you can combine multiple elements or individual templates into a single, seamless experience using Smart Files. This allows clients to review services, sign contracts, complete forms, and make payments all in one interactive document, making the entire process smoother and more efficient for both parties.
Pros & Cons (Based On Reviews)
HoneyBook is currently rated at 4.5 stars on G2, with 54% of the reviews placed being 5-star ones. Now, going off of the categorized feedback given by HoneyBook users, this tool is particularly noted for its:
✅ Ease of use. For example, Erika S., a photographer, said in her review: “I love how easy it is to use HoneyBook, and how streamlined it is to get a client booked, installments paid, and keep everything organized for each project.”
✅ Organizational features. Winnie T., a publicist, said in her review that HoneyBook really helps her keep her business organized: “I like that I can access pretty much all that I need in one place. Its taken my business up a notch professionally as well.”
✅ Others, like Sindy V., praised HoneyBook for its automations, which ultimately help with one main thing: saving time. Sindy said: “Automations are good and can save time. The system works well to keep track of prospects and clients.”
When it comes to complaints, users mention quite a few different areas in their G2 reviews. Most prominently:
❌ The steep learning curve. Like Connie E., who highlighted the need to hire a dedicated HoneyBook coach. Connie said: “I have only been using Honeybooks for about one month. In that time, I have learned a LOT on my own, as I poke through getting things set up. However, I think it is best if one hires one of their coaches to get everything set up. I will be doing that SOON!”
❌ Missing or not entirely smooth features. Sindy V., a project manager, mentioned several things that could work better in HoneyBook, among which are its project date syncs. Sindy said: “Project dates sync with your calendar for entire days, so adding dates in HB will block off your calendar completely and if you have a scheduling system connected to your calendar it is a complete mess.” Ultimately, calling HoneyBook “limited for advanced needs” she titled her review exactly that.
❌ HoneyBook is rather expensive. Cristina S., a photography business owner, said that the thing she dislikes about HoneyBook is: “How high the transaction fees are. I’d love to keep more of my money.” This is actually something we have also noticed, having tested HoneyBook previously. And that’s because HoneyBook does not work with external payment providers, but rather, acts as one instead, setting up the fees themselves.
What may also be a con for some, yet it’s not really mentioned in the G2 reviews, is the fact that HoneyBook allows only US and Canada-based businesses to use the project management tool. So, if you’ve found yourself in a different part of the world, HoneyBook will be off the charts for you.
All in all, looks and pretty templates are not everything when you’re faced with limitations, pricey software, and a tool you need to hire professional help to get started with, adding to the costs even more.
Pricing
HoneyBook offers three plans: Starter at $36/month for core client tools, Essentials at $59/month with automations and team features, and Premium at $129/month for full-scale support and unlimited access. All plans include a free trial to get started.
Who Is HoneyBook For?
HoneyBook is ideal for US or Canada-based solopreneurs, small studios, photographers, designers, coaches, and anyone who values a beautiful, branded client experience.
3. 17hats
Next up on the list is 17hats. It’s an all-in-one business management platform designed to simplify the administrative side of running a small business. From lead capture and project tracking to contracts, invoices, and time tracking, it offers a robust toolkit aimed at solo entrepreneurs and freelancers.
Now, compared to Moxo, 17hats leans more into backend organization than client-facing collaboration tools, offering a pretty simple client portal (as an add-on, too).
What’s worth noting is the fact that 17hats is a tool created with a few industries in mind specifically, mostly creative ones, like photography, coaching, or even wedding planning or DJ-ing. You’ll find that working in these fields, 17hats offers much more, including perfectly-fitting and well-thought-out workflows for your branded processes.
Highlight Feature: Task Management
17hats makes staying organized super easy with its built-in task management tools. You can create to-do lists tied to specific projects or just general ones to keep track of your daily grind.
What really stands out is the ability to automate tasks using workflows—so repetitive stuff like sending emails or reminders basically runs itself. Everything’s laid out neatly on your dashboard and calendar, so deadlines don’t sneak up on you. Plus, if you’re working with a team, you can assign tasks to others and keep everyone on the same page.
Pros & Cons (Based On Reviews)
17hats is currently rated at 4.4 out of 5 stars on G2, with 69% of the submitted reviews being 5-star ones, and only 1% being 1-star.
The praising parts of 17hats’ reviews cover things like:
✅ 17hats taking all administrative tasks, documents, and records into a single source of truth. Iryna I. says: “17hats allows me to have all my business administrative tasks and all records and documents related to each client in one place. The best part is that most of the tasks are automated, eliminating the need to hire an assistant for those tasks.”
✅ 17hats’ support team. Liz A., for example, shared in their review this reflection: “The support team? Superstars—they’ve got your back 24/7.”
✅ Or specific features, like 17hats’ lead capture. Tara T., a professional photographer said in her review: “I think my favorite feature is the lead capture because it feeds into so many of the other features.”
Of course, it’s not all roses. What bugs some 17hats users is:
❌ Some missing features. Taylor J., a Virtual Assistant shared: “I wish the invoices were more customizable and there are some other misc. features that would be nice to have.”
❌ Some initial difficulties and the look of 17hats’ website. Anirudh K. said in their review that: “There were some initial difficulties while syncing email accounts and bank accounts, rest all was fine. Also, the website feels a bit overcrowded and it gives a very cluttered impression.”
Still, several of the reviews can’t find a single thing to dislike about 17hats. One user even compared 17hats to HoneyBook in their review, saying: “I have been using 17hats for a few months and so far there is nothing that I dislike about it. I have used Honeybook and I like 17hats, I am able to find what I am looking for a lot easier.”
Pricing
17hats pricing was pretty…complex. To say it lightly. So much so that we’ve written a dedicated article comparing all the plans, add-ons, and combinations you can go for when considering 17hats. But better, put on all your thinking hats for deciphering that one.
Now, the platform owners seem to have noticed and changed it to be simpler. 17hats now offers one all-inclusive plan starting at $60/month. You can save more by choosing a yearly ($600) or bi-yearly ($800) payment. New users can also skip the trial and get 50% off their first year—$300 for one year or $400 for two.
Who Is 17hats For?
17hats is best suited for solopreneurs, consultants, and creatives who want serious organization without juggling multiple tools. It’s especially great for those who manage recurring client tasks and want to automate their entire business backend.
4. SuiteDash
SuiteDash is a powerful, all-in-one client portal and business management platform built for teams that need serious customization.
Unlike Moxo’s streamlined client communication focus, SuiteDash combines CRM, project management, file sharing, invoicing, integration capabilities, and even email marketing—all under one roof. It’s a solid option for businesses looking to replace multiple tools with a single, white-labeled solution.
Highlight Feature: Client Roles & LMS Learning
What sets apart SuiteDash’s client portal is how deeply it helps you build and manage client relationships—not just track them. You’re not just inviting clients to a platform; you’re guiding them through personalized onboarding experiences and even offering tailored learning through built-in LMS tools.
Here’s how it works: you can create Contacts and assign them to Companies, each with distinct roles like Lead, Prospect, or Client—each role unlocking different capabilities. Want to group clients by roles like CEOs or subscribers? Use Circles to organize and target them with personalized emails or resources.
And it doesn’t stop at onboarding. With the built-in Learning Management System, you can deliver engaging content to clients or your team—whether it’s product training, company values, or tutorial videos. It’s a complete journey from first contact to confident, long-term collaboration.
Pros & Cons (Based On Reviews)
SuiteDash is currently rated at 4.8 out of 5 stars on G2, with as many as 90% of the reviews being 5-star ratings. Let’s now see what real SuiteDash users have to say about the tool. Here are the key benefits they appreciate:
✅ Features, feature richness, and “all-in-one solutions” are three different categories identified by G2 based on user reviews, all relating to somewhat the same thing—SuiteDash comprehensive features. Like Ramzi K., an Urban Planner said: “From CRM automation and client onboarding to digital marketing and appointment scheduling, SuiteDash has it all covered.”
✅ Another big thing noted across reviews is how customizable SuiteDash is. Fernando R. said in their review: “The platform is highly customizable, making it easy to tailor to our specific needs.”
What’s not as fun about SuiteDash, though, is also one thing hidden under different names, but boiling down to one thing: a steep learning curve.
❌ For example, Keith W. said in his review that what he dislikes about SuiteDash the most is: “Complex Setup: I found setting up SuiteDash a bit complex initially until I understood the system by going through the numerous tutorials.” Keith also noticed some performance issues: “SuiteDash is a bit slow when navigating between the various pages.”
A double-edged sword is essentially what SuiteDash’s pros and cons are all about. On one hand, you get a whole lot of features, on the other, you have to take a long time learning and, most importantly, implementing them into your processes. Taking the start threshold to a whole ‘nother level.
Pricing
SuiteDash offers flexible pricing to match your business growth, starting with the Start plan at just $19/month—perfect for laying a solid foundation with unlimited CRM contacts, portals, and even a custom-branded mobile app. As your business scales, the Thrive plan at $49/month adds powerful growth tools like autoresponders, live chat, and 500GB storage. For those going all-in, the Pinnacle plan at $99/month unlocks full automation, LMS, client journeys, and 2TB of storage. Every plan includes a free trial.
Who Is SuiteDash For?
SuiteDash is ideal for agencies, consultants, law firms, and service-based teams that need deep customization, branded portals, and centralized client operations. It’s especially appealing to businesses replacing several SaaS business tools with one unified platform.
5. PandaDoc
Last, but certainly not least…
If you’re looking for a Moxo alternative that covers particularly one of the features very well, specifically, electronic signing, you’re in the right spot of this article.
PandaDoc is built for creating, sending, and signing documents like proposals, contracts, and quotes—all in one smooth workflow. While Moxo does offer e-signatures, PandaDoc takes it further with advanced features like payment collection, detailed document analytics, and deep CRM integrations.
Highlight Feature: E-signatures Workflows
With PandaDoc’s e-signature workflows, getting documents signed is easier than ever. You can set up the entire process in just a few clicks—drag and drop signature fields, assign roles, and send it off.
Whether you need signatures in a specific order or want everyone to sign at once, the flexible workflows have you covered. Plus, you can build in approvals and use smart conditions to keep everything on track.
You’ll always know where things stand thanks to real-time tracking and detailed audit trails. It’s secure, legally binding, and integrates smoothly with your favorite tools—so you can spend less time chasing signatures and more time closing deals.
Pros & Cons (Based On Reviews)
PandaDoc is a well-rated software on G2, with the current rating being 4.7 stars and 87% of the reviews being the highest rating. Their users praise several things, including:
✅ How easy PandaDoc is to use. Nitra B., an Administrative Assistant, confirmed it in their review saying something very straightforward: “PandaDoc is very easy to use.”
✅ The e-signing features. Like Denisa C., a Marketing Specialist, who said this in their review: “My clients can sign documents from anywhere in the world. The receipt of the signature certificate that can prove the authenticity of the signatures.”, marking electronic signatures as the feature they like best about PandaDoc.
In turn, some of the dislikes point to:
❌ Pushy tactics. Like Monique W., who said: “The only thing I don’t like is when my client signs, the system asks if they want to use PandaDoc. I get it, they are looking for more businesses, but it’s a little confusing at times for the client.”
❌ Slight inconveniences within the platform. Daniel F., a corporate paralegal and comptroller said in their review: “Would love to have a build-in pre signature document edit for an adobe or word doc that you upload and there is a wrong date or misspelled name or grammar error. Dislike having to discard, edit a new document, then upload and start from scratch.”
Others also pointed out some limitations with editing, limitations with sending messages to customers, or expensive pricing for businesses that are just starting out.
Pricing
PandaDoc offers three plans: Starter at $35/month for easy document creation and e-signatures, Business at $65/month with advanced business functions, sales tools, and CRM integrations, and customizable Enterprise pricing for full automation and collaboration. A free trial is available with no credit card needed.
Who Is PandaDoc For?
PandaDoc is best for businesses where documents are the client experience. If your team frequently sends proposals, quotes, contracts, and invoices—and wants them to look great, convert better, and automate follow-ups—PandaDoc may be a smarter fit than Moxo. Especially if you’ve ever wished Moxo would let you handle paperwork more elegantly.
Moxo Alternatives: Final Choice
Whether you’re looking for deeper customization, an intuitive user interface, smoother collaboration, scheduling tools, or simply better value, there’s no shortage of strong Moxo alternatives in 2025.
From Zendo’s productized service focus to PandaDoc’s seamless e-signatures, each platform brings its own strengths. The best choice? The one that fits your workflow—not the other way around.
