Moxo vs Copilot

by Gralio Feb 07, 2025

Moxo and Copilot are client interaction platforms with distinct strengths. Moxo is better for businesses that require video conferencing, e-signatures and serves a wider range of industries. Copilot is better for businesses seeking a streamlined, cost-effective client portal focused on core communication and file-sharing features.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 306 reviews and 60 websites, saving 2 hours, 12 minutes of reading.

Moxo

Website LinkedIn Twitter

Copilot

Website LinkedIn Twitter

About

Moxo helps mid-sized businesses streamline client, vendor, and partner interactions. This secure platform allows you to create automated workflows, manage projects, collect documents, and host video meetings. By centralizing communications and offering project tracking, Moxo reduces email clutter and keeps everyone on the same page. This leads to faster onboarding, smoother project delivery, and increased efficiency for various teams, including financial, legal, and consulting.

Copilot is a client portal platform designed for service-based businesses of all sizes. It provides a central hub for client interactions, offering tools such as secure messaging, file sharing, contract management, billing, and form creation. The platform is customizable and integrates with other popular business applications. Copilot aims to streamline client management, improve communication, and automate workflows for businesses in various industries.

Summary

Main difference

Moxo offers a wider range of features like video meetings and e-signature, making it suitable for businesses needing a comprehensive client interaction platform. Copilot focuses on core client portal features, ideal for businesses primarily needing secure messaging, file sharing, and basic project management.

Relative strengths of Moxo (compared to Copilot)

Provides built-in video meeting capabilities, facilitating real-time client interaction.
Offers e-signature functionality, streamlining document workflows and approvals.
Caters to a broader set of industries, including Retail, Hospitality & Tourism, and Non-profit & Government.

Relative weaknesses of Moxo (compared to Copilot)

Lacks robust integrations with popular business applications.
Pricing is not transparent, making it difficult to compare plans.
Users report inconsistent notifications and confusing terminology.

Who should use Moxo VS. Copilot

Moxo is a client interaction hub for mid-sized businesses, streamlining communication and project management. It centralizes client interactions, automates workflows, and enhances team collaboration. Users praise its ease of use and positive impact on client experience, while some note a need for improved file management and integrations. Best for retail, hospitality, software, non-profit, marketing, and automotive sectors.

Copilot is a client portal platform ideal for service-based businesses seeking to streamline client interactions and project management. Users praise its easy setup, clean interface, and excellent customer support. However, some have noted issues with QuickBooks integration and limited portal layout control. Copilot centralizes client communication, manages files, and automates workflows, making it a valuable tool for improving client relationships and overall efficiency.

Best for mid-sized businesses seeking enhanced client interaction management.
Ideal for retail, hospitality, software, non-profit, marketing, and automotive industries.

Best for small businesses but suitable for medium and large enterprises.
Ideal for service-based businesses like accounting, marketing, and consulting.

Moxo and Copilot features

Supported

Partially supported

Not supported

Type in the name of the feature or in your own words tell us what you need

Secure Client Messaging

Supported

Moxo offers secure client messaging within its platform, ensuring data privacy and protection.

Unknown

It is unclear if Copilot supports secure client messaging.
Invoicing

Supported

Moxo supports creating, sending, and managing invoices, automating reminders, and integrating with accounting systems.

Supported

Copilot supports invoicing via the Billing App.
Tasks

Partially supported

Tasks can be assigned indirectly to clients via shared workspaces.

Supported

Copilot enables assigning tasks to clients for better organization via its Tasks App.
File sharing

Supported

Moxo allows secure file sharing with clients, enhancing collaboration and saving time.

Supported

Copilot allows secure file sharing with clients, including customizable permissions.
Client portal

Supported

Moxo provides a dedicated client portal login space.

Supported

Copilot offers a dedicated client portal login space accessible via web and mobile.
Real-time chat

Supported

Moxo supports real-time chat with clients via Moxo Chat.

Unknown

Copilot might not support real-time chat with clients directly.

Qualities

Value and Pricing Transparency

-0.33

Rather negative sentiment

-0.14

Neutral sentiment
Customer Service

+1

Strongly positive sentiment

+1

Strongly positive sentiment
Ease of Use

+0.87

Strongly positive sentiment

+1

Strongly positive sentiment
Reliability and Performance

+1

Strongly positive sentiment

+0.75

Strongly positive sentiment
Ease of Implementation

+0.75

Strongly positive sentiment

+0.83

Strongly positive sentiment
Scalability

+1

Strongly positive sentiment

No data

Moxo and Copilot Pricing

No data

User sentiment

Rather negative

-0.33

See full Pricing page

Copilot is a business management platform that offers a suite of tools to streamline client interactions, project management, and financial operations. There are four pricing tiers: Starter, Professional, Advanced, and Enterprise. Each plan includes core features like CRM, client portal, messaging, invoicing, and task management. Higher-tier plans offer additional benefits such as custom domain, API access, advanced security features, and priority support. The Enterprise plan provides tailored pricing based on specific business requirements.

Plans

User sentiment

Neutral

-0.14

See full Pricing page

Moxo and Copilot review insights

306 reviews analysed from

Users love

User-friendly and intuitive interface, praised for its ease of use.
Centralized platform for client communication, document management, and project tracking.
Increased efficiency and streamlined workflows, leading to faster onboarding and project delivery.
Exceptional customer support, commended for responsiveness and helpfulness.
Positive impact on client experience, enhancing communication and satisfaction.

Easy setup and customization.
Clean and user-friendly interface.
Excellent, responsive customer support.
Centralized client communication and resource hub.
Flexible app integrations for diverse business needs.

Users dislike

Lack of automation in flows and limited integrations with other applications.
Limited customization for branding and notification preferences.
File management needs improvement - inability to upload folders.
Inconsistent notification system with excessive notifications for some users.
Some users find the terminology confusing (e.g., "flow" vs "workspace").

Quickbooks linking issues require extra invoice management.
Limited control over portal layout.
Custom domains limited to higher-tier plans.
Limited native integrations, some requiring external links.
Client billing area needs improvement.

Moxo and Copilot Ratings

G2

4.5/5

(146)
Glassdoor

4.2/5

(65)

G2

4.8/5

(212)

Company health

Employee growth

6% increase in the last year

8% increase in the last year

Web traffic

12% decrease in the last quarter

34% increase in the last quarter

Financing

October 2014 - $20M

February 2023 - $10M

How customizable are the client portals in each product?

Moxo's client portal offers limited customization, with users reporting difficulties in branding and notification preferences. Copilot, while customizable, restricts custom domains to higher-tier plans, and users desire more control over the portal layout. Therefore, neither product offers extensive client portal customization, but Copilot provides slightly more flexibility than Moxo, especially on higher-priced plans.

Which product better integrates with existing accounting software?

Copilot is likely the better choice for accounting software integration. While Moxo has limitations with integrations, Copilot specifically mentions integrations with other popular business applications and features a Billing App, indicating a stronger focus on financial processes and a higher probability of compatibility with existing accounting software. Copilot users do mention QuickBooks linking issues, but this suggests some level of integration exists, whereas Moxo's integration capabilities are less clear.

What are the advantages of Moxo?

Moxo offers a centralized platform for client communication, document management, and project tracking, leading to increased efficiency and streamlined workflows. Users praise its user-friendly interface and exceptional customer support. It's particularly well-suited for mid-sized businesses in sectors like financial, legal, and consulting, aiming to improve client onboarding and project delivery.

What are the disadvantages of Moxo?

Moxo users report a lack of automation in workflows and limited integrations. Some find the terminology confusing, and the file management system needs improvement, lacking the ability to upload folders. The notification system has also been criticized for inconsistency and excessive notifications. Finally, limited customization options for branding and notifications are also mentioned as drawbacks.

Alternatives to Moxo and Copilot

ClickUp

ClickUp is a comprehensive work management platform designed to consolidate various work processes into one centralized location. It offers a wide array of features including task management, project planning, document collaboration, communication tools, goal setting, and automation options. ClickUp aims to enhance team collaboration, improve visibility across projects, and streamline workflows for increased productivity regardless of team size or industry.

HCL Verse

HCL Verse is a business email platform designed to streamline your workflow and enhance team collaboration. It offers a clutter-free interface that prioritizes important messages, meetings, and tasks. With integrated tools like instant messaging, file sharing, and a company-wide calendar, it centralizes communication and simplifies project management. HCL Verse is accessible on desktop and mobile devices, ensuring you stay connected. Its security features safeguard your communications and data. While suitable for various business sizes, its focus on collaboration and efficiency might be particularly valuable for mid-sized companies seeking to optimize their operations.

Ahsuite

Ahsuite is a client portal software designed for service businesses of all sizes. It allows you to create a secure online space where you can share documents, manage tasks, and communicate with clients. Ahsuite aims to streamline client communication and project management by providing a central hub for all interactions, replacing the need for scattered emails and tools. It offers features like file sharing, task management, embeddable dashboards, and integrations with various business applications. You can grant clients access to specific information, fostering transparency and collaboration.

Google Workspace

Google Workspace is a suite of online productivity and collaboration tools for businesses of all sizes. It includes popular apps like Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet and more. Google Workspace aims to provide a seamless and integrated experience for communication, document creation, file storage, and team collaboration, all accessible from any device with an internet connection. It stands out with its user-friendly interface and strong collaboration features.

SuiteDash

SuiteDash is a cloud-based software platform designed for small and medium-sized businesses. It offers a comprehensive suite of tools including CRM, project management, billing, online appointment scheduling, file sharing, and a client portal. SuiteDash aims to replace multiple single-purpose software solutions with one integrated platform, saving businesses money and streamlining operations. The platform is fully customizable to match your brand and offers automation features to improve efficiency.

ZapScale

ZapScale is a customer success platform designed for B2B SaaS companies. It pulls data from your existing tools to give you a complete view of your customer's health and predict potential churn. ZapScale offers automated workflows, pre-built playbooks, and easy task management to help your team improve productivity and focus on customer satisfaction. This platform is known for its ease of use and fast implementation.

Page co-authored by

Michal Kaczor

CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

Tymon Terlikiewicz

CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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