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(updated 1/2025)
Copilot vs. Moxo
While both Copilot and Moxo promise an all-in-one platform, Copilot delivers a smoother user experience, deeper capabilities for scaling, and a mature developer platform that helps you shape your portal. If you’re looking for an intuitive solution you can grow into, Copilot is the better choice.
- Copilot delivers a more seamless user experience
- Copilot delivers a more complete all-in-one platform
- Copilot will better support you as you scale
- Copilot’s developer platform is more mature
Copilot
4.8
Overall G2 score
Moxo
4.5
Overall G2 score
What do customer say on G2?
Accounting, real estate, financial services, marketing, and consulting firms choose Copilot over Moxo for its superior features, competitive pricing, and unmatched support and training.
Meets Requirements
Ease of Use
Ease of Setup
Ease of Admin
Quality of Support
Capabilities
Copilot delivers a more complete all-in-one platform
Copilot offers a fully integrated client management and portal solution, helping you streamline operations internally and deliver a standout client experience in one unified product. In contrast, Moxo lacks essential functionality like a full-fledged CRM and payment tools, and it charges extra for many key features.
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|---|---|---|---|---|
Messaging and team inbox | | | ||
File-sharing and intake forms | | | ||
Proposals and contracts | | | ||
Task and project management | | | ||
Automations | | | ||
Full CRM | | | ||
Invoices, subscriptions, pay links | | | ||
Embeds & links | | | ||
App Visibility — Control which clients can see each app | | | ||
Client Access — Control which team members can access each client | | |
Support & Success
Copilot is more customer friendly
Both companies provide elevated support for larger customers. Copilot, however, offers a full-access trial for hands-on exploration, a thriving community, and transparent, straightforward pricing.
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|---|---|---|---|---|
Elevated support — Priority support & dedicated success manager | | | ||
Self-serve — Start a full-access trial to explore features on your own | | | ||
Community — Connect with other businesses and share insights | | | ||
Transparent pricing — Publicly listed for predictable costs | | | ||
Simple pricing — No add-on fees for essentials like live chat or custom domains | | |
Platform
Copilot’s developer platform is more mature
Both companies provide a robust API and SDK, but Copilot stands out with public API documentation, open-source support, and a growing app store that continuously expands the platform’s capabilities.
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|---|---|---|---|---|
Comprehensive API & SDK | | | ||
Public API — Docs are publicly accessible, letting any developer experiment and test | | | ||
Custom Apps — Securely embed private web apps into your client portal via iframe | | | ||
App Store — Install marketplace apps built by other developers | | | ||
Open-source — Start by cloning a Custom App base and explore open-sourced apps for inspiration | | | ||
Zapier and Make | | | Hundreds of triggers and actions | Limited support |
Your team and clients deserve better than Moxo
