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Moxo's customer onboarding platform is designed to streamline and automate the onboarding process for businesses, particularly in B2B contexts. It offers configurable workflows that integrate various business actions such as forms, file requests, tasks, approvals, acknowledgements, and third-party objects. Users can save frequent processes as templates for organizational use. The platform emphasizes eliminating manual, time-consuming tasks, reducing bottlenecks, and enhancing collaboration between businesses and their customers, vendors, and partners.
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