Moxo

Moxo, formerly known as Moxtra, provides a robust client interaction hub designed to streamline complex business workflows. Its platform is widely used by high-stakes industries such as financial services, legal, and healthcare to manage client onboarding, document collection, and secure communication. For affiliates and partners, Moxo offers a tiered referral program managed through PartnerStack, allowing participants to earn commissions by connecting businesses with their service orchestration tools.

The referral program is structured to reward performance with increasing incentives. Partners start at the Bronze level, earning a 15% one-time commission on the Annual Recurring Revenue (ARR) for the first year of a referred customer's agreement. As partners refer more business and hit specific revenue milestones—such as $30,000 in aggregate ARR—they can advance to higher tiers like Silver or Gold, where commission rates increase to 20% and 25% respectively. This structure is particularly appealing for consultants and B2B professionals who work with organizations looking to modernize their external relationship management.

From a technical perspective, Moxo provides a 12-month window from the time a lead is accepted for that lead to convert into a paying customer. Tracking and payouts are handled via the PartnerStack dashboard, supporting flexible payment methods including PayPal, Stripe, and direct deposit. Affiliates should note that the program enforces strict guidelines regarding marketing channels, specifically prohibiting the use of branded keywords in paid search advertising. Successful partners typically leverage their professional networks or specialized industry expertise to recommend Moxo as a solution for automating disjointed business processes into unified, secure digital experiences.