Onboard clients
& manage projects in one place
fewer
client emails, phone calls, and meetings
increase
in client engagement during projects
faster
collection of client information
Create automated workflows to reduce the number of emails, meetings, and manual tasks.
Motion.io’s client tasks replace back-and-forth emails and endless threads. Set due dates and toggle on reminders to automatically notify customers of anything you need them to do, sign, submit, or approve.
Assign tasks, share files, and connect to 1000s of other software tools to give customers access to everything they’ll need in loginless and fully white-labeled client portals.
Attach images, videos, and PDFs to tasks and have customers review, annotate, and approve files you send them directly in their client portals.
Stop chasing down customers to get the signatures, files, and documents you need. Create file collection requests to get the information your team needs from clients when you need it, organized all in one place.
Have clients submit support requests directly in their client portals to empower your team to manage tickets and communicate with customers in a centralized dashboard.
Connect 1000s of tools directly to your Motion.io Client Portals. Embed apps into client tasks & portal pages, or use Zapier to create automations between Motion.io and other software you use.
Crown Jewel Marketing
Rambow SEO
Learn the platform in less than an hour. Start elevating your client experience in less than a day.
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