A single home for customer success
Impress clients from day one by inviting them to a central hub where they can complete tasks, view information, and access any other tools your business uses.
Provide a Helpdesk for customers to submit support requests directly in their client portals and empower your team to manage tickets in a centralized dashboard.
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.
Enable clients to submit support tickets directly in their portals and power your team to manage tickets in a centralized dashboard. Use internal notes to loop in other team members or provide clarification without worrying about clients seeing the behind-the-scenes shop talk related to a support request.
Motion.io’s built-in chat integration provides clients an easy way to send messages, upload files, and communicate with your team throughout your work together.
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.
Create private notes associated with projects that only you and your team members can access. Use project notes to keep a record of live conversations with clients, share important project details, and document standard operating procedures.
Create shared folders that allow clients to access project files directly from their portals without navigating to a separate website or app.
Create automated workflows that keep projects moving while reducing the number of emails, meetings, and manual tasks required of your team.
Learn the platform in less than an hour. Start elevating your client experience in less than a day.