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.

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.

Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.

Give clients a high-level view of what you and your team are working on without seeing the behind-the-scenes shop talk. Create private sub-tasks, share files, and send messages associated with Internal Tasks that are accessible to your team but remain hidden from clients in their Motion.io portals.

Create private notes associated with projects only you and your team members can access. Use project notes to share important details, take notes about live conversations, and document standard operating procedures.

Create reusable project templates that automatically pull in all the tasks, project stages, and portal pages you need and automate your client onboarding process.

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.

Create automated workflows that keep projects moving while reducing the number of emails, meetings, and manual tasks required of your team.

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.