Client portal software that helps you run projects faster
Automate your onboarding process, collect information faster, and make your team's communication and collaboration with clients seamless.
Client portal software built for service businesses
One home to work with clients
No more managing client tasks and team tasks in separate software apps. Collect client information, share updates, communicate and manage internal workflows in one place.
Elevate your customer experience
From onboarding to ongoing support, make it easy for customers to access information and provide what your team needs in fully white-labeled and loginless portals.
One home for client projects
Eliminate manual reminders and update emails by creating custom workflows that automatically assign tasks and keep clients in the loops as projects progress.
Client portals + project management in one platform
Client Tasks
Use Motion.io’s powerful task builder to assign tasks that auto-remind clients of anything you need them to do, sign, submit, or approve. Clients complete tasks in loginless portals fully white-labeled to your business and brand.
Customizable Portals
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.
Project Progress Tracker
Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.
Project Templates
Create reusable project templates that automatically pull in all the tasks, project stages, and portal pages you need and automate your client onboarding process.
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Loginless Client Access
Simple and secure, clients access their portals by clicking a magic link sent to their email – no accountor login required.
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FAQ
In Motion.io, clients complete tasks and view information or updates related to the projects you’ve invited them to through their client portals. Portals in Motion.io are loginless for clients to access, branded to your business, and can be customized to give clients access to additional information, websites, or software they’ll need throughout a project.
Projects are the foundation for managing client work in Motion.io. Each Project serves as a centralized workspace that brings together all tasks, files, and communication related to a specific client engagement. In addition to being the primary hub for collaboration between your team and clients, Projects also give you complete control over the information and tools your clients can access within their portal.
No -- you can create as many projects and client portals as you need, and invite an unlimited number of clients, regardless of your plan. There are no caps or hidden restrictions.
Motion.io gives you a variety of customization options so your client portals look and feel like an extension of your brand. Upload your logo and set a brand color to ensure every client portal aligns with your visual identity. Customize Portal Pages to tailor the content of each portal by adding or editing pages like the Welcome Page, About Page, and even custom pages with rich text, images, and videos. Use a Custom Domain or Subdomain to create a fully white-labeled experience by connecting a custom domain or subdomain (like clients.yourcompany.com) so clients access their portals on a URL that reflects your brand.
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