Get what you need from clients
on time, every time.
Automate your onboarding process, collect information faster, and make your team's communication and collaboration with clients seamless.
Client tasks, to-do's, and action items made easy.
Automate your onboarding flow
Automatically invite clients to loginless portals where they can sign documents, submit forms, and upload files the moment they give the go-ahead for work to begin.
Eliminate follow up emails & manual work
Set up automated reminders for client tasks in a single click. Build custom workflows that automatically assign tasks as you need clients to complete them.
A single home base for you & your clients
No more jumping between email inboxes and software apps. Motion.io provides all of the tools needed to communicate and collaborate with clients in one place.
Email doesn’t work for client tasks; Motion.io’s task builder does.
Motion.io's client tasks are a better way to have clients provide information and complete action items. Choose from 5 powerful task options to add anything you need clients to do directly to tasks they can complete in loginless portals.
Embed websites & software
Paste shareable links or iFrame embed codes into tasks to connect external tools and allow customers to schedule appointments, make payments, and more without leaving their portals.
Collect files
Create file collection tasks to get documents, brand assets, and any other information your team needs, organized all in one place.
Attach forms
Add forms built with Motion.io’s drag-and-drop builder to client tasks. If information is needed after a form is submitted, flag it as “Incomplete” to let your customers know and allow them to make your requested updates.
Feedback & approvals
Attach images, videos, and PDFs to client tasks to have customers review, annotate, and approve files you send them.
Require signatures
Collect customer signatures on contracts, scope of work agreements, and more. Toggle on the “Require Signature” task option to automatically add a signature field to the bottom of files or forms attached to tasks.
The project management platform built for client work
Everything you need to manage client projects in one place. No bells and whistles; just the tools you need to complete client projects faster.
