A better way to work with clients
Motion.io’s perfect blend of project management and client portal software keeps customers engaged and makes life easy for you and your team.
WHITE-LABEL CLIENT PORTALS
AUTOMATIONS & REMINDERS
PROJECT MANAGEMENT
FILE SHARING
& STORAGE
THOUSANDS OF INTEGRATIONS
INTERNAL REPORTING
No credit card required.
Motion.io Client Portals vs. Copilot
Spend less time chasing clients and more time delighting them by automating the collection of files, feedback, signatures, and forms.
White-label client portals
Create & assign client tasks
Assign tasks to internal team members
Billing & Invoicing
Password-protected portals
Loginless portal access (magic links)
File feedback & approval requests
Custom app embeds
Zapier integration
Built-in appointment scheduler
Built-in digital signatures
Turn-key automated task reminders
Help desk w/ support ticketing
Accelerate onboarding and increase client engagement
Spend less time chasing clients and more time delighting them by automating the collection of files, feedback, signatures, and forms.
White-label client portals
Create & assign client tasks
Internal team tasks
Built-in Billing & Invoicing
Password-protected portals
Loginless portal access
File feedback & approvals
Custom app embeds
Zapier integration
Built-in appointment scheduler
Built-in digital signatures
Automated task reminders
Help desk w/ support ticketing
What customers have to say
Jess Tebben
Crown Jewel Marketing
“Our team was initially attracted to Motion.io’s file approvals because we were having trouble collecting client feedback in a timely and clear manner, but soon realized it could streamline our process even further. Motion.io has become an integral tool for client onboarding, enabling us to collect assets and information before projects begin. It’s made a huge difference in how smoothly we operate.”
Bryan Rambow
Rambow SEO
“I realized early on that Motion.io’s client tasks and automated reminders would make my life easier, but what surprised me was how much my clients loved using it. Clients have been ecstatic about being provided with a central hub where they can easily provide information, access campaign information, and see what is going on in a project without creating another account or logging in.”
Designed for client-focused businesses
Motion.io slides into your existing process and technology to automate workflows and deliver an exceptional client experience — no complicated setup required.
