The project management platformbuilt 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.
Identify roadblocks & eliminate bottlenecks
Track the status of each client project your team manages in a single dashboard. Get clear visibility into overdue tasks and dependencies preventing project progress.
Keep projects moving with automation
Set up automated reminders for client and internal tasks in a single click. Build custom workflows that automatically assign tasks as you need them completed.
One home for both team and client collaboration
No more jumping between email inboxes and separate software apps. Motion.io provides the ability to communicate with clients & team members in one central hub.
Project management
& client portal software- together at last
Instead of using separate tools for client-facing and internal team collaboration, Motion.io’s allows your business to manage all communication, tasks, and files related to client projects in one place.
Your team's toolkit for streamlining project completion
Client Portals
Client Tasks
Internal Tasks
Project Notes
Project Templates
Helpdesk
Automated Workflows
Integrations
Client 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.
Client Tasks
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.
Internal Tasks
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.
Project Notes
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.
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.
Helpdesk
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.
Automated Workflows
Create automated workflows that keep projects moving while reducing the number of emails, meetings, and manual tasks required of your team.
Integrations
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.
Try Motion.io
Learn the platform in less than an hour. Start elevating your client experience in less than a day.