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.
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.
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.
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.
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.
Learn the platform in less than an hour. Start elevating your client experience in less than a day.
Enter your information below and we'll send you an email with a link to our Google Sheets project progress tracker template.