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.
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.
Create reusable project templates that automatically pull in all the tasks, project stages, and portal pages you need and automate your client onboarding process.
Create internal tasks that communicate to clients what your team is working on and when they can expect it to be completed.
Create automated workflows that keep projects moving while reducing the number of emails, meetings, and manual tasks required of your team.
Motion.io slides into your existing process and technology to automate workflows and deliver an exceptional client experience — no complicated setup required.