About Motion.io

Using Motion.io's client portal and project management software, your business can automate client onboarding, increase engagement, and elevate your client experience.

Get what you need from clients with minimal effort: ask once, and Motion.io automatically follows up until your client completes their tasks. And Motion.io’s built-in messaging, helpdesk, and loginless access makes client communication simple every step of the way.

With its endless integrations, businesses can connect all their existing services into a single hub for their clients, combining their favorite services for payments, scheduling, signatures, and more in one place.

Pricing starting from:

US$79.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Motion.io

- White-label client portals
- Create & assign client tasks
- Assign tasks to internal team members
- Turn-key automated task reminders
- Loginless portal access (magic links)
- File feedback & approval requests
- Unlimited file sharing and storage
- Custom app embeds
- Zapier integration
- Built-in digital signatures
- Help desk w/ support ticketing

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Countries available

Albania, Andorra, Australia, Austria, Belarus and 53 others

Supported Languages

English

Pricing starting from:

US$79.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Motion.io Software - Motion.io’s perfect blend of project management and client portal software keeps customers engaged and makes life easy for you and your team.
Motion.io Software - Provide a central hub for clients to get your team the information you need faster -- fully customized to your business and brand.
Motion.io Software - Motion.io's client tasks empower your team to spend less time chasing clients and more time delighting them by automating the collection of files, signatures, feedback, and forms.
Motion.io Software - Create reusable project templates, collect feedback & approvals, and provide a help desk in your client portals.
Motion.io Software - Connect the software tools you already use to Motion.io by embedding them in tasks or adding them to custom pages clients can access directly within their portals.
Motion.io Software - Learn the platform in less than an hour. Start elevating your client experience in less than a day. Try Motion.io for free today.
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Motion.io video
Motion.io Software - Motion.io’s perfect blend of project management and client portal software keeps customers engaged and makes life easy for you and your team.
Motion.io Software - Provide a central hub for clients to get your team the information you need faster -- fully customized to your business and brand.
Motion.io Software - Motion.io's client tasks empower your team to spend less time chasing clients and more time delighting them by automating the collection of files, signatures, feedback, and forms.
Motion.io Software - Create reusable project templates, collect feedback & approvals, and provide a help desk in your client portals.
Motion.io Software - Connect the software tools you already use to Motion.io by embedding them in tasks or adding them to custom pages clients can access directly within their portals.
Motion.io Software - Learn the platform in less than an hour. Start elevating your client experience in less than a day. Try Motion.io for free today.

Features

Total features of Motion.io: 118

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Analytics
  • Annotations
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Business Process Automation
  • Business Process Control
  • CRM
  • Chat/Messaging
  • Checklists
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Dashboard
  • Customisable Forms
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Security
  • Data Visualisation
  • Discussions/Forums
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Email Templates
  • Employee Portal
  • Event Triggered Actions
  • Feedback Management
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Form Builder
  • Forms Automation
  • Forms Management
  • Gantt/Timeline View
  • Goal Setting/Tracking
  • Issue Management
  • Knowledge Base Management
  • Milestone Tracking
  • Mobile Access
  • Multiple Projects
  • No-Code
  • Onboarding
  • Performance Metrics
  • Personalisation
  • Prioritisation
  • Progress Tracking
  • Project Management
  • Project Planning/Scheduling
  • Project Workflow
  • Real Time Editing
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Self Service Tools
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Templates
  • Third-Party Integration
  • Third-Party Integrations
  • Ticket Management
  • To-Do List
  • User Management
  • Version Control
  • Workflow Configuration
  • Workflow Management

Alternatives

Copilot

4.7
#1 Alternative to Motion.io
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GUIDEcx

4.7
#2 Alternative to Motion.io
GUIDEcx is a customer onboarding platform designed to shorten time to value, engage customers, and reduce churn.

ClickUp

4.6
#3 Alternative to Motion.io
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Microsoft Outlook

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Reviews

Overall rating

4.9 /5
(36)
Value for Money
4.8/5
Features
4.7/5
Ease of Use
4.9/5
Customer Support
4.9/5

Already have Motion.io?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 36
Shan
Shan
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game changing portal!

Reviewed on 28/07/2024

It's been pretty smooth from day one, I haven't had any major concerns about the software as it...

It's been pretty smooth from day one, I haven't had any major concerns about the software as it works exactly as intended. I'm encouraged by their progress with adding features too.

Pros

The client portal was the main reason I signed up. But also since they're a smaller company, I was able to speak with the [sensitive content hidden] during the sales process and they took on feedback immediately. Great company!

Cons

They didn't have payment processing in place, but it's coming soon!

Alternatives Considered

Zendo

Reasons for Choosing Motion.io

Needed a centralized platform that provided everything in an affordable package.

Switched From

ActiveCollab, Trello, FreshBooks, Asana and Notion

Reasons for Switching to Motion.io

I actually ended up going with both since zendo is more focused on sales portals. Motion will be integrating this soon though so I'll be switching to motion for everything once they release payments!
Chase
Overall rating
  • Industry: Writing & Editing
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Highly Recommend Motion!

Reviewed on 07/12/2024

Incredible. I 100% highly recommend the platform if you are looking to optimize systems in your...

Incredible. I 100% highly recommend the platform if you are looking to optimize systems in your business and streamline operations.

Pros

Motion has helped us streamline our onboarding process, along with simplifying our deal closing process, and overall keeping our business more organized. My team has been extremely happy with Motion thus far, and if we ever need help or have suggestions their team is quick to reply and help as best they can.

Cons

I would say more customization ability would be nice, along with more features, but they are growing and adding to the platform quickly, so I’m not worried about either of those.

Alternatives Considered

CoPilot AI

Reasons for Switching to Motion.io

Ease of use, price, sales team, available features. Fit perfectly with what we needed.
Marianne
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Problematic and disappointing

Reviewed on 28/08/2024

Poor customer service. They really don’t seem interested in trying to solve the problem.

Poor customer service. They really don’t seem interested in trying to solve the problem.

Pros

Lots of potential but has a significant glitch with downloading files in their original format.

Cons

If you share a spreadsheet with a client, they can accidentally download it as a PDF. This is causing frustration with my clients & staff thus causing us all more work.

Daniel
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Motion.io experience after 60 days

Reviewed on 09/11/2024

Very good, the team has been fantastic in responding to my inquiries and made themselves available...

Very good, the team has been fantastic in responding to my inquiries and made themselves available for quick video calls as well.

They also are implementing product updates and improvements on an ongoing basis.

Pros

We require clients to submit a multitude of documents aligned with a checklist and Motion is great for that, it also allows focused messages about a specific task/document without the hassle of emailing.

Cons

Some fine-tuning is needed in terms of tasks/document workflow.

At the moment, the client can click a task as complete when they submit a document, but it is not necessarily complete. It may be the wrong document as an example.

I would prefer the client to submit a task/document, and to leave it as ''Submitted''.

The SME can click on ''Completed'' when the task is actually completed e.g. the document(s) that were submitted is/are satisfactory.

Alternatives Considered

ShareFile

Reasons for Switching to Motion.io

I found the interface better and less restrictive
Eric
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great platform, great support!

Reviewed on 02/10/2024

Pros

User friendly, super professional and helpful support team, game changer for growing businesses and those that want to organize and streamline their workflow and communication. You can’t out a price tag on that. Well worth it!

Cons

I have zero complaints and am extremely satisfied.

Showing 5 reviews of 36 Read all reviews

Motion.io FAQs

Below are some frequently asked questions for Motion.io.

Motion.io offers the following pricing plans:

Try Motion.io free for 14 days, no credit card required. After your trial ends, Motion.io offers flexible pricing for businesses at all stages of growth.

Motion.io has the following typical customers:

2–10, 11–50, 51–200, 201–500

Motion.io supports the following languages:

English

Motion.io supports the following devices:

Motion.io integrates with the following applications:

Zapier

Motion.io offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Motion.io.