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.

Anything you need customers to do, sign, submit, or approve can be attached to tasks they can complete directly in white-label 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 portals

Create automated workflows that keep projects moving while reducing the number of emails, meetings, and manual tasks required of your team.

Automated workflows

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.

Integrations

Have clients submit support requests directly in their Motion.io portals, and empower your team to manage tickets and communicate with the customers who submit them in a single dashboard.

Helpdesk

Have clients submit support requests directly in their Motion.io portals, and empower your team to manage tickets in a single dashboard. 

Stop chasing down customers to get the signatures, files, and documents you need. Create file collection requests to get the information your team needs from clients.

Stop chasing down customers to get the signatures, files, and documents you need. Create file collection requests to get the information your team needs from clients when you need it, organized all in one place.

Document collection

Attach images, videos, and PDFs to tasks and have customers review, annotate, and approve files you send them directly in their client portals.

Feedback & approvals