Motion.io
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.
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
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- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Game changing portal!
Reviewed on 2024/07/28
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
ZendoReasons for Choosing Motion.io
Needed a centralized platform that provided everything in an affordable package.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!- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Where has motion.io been all my life?!
Reviewed on 2025/03/03
I was hunting around for ages to find a client portal which I could leverage to ask clients to...
I was hunting around for ages to find a client portal which I could leverage to ask clients to answer some questions and upload some documents when they book our online service. I was pulling my hair out after spending so much time trialling products which quite frankly were incredibly difficult to set up and gave a poor user experience because they didn't allow things to be setup in a simple and logical way. When I discovered motion.io I just couldn't believe how far it was ahead in every single way. Just on a completely different level!
Pros
The user interface is simple yet so versatile. The fact you can give a portal with step by step tasks to complete in such a clear way because motion.io has all the necessary building blocks which are so easy to put together to create a fantastic user experience. People love using it!
Cons
I can literally hardly think of anything negative to say about motion.io. I guess the only thing is that I'm sure there's scope to bring loads of cool new features, which they're already doing on a frequent basis. I always look forward to seeing what's new and I can implement for our business.
Reasons for Switching to Motion.io
As soon I's logged in to being our trial I knew immediately that motion.io was on a different level from the perspective of the person setting it up, but also from the end-user perspective. You can develop the function for your use case quickly and logically which is how it should be but other products were nowhere near delivery that. Quite simply motion.io has been like a gift from the gods for us.- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Problematic and disappointing
Reviewed on 2024/08/28
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.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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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 2024/11/09
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
ShareFileReasons for Switching to Motion.io
I found the interface better and less restrictive- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Take your Client Onboarding to the NEXT LEVEL!
Reviewed on 2025/01/23
Overall, motion.io has been one of the best investments we have made into a third party software...
Overall, motion.io has been one of the best investments we have made into a third party software solution. They are a critical part of our onboarding process, building confidence with our clients, and helping us to lower the barrier of entry into our solution.
Pros
Creating templates for customer onboarding has been a huge gamechanger! I can easily iterate to improve the customer onboarding experience, and adopt tasking to meet the expectation of the client while keeping everything on task. I also LOVE the client portal! It projects a very professional image to my clients and lends even more credibility to our product.
Cons
I'm not sure I have a good criticism here. Motion.io has really put a lot of thought and effort into this platform. The user experience is elegant and easy to understand.
Motion.io FAQs
Below are some frequently asked questions for Motion.io.Q. What type of pricing plans does Motion.io offer?
Motion.io offers the following pricing plans:
- Starting from: US$79.00/month
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of Motion.io?
Motion.io has the following typical customers:
2–10, 11–50, 51–200, 201–500
Q. What languages does Motion.io support?
Motion.io supports the following languages:
English
Q. Does Motion.io support mobile devices?
Motion.io supports the following devices:
Q. What other apps does Motion.io integrate with?
Motion.io integrates with the following applications:
Zapier
Q. What level of support does Motion.io offer?
Motion.io offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
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Customer Onboarding Software
