Motion.io
Client Onboarding Software - Portals + Project Management
Listed in categories:
ProductivitySaaSTask Management
Description
Motionio is a client task automation platform that helps businesses streamline client onboarding, document collection, and communication. It automates the collection of files, feedback, signatures, and forms, allowing teams to spend less time chasing clients and more time delighting them.
How to use Motion.io?
To use Motionio, simply create client tasks, automate notifications, review completed tasks, and provide a seamless client experience through white-label portals. Clients can complete tasks securely via email links without the need for accounts or logins.
Core features of Motion.io:
1️⃣
Create client tasks in seconds
2️⃣
Automation of task notifications and reminders
3️⃣
Review tasks and respond to comments
4️⃣
White Label Portals for client branding
5️⃣
Simple and secure client completion process
Why could be used Motion.io?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Accelerate client onboarding and increase engagement | ✅ | |
| # 2 | Streamline client communication and document collection | ✅ | |
| # 3 | Centralize client approvals and communications | ✅ | |
Who developed Motion.io?
Motionio is developed by a team of dedicated professionals who aim to simplify client communication and streamline business processes. They are committed to providing innovative solutions for client onboarding and engagement.