Motion.io

RATING:

5.0

(9)
Overview

About Motion.io

Motion.io is client onboarding software that enables your business to automate information collection, streamline project communication, and elevate your customer experience. Motion.io's perfect blend of project management and client portal software provides a complete toolkit of features to increase customer engagement and keep projects moving: - 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

Motion.io Pricing

Starting price: 

$26.00 per month

Free trial: 

Available

Free version: 

Not Available

Motion.io’s perfect blend of project management and client portal software keeps customers engaged and makes life easy for you and your team.
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Motion.io Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

4.5

Functionality

5

Most Helpful Reviews for Motion.io

9 Reviews

User Profile

John

Verified reviewer

Government Administration, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

For Customer Onboarding, This is What You're Looking For

Motion.io is an awesome product that is constantly pushing out updates and launching new features that makes it even better each week.

PROS

Motion.io does everything we ever dreamed of when it comes to customer onboarding software. We especially like how the portal doesn't require a login, it shows tasks due, and auto-follows up on tasks due with the customer.

CONS

Anything we thought was missing or any rough edges we found with the software, we let Motion.io know, and we saw fixes come out within weeks - so I can't say there's anything we like least right now. They are moving fast on improving the product which is a huge plus!

Reason for choosing Motion.io

Motion does everything that is important to us, and does it well, without charging exuberant prices for it.

Reasons for switching to Motion.io

Our old solution just didn't get the customer accountability portion right, the way Motion.io does.

Megan

Professional Training & Coaching, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Motion.io changed our business

The support at Motion.io has been unbeatable. They have quickly answered every question we've asked, quickly implemented new features we requested, and spent time ensuring we understood the system! It has been easy to use, easy for our clients to use, and changed the onboarding process for our clients.

PROS

Having a simple and easy space for our clients to onboard and manage their tasks. We are able to set up automated task reminders, have a dashboard that doesn't require them to learn a new system, and make sure our clients felt confident about what was happening during their time working with us.

CONS

The cost of motion.io makes it hard to add all of our team. Each user has to have a purchased membership and the price quickly adds up for a small business!

Reasons for switching to Motion.io

While we still us Clickup internally, we used to build a dashboard for our clients. We were receiving feedback that the process of learning the new system was overwhelming and clients wanted something easier.

Ryan

Marketing and Advertising, 1 employee

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Gets better and better

Very positive. Glad we came across it. It has been very helpful for our onboarding process.

PROS

They accept feedback and continue to make improvements on the platform.

CONS

Cost per team members. I have one team member who logins maybe once a month and still have to pay full price.

Aneesha

Design, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

This platform is perfect for creative freelancers and design agencies!

I was an early adopter and really looked around so much for something for creative designers and their teams. This fit the bill, was easy to set up and allowed me to get going really quickly. Customer service is responsive and really thorough with answers and they have YT vids that explain all platform changes. I know there are tons of other software services popping up all over, but what keeps me here is the way I can interact with my clients and manage the projects. It's not really clunky and just makes sense.

PROS

It wasn't a service based portal app that just stored documents. It actually allowed separation between my clients and my team by allowing them to have their own space. The updates are consistent and make sense for the evolution of the platform and customer service is responsive.

CONS

The forms download could use improvement. You can do it, but it doesn't format the documents in a useful way for us or the clients. Longer forms have the answers cut and pasted into text documents. This kind of negates the download feature, imo. Also need a way to invoice or even sell upsell a service inside the platform. Currently those are embeddable features. Native function would be cool.

Reason for choosing Motion.io

Price and ease of use for what I needed it for.

Vendor Response

Thanks for your review, Aneesha! We're thrilled that Motion.io has been a perfect fit for your agency. Based on your feedback, our team will prioritize enhancements to our form export functionality in an upcoming product update. In the meantime, Motion.io's Zapier integration can provide a quick workaround. Finally, thanks for calling out payments, invoicing, and upsells - as this functionality is on our roadmap! Our vision is to support you from the moment the client is ready to sign, to payment, to product delivery, to off-boarding, to upsells and cross-sells of new products. And, when a customer purchases another product in your portal, have that auto-import the appropriate template of stages and tasks and kick the project off all in the background.

Replied April 2024

Daniel

Internet, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Big help for my business

PROS

Easy to use, and the team went over and above to help me get started and understand the product.

CONS

For what I’m using it for it seems a bit pricey, but they are comparable to other services in the same vein. But my clients seem to love it as well so that makes it worth it.

Reason for choosing Motion.io

Much simpler to use than other services I tried. And it was important to me that the client portal be password-less. Motion.io made it simple.

Reasons for switching to Motion.io

This is a product made for what I’m using it for so it made sense.

Scott

Marketing and Advertising, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

The hands-down winner

This is a five star application. The team provides stability and feature updates regularly. Their people are hands on and care about client success.

PROS

Ease of setup and use. The ease with which the entire team was able to use it without a huge learning curve.

CONS

I would like to see a customer database or ability to connect it to our CRM or accounting suite to choose clients when creating new tasks and projects for existing clients.

Reasons for switching to Motion.io

We still use Asana for project management but we needed something less complex and more user-friendly for clients.

David D.

Real Estate, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

a new essential success tool!

Overall great experience. Both our firm and our clients appreciate what the platform provides.

PROS

the portal. the ability to organize and establish process flow for smoother client experience.

CONS

As of this time I have bit identified a ‘least’ like feature.

Reason for choosing Motion.io

ease of use in comparison to motion. user friendly

Jessica

Design, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2024

Web Design Portal

Customer Support has been fantastic and responsive.

PROS

I love the ability to have a client portal that I can add tasks with due dates for the clients and that these can be customized for each client as well as use templates to set them up initially

CONS

I would like there to be more project management tools including "private" tasks so I could manage all tasks inside motion.io. This would allow me to let go of my task management tool and I could upgrade to the higher plan to include the help desk and ticketing.

Vendor Response

Hi Jessica, It's wonderful to hear that Motion.io has been so beneficial to your business! Thanks for your feedback regarding "private" tasks. We've received similar requests from other users. Over the next several product updates, we're expanding Motion.io's internal task/project management functionality to allow you to use it exactly as you've described.

Replied May 2024

Sara

Management Consulting, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Excellent Client Onboarding Software!

It's been great, and I highly recommend it! Bringing new clients is so much easier.

PROS

It makes the overall process much easier than before. I do high-level work and it's crucial I track the pieces of not just onboarding but also what happens as we work together. Before this, I was piecing things together, and it was in all different places, making it time-consuming to track.

CONS

I would love it if there were a little more visual design to make the portal look prettier, but that is a small thing that has nothing to do with its use.

9 Reviews