Motion.io

4.9 (36)
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White-label Client Portal & Project Management Software

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

97%
recommended this app
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36 Reviews

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.

Pazbi
Overall rating
  • Industry: Design
  • 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

Excellent customer portal

Reviewed on 11/11/2024

We had an demo call with on of their team, which was very clear. We signed up for the trial and...

We had an demo call with on of their team, which was very clear. We signed up for the trial and they helped us with the setup. We've been using it for a few months now and can't fault it.

Pros

The customisation of the platform is very extensive. Also how easy it is to onboard clients because of it. Lastly the fact you can use Zapier to trigger automations based on actions on the platform.

Cons

I really wish they had a Make.com integration.

Alternatives Considered

Trello and Notion

Reasons for Switching to Motion.io

It was a better solution for us. there was a lot of support and they had experience in what web developement agencies require.
Emily
Emily
Overall rating
  • Industry: Human Resources
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Really great tool from an awesome team

Reviewed on 19/12/2024

I feel like it's a steal for what it lets me or clients and makes me look so much more professional...

I feel like it's a steal for what it lets me or clients and makes me look so much more professional than a tool I could have created on my own.

Pros

It's so easy to use and allows amazing client portals.

Cons

It can be a bit of a learning curve to know how to fly use it but their team is amazing and well hand walk you through it.

Alternatives Considered

ClickUp

Reasons for Switching to Motion.io

Great pricing and their customer service exceeded expectations during trial
Abe
Overall rating
  • Industry: Utilities
  • 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

Reviewed on 27/12/2024

My overall experience has been positive from the first sales call, through on boarding and the...

My overall experience has been positive from the first sales call, through on boarding and the ongoing support.

Pros

The ability to customize a portal for my customers was why I chose Motion.io initially. Their on-going development just keeps confirming they were the best company to provide my customers with a portal to collaborate with our team and make the process seamless.

Cons

I have only ran across a couple of items that would be nice to have but not show stoppers. Although, the communication with the Motion.io team was great and the couple items I pointed out were already on their project list for future updates.

Traci
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

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

Motion.io is a standout tool that combines ease of use, affordability, and adaptability into...

Reviewed on 27/11/2024

Motion.io is a standout tool that combines ease of use, affordability, and adaptability into one...

Motion.io is a standout tool that combines ease of use, affordability, and adaptability into one seamless solution. We highly recommend it to anyone looking for a reliable, flexible platform to streamline their processes!

Pros

We absolutely love Motion.io! From start to finish, it has been an incredibly smooth experience. The platform is exceptionally user-friendly, allowing us to seamlessly integrate it into our daily operations without any steep learning curves. Its intuitive interface makes it easy to navigate, ensuring our team hit the ground running with minimal training.

It provides excellent value for money, giving us access to powerful tools at a price point that fits within our budget. This has made it a great option for our growing business, where cost efficiency is always a priority.

Cons

It's not that we don't like it, but we are excited for some new integrations and updates.

Anja
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great Software

Reviewed on 01/01/2025

Pros

There are a ton of different features. I like that you can customize everything to meet your needs.

Cons

Set up can take some time but is worth it.

John
Overall rating
  • Industry: Professional Training & Coaching
  • 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

Motion does what is says it will do with a clean layout

Reviewed on 02/08/2024

My over all experience has been very positive. My company tried out four other client portal...

My over all experience has been very positive. My company tried out four other client portal systems before landing with Motion. Our clients have had nothing but good things to say.

Pros

Responsive support and the ability to have global tasks but assign them individually as the need arises. The simple sign in procedure for the portal is also a plus. The ability to use digital signatures in the portal is a huge plus. The chat feature is solid and the notifications from the system are timely.

Cons

I’ve had to learn some different terminology as to what they call things vs what was used to with my previous service.

Alternatives Considered

Basecamp and Notion

Reasons for Choosing Motion.io

Motion provided business critical features that our previous provider did not offer.

Switched From

Copilot

Reasons for Switching to Motion.io

They did not provide the features we needed for our clients.
Faye
Overall rating
  • Industry: Consumer Services
  • Company size: 51–200 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

Motion.io

Reviewed on 29/07/2024

Overall, Motion.io significantly improves our operational efficiency and client satisfaction,...

Overall, Motion.io significantly improves our operational efficiency and client satisfaction, making it an essential component of our workflow.

Pros

Motion.io has proven to be an invaluable tool for our client onboarding, as well as for internal and client task management. With its user-friendly interface and robust features, we can streamline the onboarding process, ensuring a smooth and efficient experience for our clients.

For internal task management, Motion.io helps us stay organized and on track with our projects, facilitating seamless communication and collaboration among team members. It also enhances our ability to manage client tasks, allowing us to monitor progress, set deadlines, and ensure that all client requirements are met promptly and effectively.

Cons

Not that we do not like but hopefully you'll have mobile app for easier access.

Emily
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Motion.io is the straightforward tool designers have been begging for

Reviewed on 12/08/2024

Pros

I love the ease and simplicity of setting it up and using it. I don't even have to record a tutorial for my clients. This is the only tool that makes it super easy to send automated reminders and keep track of my client's to-dos. The magic automations that link one task to the next are also really nifty.

Cons

Unfortunately there are still a few kinks I'll find here and there, such as tasks marked "done" showing back up as active, or having to click twice to assign a person to a task - but I also understand that it's a relatively new product. I also feel that for a tool as simple as this, the price should be cheaper and/or have more of the features included in the lower tier.

Alternatives Considered

Pastel, WillowSpace and Ruttl

Reasons for Choosing Motion.io

Motion.io is sooooo much easier to use, and I don't need the complicated setup.

Switched From

Dubsado

Reasons for Switching to Motion.io

I didn't want a separate tool for capturing feedback & marking tasks as complete.

Response from Motion.io

Hi Emily,

It's fantastic to hear that Motion.io provided your design business with functionality and ease of use that other tools could not!

Regarding the two issues you pointed out (tasks marked complete showing back up as "Active" and clicking twice to assign a person to a task), we deployed fixes/feature enhancements to address both shortly after you published your review.

Regarding pricing, we continue to explore options to ensure the cost of each plan reflects its overall value. As we roll out additional features, changes will be coming.

Aneesha
Overall rating
  • Industry: Design
  • 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

This platform is perfect for creative freelancers and design agencies!

Reviewed on 22/04/2024

I was an early adopter and really looked around so much for something for creative designers and...

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.

Alternatives Considered

Copilot

Reasons for Switching to Motion.io

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

Response from Motion.io

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.

John
John
Overall rating
  • Industry: Government Administration
  • 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

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

Reviewed on 25/04/2024

Motion.io is an awesome product that is constantly pushing out updates and launching new features...

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!

Alternatives Considered

GUIDEcx

Reasons for Choosing Motion.io

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

Switched From

ClickUp

Reasons for Switching to Motion.io

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

Motion allows you to scale up easily

Reviewed on 28/07/2024

Phemomenal, ease of use, perfect for handling colume of clients

Phemomenal, ease of use, perfect for handling colume of clients

Pros

The ability to keep track of everyrhing whilenworkimg with a client

Cons

Email open feature needs to be able to drill down

Alternatives Considered

monday.com

Reasons for Switching to Motion.io

Using both but Motion is front portal
Megan
Overall rating
  • Industry: Professional Training & Coaching
  • 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

Motion.io changed our business

Reviewed on 25/04/2024

The support at Motion.io has been unbeatable. They have quickly answered every question we've...

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!

Britannica
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

A GAME CHANGER!!!!

Reviewed on 25/07/2024

Pros

I love how easy it is to set up from the backend side but even more so how easy it is on the front end for clients. I have spent the last couple years looking for the right system to make project management easier WHILE having the ability to showcase the collaborative efforts between clients but every system was always too complex for them. I didn't have to do any explanation to any client once implemented and it's been smooth ever since. The magic link feature is brilliant. I love customizing portals. So excited for all of the new rollouts because I definitely see my agency growing with Motion!

Cons

Nothing that I like the least but I would like a little more customization or understanding of the automations that include zapier

Response from Motion.io

Thanks for the review! It is wonderful to hear how helpful Motion.io has been for your business.

Our team is currently working on additional functionality and improvements to both our in-app automations and Zapier, which will be released in just a few weeks.

If you ever need help with automations (in-app or Zapier), just let us know, and we're happy to provide additional guidance or hop on a call to discuss.

Lauren
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

I am so happy I found Motion!

Reviewed on 28/07/2024

I absolutely love Motion and have recommended it to several people!

I absolutely love Motion and have recommended it to several people!

Pros

I love that I am able to set to-do tasks for clients and they automatically get a message that they have a task to complete. I think the reminders they receive are helpful also! I like that I can manage multiple projects at the same time and I can prioritize based on due date. I also like that clients to upload documents that I request directly on the portal.

Cons

It is a bit slow, but it is not too bad.

Alternatives Considered

Dubsado

Reasons for Switching to Motion.io

My ability to receive help by a live person in America. I conducted 2 live demos via Zoom with a representative before choosing the product.
Jeanette
Overall rating
  • Industry: Marketing & Advertising
  • 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 10.0 /10

Initial Experience

Reviewed on 25/07/2024

Pros

Due dates and reminders are great. The team is very responsive and quick to take feedback and ideas and implement them

Cons

Still some holes in automations but they are rapidly improving

Response from Motion.io

Thanks for the review, Jeanette.

As you mentioned, we're currently working on improvements to automations (additional actions, triggers, and integration options), which will be released several weeks from now.

Updates like this are made possible by feedback from users like yourself, so thank you!

Ethan
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

The best B2C onboarding software

Reviewed on 25/07/2024

From start to finish it felt good. I reviewed 20 total Client Onboarding software's to arrive at...

From start to finish it felt good. I reviewed 20 total Client Onboarding software's to arrive at this choice.

Pros

Ease of use from my end and the client end

Cons

They are a newer company. Because of this they have functionalities that are being rolled out this year vs. already existing in the system.

Nick
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

Motion.io is a game changer for Marketing Agencies

Reviewed on 28/07/2024

Pros

Motion.io has been a game-changer for our digital marketing agency. Its intuitive project management system and real-time collaboration tools have streamlined our workflows, ensuring projects stay on track. The platform’s robust analytics help us make data-driven decisions, while customizable workflows allow us to tailor processes to our needs. Seamless integrations with other tools we use daily save us time and enhance productivity. Plus, their responsive support team ensures we never miss a beat. Motion.io has significantly improved our efficiency and overall campaign performance. Highly recommended!

Cons

Nothing we don’t like. Motion.io has been great for our company

Sara
Overall rating
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

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

Excellent Client Onboarding Software!

Reviewed on 22/04/2024

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

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.

Ryan
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Gets better and better

Reviewed on 17/04/2024

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

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.

Axel
Overall rating
  • Industry: Professional Training & Coaching
  • 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

Great fit for specific need

Reviewed on 26/07/2024

Pros

Very easy to use, clients adopt it without any problems. If you have many projects to administer and gateway points where you need clients to submit documents, approve drafts and deliverables, sign agreements etc. Then this works perfectly.

Cons

No big drawbacks - it works. Licensing costs can add up, but the key is to focus on those who administer a project with one or more clients.