The streamlined client portal was the deciding factor for us. Our previous project management systems forced clients to see exactly what we saw, creating a stressful experience as they struggled to navigate through unnecessary complexity. Review collected by and hosted on G2.com.

I envision a more seamless workflow where form submissions could automatically convert into projects or have their responses directly integrated into a page. Review collected by and hosted on G2.com.

I used to spend at least an hour each day going over which forms each of our clients had filled out, what was left, and what we still needed from them. Now Motion does all that work for me! Sure, there are lot's of form builders out there, but none of them actually keep track of clients filling them out. Review collected by and hosted on G2.com.

The only con I have so far is I wish they made their forms embeddable. I would like the option of adding an initial form on our website that gathers the clients contact information, then based off of which package they choose I could set up automation within Motion to trigger the rest of the stages and forms. Review collected by and hosted on G2.com.

I have used every Team management tool out there, and as much as some come with the bells and whistles, it is all disconnected from the main essence of how information should be shared between the team and client. Motion eliminates the need to use email, in addition to support tickets. It allows you to bring your team and clients into one centralized portal, using a magic link that enables your customer to hop on and send a message or respond to a question without having to log in each time. Review collected by and hosted on G2.com.

Their support ticket system needs improvement to enable internal teams to initiate support tickets on behalf of clients. Review collected by and hosted on G2.com.

Launchbay ist THE tool to do proper client management Review collected by and hosted on G2.com.

As it is early stage, there are some features missing Review collected by and hosted on G2.com.

Gives us everything we need to assist our customer in a portal experience. Review collected by and hosted on G2.com.

Somethings can be more intuitive on the UI, but overall, it is great. Review collected by and hosted on G2.com.

Helps me keep everything organized in one place Review collected by and hosted on G2.com.

It does cost a good amount. 39 per user is a lot Review collected by and hosted on G2.com.

We’ve been using Motion.io to manage several different onboarding projects, and it’s quickly become an essential tool for our team. It streamlines client collaboration and has even replaced the need for a separate document signing platform. The interface is intuitive, and it’s made our process feel much more professional and organised. Review collected by and hosted on G2.com.

One area we’d love to see developed further is due date management. While the current setup works, having more advanced options or visibility around deadlines would make the platform even more powerful. Overall, though, it’s been a great experience and a big win for our onboarding process. Review collected by and hosted on G2.com.

It's fantastic that you can set only the tasks that clients need to action while hiding the rest from them so I can keep on top of everything in the back end without having to share my whole process. It's really easy to keep organised with multiple client projects and the dedicated chat is amazing. It's super easy to use (for me and my clients) and integrates well with a bunch of other tools. Review collected by and hosted on G2.com.

I really wish it had built in features for scheduling calls and contracts - it's a little annoying that I still have to use dubsado for contracts, payments and scheduling. Review collected by and hosted on G2.com.

I like that I can automate my onboarding process. I can personalize the intake process to ask specific questions and to create unique templates. I really like the flexible approach for creating onboarding workflows, with the added benefit of user delegation and allocating work to team members. Motion serves as an onboarding, workflow and firm management tool with branding. I really enjoy using this product Review collected by and hosted on G2.com.

I don't like that Motion.io reminders and emails don't provide a unsubscribe option. I also don't like that the there isn't a more defined way to control customer contacts Review collected by and hosted on G2.com.

it offers automations which is a great feature to automate my tasks, it is very easy to use and integrate with our systems plus their support team is very active, quick to respond which is great. It has become a a core feature or our systems and we use it daily in the business process Review collected by and hosted on G2.com.

motion does not offer calendar integration as yet which i dont like Review collected by and hosted on G2.com.