LaunchBay Reviews & Product Details

What I appreciate most about Motion.io is how effortlessly it streamlines client collaboration. Rather than having to track down clients through emails, WhatsApp, or various scattered documents, everything is neatly organized within a single, intuitive portal. My clients always know where to upload files, complete tasks, fill out forms, or check for updates, which has greatly reduced confusion. Review collected by and hosted on G2.com.

While Motion.io does a good job of helping organize client work, there are still some aspects that could be enhanced. Certain features seem somewhat limited; for instance, having more extensive customization options for the client portal would be beneficial. Additionally, a more sophisticated automation system and improved integrations with widely used tools, such as CRMs or project management applications, would help streamline the workflow even further. Review collected by and hosted on G2.com.

Motion.io has completely streamlined how we manage client projects and communication. We use it to organize bookkeeping, tax, and marketing workflows for dozens of small businesses, and it’s made client collaboration so much easier. The interface is clean, clients love how simple it is to upload files and track tasks, and automations help keep projects on schedule without endless follow-up emails. Their support team is incredibly responsive and open to feedback, which makes the experience even better. Review collected by and hosted on G2.com.

There’s very little to dislike — the platform is still growing, so a few areas like template flexibility and deeper integration options (QuickBooks, Google Drive, etc.) could be expanded. But the team is actively improving and releases updates frequently, so it’s clear they’re listening to user feedback. Review collected by and hosted on G2.com.

The upside of motion is that it serves as a project management tool with a built-in data collection facility, making it easier and more efficient to collect data from clients and advance the project. The software is very easy to implement, and the customer support is excellent. We use this software all day, every day, to manage our clients and their projects. Review collected by and hosted on G2.com.

Lacks some useful features at the lower level that are free with other software, such as ClickUp, mainly time tracking, which should be a basic requirement. Motion has introduced it at the highest subscription level. Visibility can sometimes be a little difficult, being an all black on white platform, adding some colour coding would make life much easier. Review collected by and hosted on G2.com.

I just love how simple Motion.io is to use and create ways to save loads of time within our business processes. But yet whilst it's simple to use, it's seriously powerful in being able to solve any business process because all the necessary tools/options are there to leverage however you want. We use it as a client document and task onboarding tool, and nothing we've tried even comes close to Motion.io for ease of use and ability to set things up the way we really want, without being confined to loads of limitations or complications within the software. The cool thing is that the Motion.io team are releasing upgrades and improvements every week, which builds on an already fantastic platform! I can hardly imagine any business which can't benefit from Motion.io, and I've got so many ideas how it can tackle other processes within our business on the internal side, even though our main use case and reason for subscribing was for onboarding external customers. Review collected by and hosted on G2.com.

There's barely nothing to dislike about Motion.io because it gives you all the tools you need to deal with processes within your business, and it's so simple to implement it. You can automating tasks within your business within minutes, and then you can learn how to make then better and better as you learn how people interact with it. There is an integration with Zapier which we make great use of to automate our onboarding and creating projects for customers to complete. We don't need to do anything and we get pretty near perfect results! My one slight bugbear is that whilst all files which are uploaded to tasks can be automated to be transferred i.e. Motion.io has a Zapier trigger for "File Uploaded" meaning you can send the file wherever you want e.g. DropBox, but for documents which are electronically signed within a task this isn't currently possible as these need to be manually downloaded to take them out of Motion.io. Hoping Motion.io will solve this in one of their weekly upgrade releases. Review collected by and hosted on G2.com.

Motion, great at assigning tasks and notifying clients of their tasks. It keeps everything organized so you know what tasks and needing to be completed when.

The customer support is very attentive to your needs and many features I asked they then shortly after implemented which is great they actually hear their customers.

I like how I can see my clients, all the tasks and what needs to be completed.

I use this software all the time to manage everything it's super robust. Review collected by and hosted on G2.com.

Ability to have child projects underneath client. So for example having client then underneath multiple projects such as Google Ads Campaign, SEO and for each one of those then tasks associated to each project instead of creating a new project every time for different projects that apply to the same client.

More AI would be good such as crafting responses to clients and not having so many different threads and organising it with the messaging.

Other than that great software and the team are aware of my concerns which is my important. 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.

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.

After trialing several project management platforms, we ultimately chose Motion for its immediate ease of use and intuitive interface.

What truly set it apart, however, was the exceptional level of support we received from their team. Unlike other platforms—where onboarding felt impersonal and reliant on generic, pre-recorded tutorials—we found Motion's team highly responsive and genuinely invested in helping us tailor the platform to our business needs. With other tools, we often had to turn to costly third-party consultants who still couldn't deliver what was required. Motion made the setup process seamless and empowered us to make the most of the platform right from the start. Review collected by and hosted on G2.com.

More clarity/training on automations would be amazing but with that being said the option to upgrade to the project build service makes this less relevant.

Having a built in signatorty platform is great, but unfortunatly we are still left with a gap as investment/ super and insurance platforms and providers will note accept the current signatory platform provided

We would LOVE to get away from docusign but until one of the preferred options is availabe within motion we are somewhat trapped 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.