Motion.io

🙋 Motion.io’s built-in CRM is here!   ➕ Add clients to Motion.io in seconds and invite them to projects as soon as you are ready 📩 Understand what emails Motion.io sent to a client and whether or not they opened them 💡 Get a full view of what recent activities a specific client has performed in their portal

Join co-founder Sam Chlebowski for an exclusive look at the features & functionality included in Motion.io's latest product update. In this live stream, Sam will respond to viewer comments and questions in real-time as he walks through Motion.io's November 2024 release, which includes: - Client Directory (CRM) - Client Message Center - Bulk Message Sending - Attach Forms to Internal Tasks - Populate Custom Fields via Form Submissions

Join co-founder Sam Chlebowski for an exclusive look at the features & functionality included in Motion.io's latest product update. In this live stream, Sam will respond to viewer comments and questions in real-time as he walks through Motion.io's October 2024 release, which includes: - Project Progress Tracker - New Projects Dashboard - Send Tasks in Multiple Projects - Export All Submissions for a Specific Form Plus, get a sneak peek into Motion.io's new Message Center, which allows your team to view and manage client comments and chat messages in one centralized dashboard!

🍕 Ever wish you had a "Pizza Tracker," but for Client Projects? Thanks to our latest update, you can! Using this new feature, you can provide customers with clear visibility into each stage of their projects—from onboarding to offboarding—directly in their client portals.

Ready for a live demo of Motion.io's latest features and functionality? Tune into our Product Update Live Stream this Tuesday, October 1st, at 9:30 AM Pacific / 12:30 PM Eastern.

Ready to use Motion.io in your business and want some guidance on the best way to get started? Our latest YouTube video provides an overview of Motion.io's current functionality and best practices for setting up your account so you can start onboarding clients as quickly as possible.

Join Co-founder Sam Chlebowski for an exclusive look at the features & functionality included in Motion.io's latest product update. In this live stream, Sam will respond to viewer comments and questions in real-time as he walks Motion.io's August 2024 release, which includes: - AI-Powered Form Builder - AI-Powered Template Builder - New Project Dashboard - Electronic Document Signing - Auto BCC ...and much more!

🌐 Integrate Your CRM With Motion.io 💪 Ready to onboard new clients without so much as lifting a finger? Using Motion.io's Zapier Integration, you can set up a workflow that auto-creates projects from one of your templates and invites clients to portals to complete contracts or agreements that, once signed, kick off the project's future steps. Watch our latest YouTube video for a step-by-step guide that walks you through the entire setup process 👇

New in Motion.io: Electronic Document & Contract Signing! Using this new feature, you can... 📝 Turn your PDFs and other documents into signable contracts and agreements clients can complete directly in their portals. ✅ Set custom fields to prefill values unique to each project, avoiding clients or team members entering information on documents manually. 👨💻 Collect as many signatures as you need from clients while making it easy for you and your team to counter-sign the documents and contracts you send.