Using Motion.io's Built-In CRM

Using the built-in CRM feature, you can add your clients to Motion.io and have a full view of them, the projects they're on, the emails they've opened, and more.

This article will explain how to create and manage clients in the CRM and the information you can access from it.

How the CRM Works

To access the CRM, click on the "Clients" tab in your account sidebar.

In the CRM, you'll see a list of all clients. In addition to name, email, and company, the columns explained below provide additional high-level information about each client.

1. Projects: The total number of projects you've invited the client to.

2. Added: The date which you first added the client to Motion.io. This date is the same whether you create a client directly in the CRM, or create a client when adding them to a project.

3. Last Login: The most recent date which the client accessed their project or portal. This date will only populate after you invite a client to a project.

How to Add Clients to the CRM

All clients you've created directly or added to projects will appear in the CRM. To create a new client, click the "+ Add Client" button in the upper right corner. In the modal, enter the client's details. While the "Phone number" and "Title" fields are optional, you must complete all other fields before you can save the client.

When adding clients to the CRM, the required "Company" field lets you associate a client with a specific company. You can assign clients to a company you created previously by selecting it from the dropdown or create a new company with which you want to associate them by clicking the "+" icon on the right side of the modal.

How to Invite Clients to Projects in the CRM

If you'd like to add a client you create to an existing Motion.io project, the slideout that opens after you click "Save" (or open by clicking on the client in the CRM) allows you to do so. To invite the client to a project, click the "edit" icon in the slideout and select a project from the dropdown.

How to Edit and Remove Clients in the CRM

To edit or remove a client, click the three dots under the "Actions" column and select an option from the dropdown.

Clicking "Edit" in the dropdown will bring up the exact modal used to create clients and allow you to modify the client's company and title. Clicking the "Remove" action will delete the client from your account, remove them from any projects you invited them to, and make it so they can no longer access their portal.

Viewing Clients in the CRM

After you invite clients to projects and they begin completing tasks and communicating with your team, the "Email" and "Activity" tabs — which you can access by clicking on a client from the CRM — provide a complete view into how that client has engaged with you and your team.

Activity Feed

The "Activity" tab for each client in the CRM displays a feed of recent tasks completed, files uploaded, forms submitted, documents signed, comments, and more.

Clicking links to tasks in the activity feed opens a modal window, allowing you to view task information and comments without leaving the CRM.

Email Feed

The "Emails" tab for each client in the CRM displays a feed that details the emails Motion.io sent them, including the time and date of sending and whether or not the client opened them. Clicking the "eye" icon allows you to preview a specific email sent to the client without navigating away from the CRM.

When clients read/open emails, a blue "Message" icon appears on the right side of each message they open. Hovering over this icon displays the date the client opened that specific email.