fbpx

Client portal software for SaaS Companies

Increase engagement and accelerate time-to-value through customizable client onboarding portals.

Don't let customer happiness decline after the contract is signed

Motion.io’s client onboarding portals provide a complete toolkit to keep customers engaged even after the most exciting part of the process is over.
Supercharge engagement

Ensure stakeholders are informed about what they bought, why they bought it, and when they can expect implementation to be complete.

Streamline onboarding

Stop chasing down individuals in different departments for onboarding information. Automate the collection of files, forms, and feedback. 

Elevate your client experience

Provide your customers with a central hub for all project communication and tasks; completely customized to your business’s brand.

Features SaaS companies love in Motion.io

Client Tasks

Motion.io’s client tasks replace back-and-forth emails and endless threads. Motion.io notifies clients when new tasks are assigned and sends automatic reminders until they are completed.

Automated Reminders

Stop chasing down customers to get the forms, files, or information you need. Set custom reminder cadences to automatically remind customers of what they need to do or submit.

White Label Portals

Provide customers with one place for all files, forms, tasks, and support tickets, all branded to your business.

Help Desk
Provide a Help Desk directly in your portals where users can submit support requests. Easily track the status of tickets and communicate with the customers who submit them.
Simple for Clients to Use

Simple and secure, customers complete tasks and access their portals by clicking a magic link sent to their email – no account or login required.

Try Motion.io

Learn the platform in less than an hour. Start elevating your client experience in less than a day.