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How to Create a Customer Onboarding Questionnaire: Tips, Examples, and a Free eBook
Blog Posts
How to Create a Customer Onboarding Questionnaire: Tips, Examples, and a Free eBook

Starting a new project with a client should be exciting—not a back-and-forth email marathon. Missing details, unclear expectations, and...

By

Sam Chlebowski

January 31, 2025
Company Directory, Require Team Review for Client Tasks, and More! January 2025 Release Notes
Product Updates
Company Directory, Require Team Review for Client Tasks, and More! January 2025 Release Notes

Before the year even started, our team was already working to deliver the first round of Motion.io features...

By

Sam Chlebowski

January 27, 2025
Best Client Management Software 2025: Top 10 Tools to Streamline Onboarding & Communication
Blog Posts
Best Client Management Software 2025: Top 10 Tools to Streamline Onboarding & Communication

Looking for client management software that goes beyond CRM? Discover the top 10 platforms for 2025—complete with loginless portals, automated onboarding, task tracking, and white-label branding. Find the right fit to cut back-and-forth, unify communication, and deliver a polished client experience.

By

Perry

January 25, 2025
Top 5 Client Portal Software Tools for Agencies (2025 Review)
Blog Posts
Top 5 Client Portal Software Tools for Agencies (2025 Review)

Discover the top 5 client portal software platforms for agencies. Compare features, pricing, integrations, and see which tool fits your workflow best.

By

Sam Chlebowski

January 8, 2025
How to Implement Customer Onboarding Automation: A Complete Guide (+ Free eBook)
Blog Posts
How to Implement Customer Onboarding Automation: A Complete Guide (+ Free eBook)

Onboarding new clients shouldn’t be a headache. Yet, for many professional services businesses, it often means juggling emails,...

By

Perry

January 7, 2025
Top 5 Motion.io Features of 2024
Product Updates
Top 5 Motion.io Features of 2024

2024 was full of significant milestones for our team and the Motion.io product. Not only did the number...

By

Sam Chlebowski

December 23, 2024