Onboard customers faster
Automate the collection of files, forms, signatures, and all other information your team needs to onboard clients in fully white-labeled client portals.
Ensure a smooth handoff process
Streamline the transition from sales by inviting customers to custom onboarding portals as soon as they make a payment, submit a form, or sign a proposal.
Eliminate follow up emails & manual work
Set up automated reminders for client tasks in a single click. Build custom workflows that automatically assign the onboarding tasks you need clients to complete.
A single home base for you & your clients
No more jumping between email inboxes and software apps. Motion.io provides all of the tools needed to communicate and collaborate with clients in one place.
Accelerate onboarding & elevate your customer experience
Invite clients to fully white-labeled & loginless portals that make it easy for them to sign documents, submit forms, and provide the information your team needs before work can begin.
A complete toolkit to simplify, streamline, and automate your customer onboarding process
Client Tasks
Client Portals
Contracts
Onboarding Forms
Document Collection
Project Templates
Automated Workflows
Integrations
Client Tasks
Motion.io’s client tasks replace back-and-forth emails and endless threads. Set due dates and toggle on reminders to automatically notify customers of anything you need them to do, sign, submit, or approve.
Client Portals
Assign tasks, share files, and connect to 1000s of other software tools to give customers access to everything they’ll need in loginless and fully white-labeled client portals.
Contracts
Upload PDFs and other files to turn them into signable documents clients can fill out, sign, and submit directly in their portals.
Onboarding Forms
Create custom intake and onboarding forms and attach them to tasks clients can complete directly in their portals. If information is needed after a form is submitted, flag it as “Incomplete” to inform your customers and allow them to make your requested updates.
Document Collection
Stop chasing down customers to get the signatures, files, and documents you need. Create file collection requests to get the information your team needs from clients when you need it, organized all in one place.
Project Templates
Create reusable project templates that automatically pull in all the tasks, project stages, and portal pages you need and automate your client onboarding process.
Automated Workflows
Create automated workflows that keep projects moving while reducing the number of emails, meetings, and manual tasks required of your team.
Integrations
Connect 1000s of tools directly to your Motion.io Client Portals. Embed apps into client tasks & portal pages, or use Zapier to create automations between Motion.io and other software you use.
Try Motion.io
Learn the platform in less than an hour. Start elevating your client experience in less than a day.