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.

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Simplify and streamline your onboarding process with an all-in-one platform

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.

Your team's toolkit for streamlining project completion

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.

Project Tracker

Motion.io's project progress tracker makes sharing and tracking project progress simple, allowing you to keep clients in the loop while eliminating busy work for your team.

Onboarding Forms

Create custom intake and onboarding forms and attach them to tasks clients can complete directly in their portals.

Contracts

Turn the PDFs and other documents you already use into signable contracts and agreements customers can complete directly in their lient portals.

File Collection

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, stages, automations, and portal customizations you need.

Automated Workflows

Create automated workflows that eliminate manual project management tasks and reduce the number of client phone calls and meetings.

Integrations

Connect 1000s of tools to your Motion.io Client Portals. Embed apps directly or use Zapier to set up automations between Motion.io and other tools.

Why teams trust Motion.io
to run their client projects

78% fewer

client phone calls & meetings

15+ hours

saved each week

37% faster

customer onboarding

"Our team was initially attracted to Motion.io’s file approvals because we were having trouble collecting clear and prompt client feedback, but we soon realized it could do so much more. Motion.io has become an integral tool for client onboarding by automating client information collection."
Jess Tebben

Crown Jewel Marketing

"An invaluable tool for saving our team time and helping us deliver the best client experience possible. It's made it so much easier for us to manage client and team tasks, monitor project progress, and ensure that all client requirements and deadlines are met promptly and effectively."
Jess Tebben

The Growth Hub

"Motion.io has helped us automate our onboarding process, simplify our deal-closing process, and keep our client projects more organized. My team also loves Motion.io, as it allows them to do more in fewer hours by eliminating client follow-ups and tedious project management tasks."
Chase Miller

Impact Applications

Chasing clients doesn't scale

Motion.io does. Get started today, and never send another
"Just checking in..." email again.

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