A Customer Success Platform That Onboards Faster and Scales Smarter

Give your implementation and onboarding teams a single tool to move clients from signed to successful—faster. Eliminate handoffs, automate follow-ups, and give customers a loginless, white-labeled portal that keeps everyone aligned.

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Automate client onboarding and deliver white-glove implementation service at scale

Simplify onboarding for implementation teams

Intake forms, contracts, task checklists, file uploads—all in one place, with automations to keep clients moving.

Centralize & streamline client communication

No more scattered emails or Slack threads. Clients message your team, submit files, or ask questions.

Automate manual follow-up & reminders

Trigger reminders, next steps, and file requests automatically. Implementation stays on schedule without chasing clients.

Built for teams where onboarding speed is mission critical

Whether you're a SaaS company with an implementation team or an agency juggling dozens of clients, Motion.io helps you move fast, without dropping the ball.

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All your onboarding, messaging, and client support tools, built into one customer onboarding platform

Client Tasks

Automatically notify clients to complete forms, upload files, or sign docs—no manual reminders needed.

Client Portals

Fully white-labeled, no-login portals that let your brand shine and reduce onboarding friction.

Project Tracker

Give clients real-time visibility into onboarding status, next steps, and deliverables.

Onboarding Forms

Create branded intake and onboarding forms your clients can complete directly in their portal—no email threads, no missed steps. Ideal for SaaS Implementation teams collecting key setup info fast.

Contracts

Speed up deal-to-kickoff time with built-in signature workflows.

File Collection

Request and organize client assets (logos, content, screenshots) all in one place. No more chasing files in Google Drive or email. Perfect for agencies juggling multiple client projects.

Project Templates

Systemize your client onboarding with reusable templates for tasks, automations, and portal layouts. Create consistency across client experiences, without reinventing the wheel each time.

Automated Workflows

Finally, eliminate manual follow-ups and keep onboarding moving without your team lifting a finger: Trigger reminders, next steps, and client messages automatically based on form completions or deadlines.

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.

FREE TOOL

Create SOP templates with AI
Standard Operating Procedures (SOPs) help your business run more efficiently and increase its overall value. With Motion's free AI-powered SOP builder, you can generate fully reusable onboarding SOPs in just minutes.
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FREE EBOOK

Improve your client onbarding process
Download our free eBook and discover how the hidden costs of client onboarding are killing your growth. Discover common costly mistakes to avoid and get actionable advice for improving your onboarding process.
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Why implementation teams, onboarding managers, and agencies trust Motion.io to scale client onboarding

78% fewer

client phone calls & meetings

4+ hours

saved per client, per week

72% faster

customer implementation

"What we love most is how Motion.io takes care of the follow-ups automatically, so nothing slips through the cracks. It saves our team countless hours, improves accountability, and gives our clients a smoother, more professional experience from day one.”
John Reynolds

Civic Review

“Motion.io has been one of the smartest investments we’ve made in our business. It’s now a critical part of our onboarding process—helping us build trust with clients from day one, streamline collaboration, and dramatically reduce the friction of getting started. With Motion.io, we’ve lowered the barrier of entry into our solution, which means happier clients and faster adoption.”
Jerry Scott

ResponseGrid

“With Motion.io, everything is centralized and automated. Clients always know exactly what’s expected of them and when, which means no more endless email follow-ups or reminders. Instead of wasting time chasing clients down, we can focus on delivering great work while Motion.io keeps projects moving forward smoothly."
Dr. Sarah Wilson

Canadian Safety Group

Scale your onboarding, not your overhead

Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.

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