Client onboarding software built for fast-growing marketing agencies

Your team’s overwhelmed. Your client experience doesn’t reflect the quality of your work. Motion.io turns chaotic onboarding into a smooth, scalable workflow—so you can impress clients, reduce admin, and grow without hiring.

Keep your client projects moving and your team out of the weeds

Motion.io automates file collection, approvals, and feedback in a central hub your clients will actually use.

Onboarding

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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Project Management

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.

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Customizable 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.

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Feedback & Approvals

Gather clear feedback & approval on videos, images, and PDFs. Clients can review, annotate, and approve files you send in white-labeled client portals.

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Project Progress Tracker

Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.

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Integrations

Connect the apps, tools, and software you already use to Motion.io by adding them to pages and tasks that clients can access directly within their portals.

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Contracts

Stop juggling multiple platforms to manage client contracts. Motion.io's electronic document signing provides a faster and more convenient way for clients to fill out, sign, and submit contracts and agreements.

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Scale your onboarding, not your overhead

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