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
Onboard 10+ new clients a month without breaking your team
Replace the spreadsheet juggle with workflows that scale as fast as your agency. Eliminate back-and-forth, manual follow-ups, and duplicated task tracking across Clickup, Google Sheets, and Slack.
Get faster approvals and clearer feedback
Design deliverables? Ad mockups? Get pin-point feedback directly on assets—no more messy email threads, buried Slack conversations, or client confusion.
One place for every project, every client
Stop asking “Did they get the onboarding form?” or “Where’s that file?” Motion.io gives clients one intuitive portal to complete tasks, upload assets, and message your team.
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.
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.
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.
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.
Project Progress Tracker
Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.
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.
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.
"After years of searching for a tool that could combine client portals with simple, intuitive project management, we finally found Motion.io. It’s completely transformed how we onboard clients—streamlined, automated, and polished."
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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.