Client onboarding software that scales with you

Motion.io replaces messy spreadsheets, endless follow-ups, and manual checklists with a white-labeled, loginless onboarding platform. Onboard new customers faster, reduce churn risk, and scale operations--without adding headcount.

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Scale your user base without scaling your headcount

Centralize everything your clients need for onboarding

Intake forms, implementation files, and contracts--all organized in one place. Motion.io's white-labeled portals collect everything your team needs to launch faster, with zero back-and-forth.

Automate follow-ups and task tracking

Stop chasing clients and updating spreadsheets. Motion.io keeps everyone on track with automated reminders, status updates, and deadline visibility.

Accelerate time-to-value with real-time visibility

Customers know exactly what's next in their onboarding journey. Reduce support overhead and help your CS team focus on delivering outcomes, not reminders.

Deliver a premium onboarding experience that drives adoption

Motion.io gives every customer a seamless, branded onboarding experience. From contracts to kickoff, clients always know what to do, so your team can focus on driving adoption and delivering value faster.

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The platform behind seamless, scalable client onboarding

Client Tasks

Assign onboarding tasks with due dates and automated reminders--no more chasing clients over email. Keep everyone aligned and accountable from day one.

Client Portals

Give each customer a loginless, white-labeled portal to complete tasks, upload files, sign documents, and stay informed—all in one place.

Project Tracker

Track every onboarding step without spreadsheets. Motion.io keeps clients and internal teams aligned with simple status updates and real-time progress visibility.

Onboarding Forms

Build custom intake forms tied to client tasks. Collect exactly what your team needs—without sending a single follow-up email.

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

Request the right files at the right time—centralized, organized, and instantly accessible by your team.

Project Templates

Standardize onboarding with reusable templates that auto-generate the right tasks, stages, and automations for every new client.

Automated Workflows

Eliminate repetitive tasks with automations that keep onboarding moving—even when your team’s offline.

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.
Generate your SOP now >

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.
Download the free eBook now >

Why growing teams trust Motion.io
to scale client onboarding

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."
Faye Aguilar

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

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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