Onboarding portals built for SaaS: Accelarate activation, boost retention
Replace clunky handoffs and scattered tools with a branded portal your clients love using — and your CS team loves managing.
Eliminate onboarding bottlenecks, centralize communication, and get customers to value faster, all in one simple portal.
Get clients to first value, fast
Automate file uploads, forms, and task completion so your team can activate new customers faster — no more waiting weeks for the kickoff call.
Reduce churn with clear visibility
Give your clients a visual roadmap and progress tracker so they always know what’s next — and your team isn’t buried in “where are we at?” emails.
Scale CS without scaling headcount
Empower your customers with a centralized, loginless portal so your CS team can stop chasing down assets and start focusing on outcomes.
SaaS Onboarding Features that Drive Results
Branded Onboarding Portals
Automate the collection of onboarding forms, assets, and signatures in a fully branded client portal. Deliver a polished, high-converting onboarding experience that reflects your product's quality.
Project Progress Tracking
Give clients and internal stakeholders live visibility into implementation. Reduce status update emails, eliminate confusion, and improve CS efficiency with clearly defined onboarding stages.
Integrations
Connect Motion.io to your SaaS onboarding stack though Zapier. Keep everything in sync and trigger workflows automatically.
Embedded eSignatures
Clients can review and sign contracts or agreements directly within your portal. Every signature is secure, legally binding, and instantly tracked.
Loginless Client Access
Maximize client engagement by removing friction. Motion.io lets your clients access their portal via a secure magic link—no logins or passwords needed.
“Before Motion.io, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes—freeing up our team to focus on delivering value instead of chasing clients.”
.svg)
.svg)
Scale your onboarding, not your overhead
Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.