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.

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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.

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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.

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Integrations

Connect Motion.io to your SaaS onboarding stack though Zapier. Keep everything in sync and trigger workflows automatically.

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Embedded eSignatures

Clients can review and sign contracts or agreements directly within your portal. Every signature is secure, legally binding, and instantly tracked.

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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.

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“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.”

Lloyd Boolkin, Head of Customer Success at Wirely

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Why teams trust Motion.io
to run their client projects

78% fewer

client follow-up emails

20+ hours

project management work eliminated

3x faster

project kick-offs

“Before implementing Motion.io, we anticipated hiring a full-time project manager. Motion.io’s automation eliminated 20+ hours of manual project management work each week, allowing us to indefinitely delay that hire.”

Stephanie Hofhenke

String Marketing

“Over the past 6 years, we’ve tested countless project management tools—and every one left us frustrated. Motion.io is the first platform that truly works for both our team and our clients. Managing projects is now seamless, client communication is effortless, and the responsiveness of the Motion.io team has exceeded every expectation."

Tanya Flynn

Cedar Fort, Inc.

"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."