Client portal software built to help B2B teams scale
Streamline onboarding, task tracking, and file collection in one branded, loginless portal—so your team scales without adding more admin.
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Built for B2B businesses where onboarding blocks growth
Skip the spreadsheets and endless emails. Motion.io gives B2B teams across industries a simpler, more scalable way to onboard clients and deliver work without bottlenecks.
MARKETING AGENCIES
Ditch the Google Sheets and email follow-ups
Ditch the spreadsheets and follow-up emails. Motion.io centralizes every task, file, and approval—so you can onboard clients faster, with fewer bottlenecks.
CONSULTANTS
Take on more clients, not more admin work
Stop chasing clients for forms, files, and approvals. Motion.io replaces spreadsheets, emails, and Slack threads with a centralized onboarding platform designed for consulting businesses.
SOFTWARE COMPANIES
Don't let onboarding drag down activation
Ditch the spreadsheets and follow-up emails. Motion.io centralizes every task, file, and approval—so you can onboard clients faster, with fewer bottlenecks.
WEB DESIGNERS
Handle more clients without more admin work
Automate your onboarding process, collect information faster, and make your team's communication and collaboration with website design clients seamless.
EDUCATION
Increase student and stakeholder engagement
Motion.io helps educational organizations replace scattered forms, emails, and spreadsheets with a centralized, trackable workflow. Give students, staff, and partners a seamless onboarding experience—so your team can spend less time chasing paperwork and more time delivering impact.
REAL ESTATE & LENDING
Close deals faster with less operational drag
Motion.io gives your borrowers one simple, branded portal to upload loan documents, complete tasks, and stay on track. No more chasing paperwork or juggling email threads — just faster closings and happier clients.
ACCOUNTING & BOOKKEEPING
Boost client engagement and eliminate onboarding chaos
Ditch the spreadsheets and follow-up emails. Motion.io helps accountants and bookkeepers centralize every document request, task, and deadline—so you can onboard clients faster, stay organized, and spend less time chasing information.
GRAPHIC DESIGNERS
Streamline client onboarding and brand asset collection
Tired of chasing down feedback, brand assets, and approvals? Motion.io brings everything into one portal—so you can spend more time designing and less time emailing.
APPAREL DESIGN COMPANIES
Simplify design approvals and client communication
Whether you're managing custom merch, fashion drops, or print-on-demand, Motion.io helps you centralize requests, collect design feedback, and streamline production workflows.
PUBLIC RELATIONS FIRMS
Keep PR clients informed, aligned, and engaged
From onboarding to press release approvals, Motion.io helps PR teams streamline client collaboration and reduce time-consuming back-and-forth.
BRAND DESIGNERS & STRATEGISTS
Deliver high-touch brand experiences without the back-and-forth
Ditch the spreadsheets and follow-up emails. Motion.io centralizes every task, file, and approval—so you can onboard clients faster, with fewer bottlenecks.
WEDDING & EVENT PLANNERS
Keep clients on track from proposal to party
Ditch the spreadsheets and long email chains. Motion.io helps planners simplify task tracking, file collection, and vendor coordination—all in a central, client-facing hub.
One place to manage client work from signed contract to final deliverable
Stop bouncing between tools to track tasks, gather assets, and keep clients in the loop. With Motion.io, every step—onboarding, approvals, and ongoing work—lives in a single, branded workspace your clients actually use. No logins. No chaos. Just smoother delivery and fewer bottlenecks.
Get Started for Free →.webp)
Why growing B2B teams trust Motion.io
client follow-up emails
project management work eliminated
project kick-offs

String Marketing

Cedar Fort, Inc.

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.

