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.

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.

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Collect files, forms, and signatures
File annotations and approvals
Centralize customer communication
Fully white-labeled and loginless client portals
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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.

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Collect signatures, files, forms, and more
Automated reminders for client tasks
Streamline communication in white-label portals
Project progress tracker to keep clients accountable
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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.

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Clients access portals with a single, secure link
Automated follow-ups for client tasks
Built-in chat centralizes client communication
Use Zapier to connect to other mission-critical applications
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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.

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File annotations and approvals
Collect files, forms, and signatures
White-labeled client portals
Automated task reminders
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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.

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Embed resources, apps, and websites
Centralize client communication in white-label portals
Automate reminders for student to-do's
Collect signatures, files, forms, and more
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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.

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Automate client onboarding in white-label portals
Collect forms, files, signatures, and more
Use Zapier to connect to other mission-critical applications
Track project progress and eliminate roadblocks
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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.

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Collect tax docs, bank statements, and signatures in one place
Centralize client communication in branded, secure portals
Automate deadline reminders for client to-do’s
Embed checklists, forms, and document upload links
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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.

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Share proofs, request feedback, and track revisions
Centralize communication in a custom-branded portal
Automate reminders for client tasks and approvals
Collect brand guidelines, logos, and inspiration files
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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.

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Collect design requests, mockups, and sizing info
Share style boards, spec sheets, and more
Automate approvals and file hand-offs
Keep clients in the loop with milestone tracking
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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.

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Collect client bios, headshots, and brand materials
Share campaign calendars, deadlines, and assets
Keep all stakeholders aligned with automated updates
Centralize media kit approvals and messaging feedback
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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.

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Collect brand questionnaires and intake forms
Organize strategy docs, mood boards, and revisions
Automate follow-ups for client deliverables
Gather approvals and feedback—all in one branded portal
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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.

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Share timelines, checklists, and key deadlines
Keep communication organized and easy for clients
Automate reminders for tasks and decisions
Collect contracts, guest lists, and design preferences
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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.

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Why growing B2B teams trust Motion.io

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."
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.