Agency OS: Custom dashboards, portals and tools for clients

100% White-label

Your brand, your rules. Own your brand completely with full control over domain, logo, colors, and every design element. Professionals enjoy custom CSS on their apps and forms.

Custom logic and calculation

Make your forms smarter and more engaging with conditional logic. Show or hide questions based on previous answers, use multiple variables and formulas to calculate scores, and personalize the experience with answer piping.

Seamless client collaboration

Enhance client engagement with branded portals. Provide secure access to project updates, reports, and resources, ensuring clients are always in the loop.

+200 templates for every need

Whether it’s custom CRMs, lead generation tools, or project management systems, Formaloo provides the flexibility to create solutions that fit your agency’s unique workflows and client requirements.

Agency Super Admin

Gain full control as Super Admin, manage all client sub-accounts, each with its own domain and custom settings.

super admin, access management, manage access

100% White-label

Integrate logo, colors, and messaging. Create fully branded tools for your clients. A seamless experience with custom domains.

Client portal

Create secure, branded client portals with easy access to reports and updates, ensuring personlized and protected experiences.

Unlimited custom domains

Connect unlimited client domains to Formaloo. Display apps and forms under each client’s unique branding.

Logic and calculation

Use logic and calculations to tailor questions based on user responses and scores. Leverage AI for dynamic answer generation and customized success pages.

Custom PDF builder

Automatically generate customized PDFs from respondent answers and send them via email. Create and distribute contracts, proposals, and personalized documents

Access management

Share forms, set up automated email notifications, and control individual access levels for a seamless user experience.

Questions & answers

Read the answers to the most frequently asked questions about our AgencyOS

What types of tools can I create for my clients using Formaloo?

You can create a wide range of tools including client portals, custom dashboards, lead generation forms, surveys, CRM systems, and more. These tools can be customized to meet your clients’ specific needs and streamline their workflows.

Can I add more seats to my Formaloo account?

Yes, you can always purchase additional seats as needed. The price for each seat is $9/month, if you buy more than 10 seats it would be $5/month for each seat.
To add more seats please contact our help desk support.

Do I need coding experience?

Absolutely not! Our no-code platform uses a visual drag-and-drop interface. Design beautiful and functional tools without writing a single line of code.

Can I customize and brand my tools?

Yes, you can fully brand your tools with custom domains, logos, colors, and messaging. This allows you to maintain a consistent brand identity for all the tools you create for your clients.

Can I manage multiple clients projects with Formaloo?

Yes, you can purchase additional seats to share your workspace with clients, controlling access to specific content. You can also create multiple workspaces to manage different clients separately. Additionally, you can create public apps and share them with clients directly.

How can I share the forms and apps I create with guests and external users?

You can share your forms and apps with unlimited guests and external users. Embed them on your website, share via a link, or create portals with different access levels to manage user permissions effectively.

Can I automate tasks and workflows for my clients using Formaloo?

Yes, Formaloo allows you to automate tasks and workflows using APIs, webhooks, and integrations with tools like Zapier and Make. You can seamlessly integrate your formaloos with 3000+ applications.

What is answer piping, and how can it benefit my forms?

Answer piping allows you to use previous responses to customize subsequent questions and form fields. This makes the form experience more personalized and relevant, improving user engagement and data quality.

Can I generate PDFs from form responses automatically?

Yes, Formaloo enables you to create customized PDFs from form responses. These PDFs can be automatically generated and sent to users via email notifications, making it ideal for contracts, proposals, and personalized documents.

Can I create custom reports and dashboards?

Absolutely! Use our powerful analytics tools to design custom reports and dashboards tailored to your client’s needs. Visualize key metrics, trends, and data in clear tables, charts, and boards, providing actionable insights and detailed performance tracking.

How does Formaloo’s logic and calculation feature work?

Formaloo’s smart forms use logic and calculations to dynamically adjust questions based on user responses. This means you can show or hide questions, perform calculations, and show multiple success pages tailored to individual user inputs.

How do email notifications work in Formaloo?

You can set up email notifications to alert you and your users upon form submission. These notifications can include personalized messages with custom templates and attached PDFs generated from the form responses. You can set up custom SMTP for your custom emails.

How can I control access to sensitive information?

We prioritize data security and empower you with access management. Define specific user roles and permissions, restricting access to sensitive information based on individual needs and job functions. Ensure only authorized personnel can view and manage confidential data.

Is Formaloo GDPR compliant?

Short answer is YES. Please read our special GDPR FAQ right here.

Is my data safe?

Formaloo is famous for its security. We have developed a comprehensive set of practices, technologies, and policies to ensure your data is secure.

Your perfect Agency dashboard ⚡️

All-in-One Tool for Agencies

Streamline your agency’s workflows, manage clients, and build custom tools—all in one platform.

Join the 8,000+ agencies using Formaloo

100% White-label

Custom logic and calculation

Seamless client collaboration

+200 templates for every need

Himanshu Ganoliya

Business development manager at Ranosys

Agency Super Admin

100% White-label

Client portal

Unlimited custom domains

Logic and calculation

Custom PDF builder

Access management

Integrate with your favorite tools

Agencies love Formaloo

Templates:Your running start.

Client onboarding

Agency services proposal

Lead generation form

Customer service survey

Project tracking and task management

Questions & answers

What types of tools can I create for my clients using Formaloo?

Can I add more seats to my Formaloo account?

Do I need coding experience?

Can I customize and brand my tools?

Can I manage multiple clients projects with Formaloo?

How can I share the forms and apps I create with guests and external users?

Can I automate tasks and workflows for my clients using Formaloo?

What is answer piping, and how can it benefit my forms?

Can I generate PDFs from form responses automatically?

Can I create custom reports and dashboards?

How does Formaloo’s logic and calculation feature work?

How do email notifications work in Formaloo?

How can I control access to sensitive information?

Is Formaloo GDPR compliant?

Is my data safe?

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