Your perfect agency dashboard ⚡️
Create branded intake forms, client portals, approval workflows, contracts, payments, and automated workflows, all in one secure platform your team and clients will actually use.
Trusted by 40,000+ teams in 100+ countries
GDPR compliant & HIPAA-ready
Top 10 B2B form builder globally
Trusted by amazing teams at
Whether you run a marketing agency, a software consultancy, or a law firm, Formaloo adapts to your exact workflow, branding, and client delivery needs.
📊 Marketing
Replace scattered tools with one branded hub. Automate client intake, campaign tracking, approval flows, and performance reporting — all under your agency's name.
✓ Lead qualification forms
✓ Client onboarding forms
✓ Creative briefs
✓ Campaign request portals
✓ Approval workflows for copy, design, or assets
✓ UTM / paid media intake workflows
✓ Feedback and NPS surveys
✓ Retainer renewal forms
💻 Software
Build client-facing portals, project trackers, and requirement intake tools without writing a line of code. Ship faster and keep clients in the loop automatically.
✓ Discovery questionnaires
✓ Project scoping forms
✓ Feature request intake
✓ Change request workflows
✓ QA / bug report forms
✓ Sprint feedback collection
✓ Support portals
✓ Payment collection for milestones or deposits
⚖️ Legal
Capture sensitive client data securely, automate intake and document collection, and maintain full GDPR compliance — with enterprise-grade access management.
✓ Secure legal intake forms
✓ Conflict-check intake workflows
✓ Matter opening requests
✓ Document collection portals
✓ Client consent and signature forms
✓ Case update portals
✓ Internal approval workflows
✓ Secure questionnaires and review forms
Why agencies choose Formaloo
Most form tools stop at collecting information. Agencies need more. Formaloo helps you capture client data, route it to the right people, collect signatures and payments, generate documents, and give every client a clean portal experience, without losing context in email threads, spreadsheets, or disconnected tools.
Create branded, multi-step intake forms that help your agency collect better information from leads and clients from the very first interaction. Whether you need onboarding forms, creative briefs, legal intake, discovery questionnaires, or renewal forms, Formaloo helps you turn intake into a smoother, more professional client experience.
✓ Multi-step forms: Reduce drop-off and make longer forms feel faster and easier.
✓ Conditional logic: Show only relevant questions based on each client or project type.
✓ Custom branding & domains: Create a more polished, agency-owned experience.
✓ Reusable templates: Launch briefs, onboarding flows, and request forms faster.
✓ File uploads & rich fields: Collect assets, documents, and context upfront.
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Give every client a secure portal where they can submit information, upload files, review progress, and access the right documents in one place. Instead of managing everything across email threads, shared docs, and disconnected tools, your team can create a cleaner and more organized client experience.
✓ Private client portals: Give each client a dedicated and secure place to collaborate.
✓ Shared workspaces with folders: Organize forms, files, records, and updates by client.
✓ Status visibility: Reduce back-and-forth by letting clients check progress themselves.
✓ Ongoing record updates: Allow clients to return and update information anytime.
✓ Document access: Keep contracts, deliverables, and resources centralized.
Automate the documents agencies rely on every day, from proposals and statements of work to legal agreements, consent forms, and approvals. Formaloo helps you generate PDFs from submitted data, collect e-signatures, and move clients from intake to approval with less manual work.
✓ Auto-generated PDFs: Turn form submissions into polished documents instantly.
✓ Built-in e-signatures: Collect approvals without sending clients to another tool.
✓ Proposal & contract workflows: Move from inquiry to signed agreement faster.
✓ Pre-filled documents: Reduce manual copy-paste and avoid admin errors.
✓ Consistent templates: Standardize agreements, SOWs, invoices, and consent forms.
Automate the repetitive work behind your agency operations so your team can respond faster and stay more organized. From notifications and task assignment to lead routing, database updates, and integrations with your existing stack, Formaloo helps you connect intake with action.
✓ Automatic notifications: Alert the right person as soon as something is submitted.
✓ Task assignment: Route work instantly so requests do not get stuck.
✓ Lead and request routing: Send submissions to the right team, owner, or pipeline.
✓ Database updates: Keep client records current without manual admin work.
✓ Integrations with your stack: Sync with CRM, email, spreadsheets, and more.
Super Admin
Gain full control as Super Admin, manage all client sub-accounts, each with its own domain and custom settings.
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Apply your agency logo, colors, fonts, and custom domain across every form, portal, and dashboard. Your clients only see your brand.
Give each client a secure, personalized portal where they can view reports, submit approvals, and track campaign progress in real time.
Build multi-step approval flows, automated notifications, and conditional logic that route tasks without any manual intervention.
Our AI engine automatically analyzes responses, surfaces insights, and builds intelligence dashboards, boosting response quality by 96%.
Formaloo AI →Connect with the tools already in use through native integrations, webhooks, Zapier, Make, and API.
Connect unlimited client domains to Formaloo. Run every client's workspace under their own branding, all managed from one account.
Collect legally binding eSignatures, automate document approval workflows, and eliminate back-and-forth email chains for good.
Jump-start any project with battle-tested templates for client intake, campaign briefs, legal intake, proposals, and more.
For agencies with strict data sovereignty requirements, deploy Formaloo entirely on your own infrastructure. Zero cloud dependencies.
Enterprise →From IT services firms spanning eight countries to nonprofits operating across continents — real enterprises are cutting manual work, eliminating compliance risk, and scaling faster with Formaloo.
“Formaloo has been a game-changer for my agency. We cut manual work by 60%. From seamless form creation to folder organization and domain flexibility, it's a powerful Jotform alternative.”
“Formaloo has folder-level access management, allowing us to share relevant data with the right person at the right time across our distributed teams. It completely replaced our manual intake process.”
“From CRMs to teacher evaluations, internal workflows, and website forms, Formaloo has truly been a game changer for our team. Each Formaloo workflow saves us 3–7 emails per engagement.”
Formaloo powers the operational backbone of thousands of distributed enterprises across every major market. These are the numbers that reflect that trust.
Formaloo is trusted by thousands of agencies to create branded client solutions around the world.
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Read the answers to the most frequently asked questions about our AgencyOS
AI Analyst
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