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.

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Custom dashboards
Forms & surveys
Customer portals
Proposals & Contracts
Forms, employee onboarding form, no-code forms, smart forms, online forms
portal mode, portal app, sign up, sign in

Join the 25,000+ businesses using Formaloo

Formaloo empowers HR teams at thousands of organizations around the world.
white label, custom domain,

White-label and branding

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.
formaloo automation, Zapier integration, Google sheets integration, hubspot integration, razor pay integration, paypal integration

Workflow Automation

No more repetitive tasks and manual errors. Automate your workflows from client onboarding to project updates, using APIs, webhooks and direct integrations.
collaboration setting, access management,

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.
Formaloo templates, custom CRM template, lead generation tool, project management system

Business 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.

Innovate your Agency’s toolkit

Formaloo equips agencies with the tools to design and deliver customized solutions for their clients, including bespoke dashboards, CRMs, and analytics tools.
Product research survey, product research form, product research template

White labeling

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

Login & sign-up

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

Analytics & dashboards

Access real-time insights with dynamic tables, charts, boards, and Kanban. Analyzing complex data with Formaloo AI, making actionable data for client decisions.

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.

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.

Integrate with your favorite tools or apps

Connect Formaloo to 3000+ tools such as Google, Slack, and more.
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Slack
Microsoft
Stripe
ActiveCampaign
Mailchimp
Twilio
Notion
Google Sheets

Agencies love Formaloo

Trusted by more than 25,000 businesses in 30+ countries.
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Templates:
Your running start.

Choose app and form templates from our 200+ selection. Customize it to match your brand's look and feel - tweak everything from colors to question types.
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Client onboarding

Simplify client onboarding with a template that collects key details efficiently, ensuring a smooth start to every project.
Use template
client onboarding template, client onboarding app, client onboarding

Agency services proposal

Gather key details and finalize proposals quickly with smart answer piping, ending with a client signature page.
Use template
agency service proposal, service proposal, agency proposal, agency service proposal template

Lead generation form

Capture valuable leads with a customizable form, designed to turn visitors into potential customers.
Use template
lead generation form, lead generation template, lead gen

Customer service survey

Gather feedback on customer service experiences with a survey that integrates seamlessly into your website.
Use template
customer service survey, customer feedback survey, customer feedback template

Project tracking and task management

Track and assign tasks, manage deadlines, and collaborate with your team in one place. Store all project details in this app.
Use template
Project management app, task management app, project management and task management template, project management and task management app,

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?

FAQ icon
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.

Do I need coding experience?

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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?

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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?

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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?

FAQ icon
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?

FAQ icon
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?

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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?

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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?

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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?

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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?

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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?

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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?

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

Is my data safe?

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

Discover more

Survey Maker
Quiz Maker
Dashboard Builder
Portal Builder
Poll Maker

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Create custom client solutions with ease

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HR portal, human resources portal

What you want is what you get

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Formaloo is the best customer engagement platform that lets you build beautiful forms, quizzes, customer portals, CRMs, and any other business apps without any code - all in one place! More than 25,000 businesses use Formaloo every day to create customer engagement tools like quizzes, calculation forms, membership websites, client portals, HR dashboards, and smart surveys with AI.

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