No-code client portal builder
Create fully branded client portals
Give your clients a seamless digital experience that centralizes communication, simplifies workflows, and strengthens relationships, no coding needed.
No credit card required.
No-code client portal builder
Give your clients a seamless digital experience that centralizes communication, simplifies workflows, and strengthens relationships, no coding needed.
No credit card required.
+40,000 teams love Formaloo from fortune 500 companies to startups.
Customer story · Germie
“You can easily access the results of the forms, moreover when you create an app, you can build a portal with selected access roles, visibility and more...”
Rated 4.8/5 based on 1,000+ reviews
Formaloo consistently ranks as the G2 industry leader based on hundreds of customer reviews. But don't take our word for it. Check out G2’s reviews for more info.
Create, customize, and launch your portal in minutes, without hiring developers.
Branding
Create a professional client experience that perfectly reflects your business. Formaloo's intuitive drag-and-drop portal builder lets you customize your portal with custom domain and your logo. Show or hide content based on user roles or login status, all without writing a single line of code.
Security
Protect sensitive information with advanced permission settings. Define exactly who can access what content based on customizable roles like client, team member, or administrator. Built-in secure authentication ensures only authorized users can view confidential information, without requiring additional security tools.
Self-service
Provide clients with a self-service experience that saves everyone time. Clients can securely log in, access role-specific content, submit forms, and engage with your team or community. Manage unlimited portal members while gaining valuable usage insights through built-in analytics to continuously optimize the client experience.
Integrations
Eliminate confusion by connecting all your data, applications, and content management in one accessible hub. Share exclusive reports, monitor user activity, and embed custom forms to capture client information. Manage everything from a single, centralized portal that simplifies collaboration and enhances engagement.
Team
Coordinate with multiple clients efficiently. Manage projects, share documents, and track progress all in one place, enhancing client relationships and agency workflows.
Team
Centralize campaign data, track client engagement, and manage marketing assets. Gather feedback and streamline communication for more effective marketing strategies.
Team
Simplify employee management and internal communications. Use the portal to handle HR documents, benefits administration, and employee requests with ease.
Customer story · AR Consultancy
“I am able to create custom forms, surveys, and quizzes, send them to my course learners with my custom domain and I can manage all customers' details in the Customer Data portal of formaloo.”
Choose app and form templates from our 200+ selection. Customize it to match your brand's look and feel.
Template 01
Manage and visualize your sales pipeline, track opportunities, and close more deals.
Template 02
This customizable tool is designed to help teams handle tickets smoothly, ensuring no issue falls through the cracks.
Template 03
Simplify client interactions and improve communication. Deliver a seamless experience while maintaining secure access.
Template 04
Create an engaging LMS portal that centralizes your learning materials, tracks student progress, and enhances the learning experience.
Template 05
Provide your customers with a self-service portal to access information, submit requests, and manage their accounts.
Template 06
Streamline how your clients submit work requests and how your team handles them; start to finish.
Build custom portals, manage client accounts, and gain valuable insights—all through an intuitive interface built for non-technical teams.
Customize your portal with unlimited custom domains and custom codes. Create a seamless brand experience with unlimited custom domains, logo, and custom emails to align with your brand.
Track how clients interact with your portal through detailed analytics dashboards. Visualize key metrics with interactive tables, charts, and AI analytics to optimize content and improve the client experience.
Enable secure, role-based access to your portal content. Control exactly which users can view specific pages and content sections, ensuring each client or team member sees only what's relevant to them.
Scale your client base without restrictions. Easily create and manage individual user accounts with customized profiles, secure login credentials, and personalized access levels.
Protect sensitive client information with enterprise-grade security protocols. Maintain strict data privacy compliance and safeguard confidential information with advanced protection measures.
Define permissions with precision across your entire portal. Specify who can create, edit, view, and share various content types and functionalities to maintain secure and organized client access.
Connect Formaloo to 5,000+ tools like Google, Slack, and more. Easily turn your forms into powerful workflows.
Google Sheets
.svg.png)
Outlook
Slack
Zapier
HubSpot
Salesforce
Stripe
Airtable
Dropbox
Monday
Notion
Google Calendar
Mailchimp
Make
Asana
Jira
Google Drive
Active Campaign
Calendly
Intercom
Read the answers to the most frequently asked questions about our client portal software
Ready to transform your client experience?