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.

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Ticketing portal
Client onboarding portal
Healthcare portal
School management portal

Trusted by industry leaders worldwide

+30,000 brands love Formaloo from fortune 500 companies to startups.
“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.
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Why businesses choose Formaloo for their client portals

Create, customize, and launch your portal in minutes—without hiring developers.

Build a portal that elevates your brand

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.

Setup access control & 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.

Empower clients with self-service capabilities

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.

Centralize your tools and communications

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.

Powerful features designed for client success

Build custom portals, manage client accounts, and gain valuable insights—all through an intuitive interface built for non-technical teams.

100% white-labeling

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.

Comprehensive analytics

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.

Flexible access control

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.

Unlimited portal members

Scale your client base without restrictions. Easily create and manage individual user accounts with customized profiles, secure login credentials, and personalized access levels.

Enterprise security standards

Protect sensitive client information with enterprise-grade security protocols. Maintain strict data privacy compliance and safeguard confidential information with advanced protection measures.

Granular permission controls

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.

Integrate with your favorite tools

Connect Formaloo to 3,000+ tools such as Google, Slack, and more.
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Slack
PayPal
Stripe
Microsoft
Notion
Hubspot
Mailchimp
Google Sheets

Designed to be loved by every team

Project leads

Coordinate with multiple clients efficiently. Manage projects, share documents, and track progress all in one place, enhancing client relationships and agency workflows.
See how agencies use Formaloo for PM

Marketing

Centralize campaign data, track client engagement, and manage marketing assets. Gather feedback and streamline communication for more effective marketing strategies.
See how marketers use Formaloo

Human resources

Simplify employee management and internal communications. Use the portal to handle HR documents, benefits administration, and employee requests with ease.
See how HR teams use Formaloo

Start with a portal template or build one today!

Choose app and form templates from our 200+ selection. Customize it to match your brand's look and feel.
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Sales CRM

Manage and visualize your sales pipeline, track opportunities, and close more deals.
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Ticketing management system portal

Streamline your support process, track ticket status, and enhance customer satisfaction by providing timely responses and organized communication.
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Client portal

Simplify client interactions and improve communication. Deliver a seamless experience while maintaining secure access.
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Online course portal

Create an engaging LMS portal that centralizes your learning materials, tracks student progress, and enhances the learning experience.
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Customer portal

Provide your customers with a self-service portal to access information, submit requests, and manage their accounts.
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Questions & answers

Read the answers to the most frequently asked questions about our client portal software

What is a client portal and how will it benefit my business?

FAQ icon
A client portal is a secure digital workspace where you can centralize client communications, share documents, collaborate on projects, and deliver services. Formaloo's client portal solution helps you eliminate communication gaps, reduce back-and-forth emails, strengthen client relationships, and create a professional, branded experience that sets you apart from competitors.

How easy is it to customize my portal with Formaloo?

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Extremely easy! Formaloo's white-label platform features an intuitive drag-and-drop builder that requires zero technical skills. You can completely personalize your portal's design, domain, and notification emails to match your brand identity in minutes rather than weeks or months of development work.

Is there a limit to the number of clients I can manage in my portal?

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No, Formaloo allows you to manage unlimited members as clients. Whether you’re handling a small group or a large customer base, you can onboard, manage, and engage with as many users as needed, without restrictions.

Can I control access and permissions in the client portal?

FAQ icon
Yes, Formaloo provides advanced access control features. You can set permissions to manage who can view, edit, and share content based on user roles, ensuring that sensitive information is secure and accessible only to authorized users.

How do I get started and get support?

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Getting started is easy! Explore our website, sign up for free, and access our comprehensive documentation and tutorials. Our responsive support team is always here to help you with any questions.

What analytics and reporting tools are available?

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Formaloo’s client portal includes comprehensive analytics and reporting tools. Track user interactions, monitor key metrics, and visualize data with interactive charts and graphs to gain insights and optimize portal performance.

How secure is the client portal?

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Formaloo’s client portal is built with enterprise-grade security features. We ensure robust data protection and privacy to keep your information safe and secure from unauthorized access.

How do I set up user accounts and manage login credentials?

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Formaloo makes it easy to create and manage user accounts. Set up individual profiles, handle login credentials, and control access levels to ensure a personalized and secure experience for each user.

Can I use a custom domain for my portal?

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Yes, with Formaloo, you can use a custom domain for your client portal. This feature allows you to maintain consistent branding and offer clients a seamless, professional experience under your own domain.

What other tools can I build with Formaloo?

FAQ icon
Besides client portals, Formaloo allows you to create a variety of tools such as surveys, forms, dashboards, and AI builders. Customize these tools to fit your specific business needs and integrate them seamlessly into your operations.

Discover more

Form builder

Dashboard builder

AI builder

Marketing Suite

Custom CRM

Ready to transform your client experience?

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Formaloo Work OS empowers you to create stunning forms, dashboards, customer portals, CRMs, and various business apps—all without any coding, in one centralized platform. Trusted by over 25,000 businesses daily, Formaloo helps you build internal tools and customer engagement solutions like AI-powered quizzes, calculation forms, membership websites, client portals, HR dashboards, and smart surveys.

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