How to build a client onboarding portal with a project tracker easily

Formaloo makes it easy to build powerful, no-code client portals tailored to your workflow.

With features like:
✅ Role-based access;
✅ Unlimited custom domains;
✅ Kanban views
✅ Personalized dashboards;

You can centralize client communication, task tracking, and data collection—all in one place.

Whether you're onboarding new clients, managing projects, or gathering feedback, Formaloo gives you full control over the experience. Branded, secure, and scalable without writing a single line of code.

Absolutely! This webinar is designed for both new and experienced Formaloo users. We’ll walk through everything step by step - so even beginners can follow along and build their own portal by the end.

Yes, all registrants will receive a recording of the webinar along with helpful resources.

Formaloo users can instantly apply what they learn, but the concepts we’ll cover are valuable for anyone exploring workflow automation.

A client portal is a centralized digital space where clients can track their onboarding progress, submit necessary information, and collaborate with your team. It helps streamline communication, organize tasks, and provide a professional onboarding experience.

Yes. Formaloo lets you restrict access so clients can only view and manage their own submissions. This is perfect for keeping data private while still allowing users to track their tasks or projects.

Formaloo lets you track client projects in a visual Kanban board, assign tasks, collect feedback, and control access, all from a single dashboard. It simplifies your workflow while keeping your clients updated in real time.

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.

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