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 teams at
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Whether you run a marketing agency, a software consultancy, or a law firm, Formaloo adapts to your exact workflow, branding, and client delivery needs.
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.
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.
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.
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.
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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.
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.
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