The best client portal software

Create fully branded client portals

Give your clients seamless access to everything they need with a branded portalthat simplifies workflows and communication—no coding required.

Start here, it's free!
Ticketing portal
Client onboarding portal
Healthcare portal
School management portal

+25,000 brands love Formaloo

Formaloo is loved by fortune 500 companies, and many more.
“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.

Why choose Formaloo for your custom client portal?

Design, customize, and manage your portal in minutes—no coding needed.

Design your portal to fit your brand

Create a client portal that looks and feels like your business. With Formaloo’s drag-and-drop builder, you can fully customize layouts, add branded content, and set membership-only access. Show or hide pages based on user roles or login status—no coding required.

Setup access control & security

Easily manage permissions with advanced access settings. Control who sees what based on roles like client, team member, or admin. Secure login and sign-up accounts are built in, ensuring only the right users access the right information, without the need for third-party tools.

Empower clients with self-service portals

Give your clients a smooth, self-service experience. They can log in, access gated content, submit forms, and even engage with your community. Manage unlimited members effortlessly while gathering insights with built-in analytics to optimize your content.

Integrate your tools in one place

Seamlessly connect your data, apps, and CMS. With Formaloo, you can share exclusive reports, track user activity, and embed custom forms to capture member details. Manage everything from one portal—simplifying collaboration and engagement.

Fast, flexible, and designed to fit your client needs and workflows

Craft custom client portals, engaging user accounts, and gain data insights - all without coding

Fully White-labeled

Customize your portal with unlimited custom domains and custom codes. Adjust design, logo, domain, and emails to align with your brand for a seamless client experience.

Analytics & reporting

Track user interactions and key metrics with detailed analytics. Use interactive tables, charts and graphs to gain insights and optimize your portal’s performance.

Subscription access

Enable secure, subscription-based access for your client portal. Manage memberships, control entry to exclusive content, and streamline user sign-ups with integrated payment options.

Unlimited members

Create and manage individual user accounts easily. Handle profiles, login credentials, and access levels to ensure a tailored experience for each user.

Enterprise-grade security

Ensure high-level protection and maintain user privacy with enterprise-grade security for your portal.

+10 Access controls

Manage permissions with precision. Control who can create, edit, view, and share content and functionalities to ensure secure and organized access.

Integrate with your favorite tools

Connect Formaloo to 3,000+ tools such as Google, Slack, and more.
See all
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.
See all

Sales CRM

Manage and visualize your sales pipeline, track opportunities, and close more deals.
Use template

Ticketing management system portal

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

Client portal

Simplify client interactions and improve communication. Deliver a seamless experience while maintaining secure access.
Use template

Online course portal

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

Customer portal

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

Questions & answers

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

What is a client portal?

FAQ icon
A client portal is a secure online space where businesses can share information, manage interactions, and offer services to their clients. Formaloo’s client portal allows you to customize this space to fit your brand, streamline communication, and enhance user experience.

How can I customize my client portal with Formaloo?

FAQ icon
Formaloo offers a white label client portal platform, enabling you to tailor design, domain, and email settings. Use our drag-and-drop builder to create a portal that reflects your brand’s identity and meets your specific needs.

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

FAQ icon
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?

FAQ icon
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?

FAQ icon
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?

FAQ icon
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?

FAQ icon
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?

FAQ icon
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

Survey Maker
Dashboard Builder
AI Builder
Marketing Suite
Custom CRM

Sounds fantastic, right?

Create your custom client portal, Now!

Try Formaloo freeRequest a demo

What you want is what you get

English
Company
🚀 Formaloo 3.0 keynoteAbout usPricingBlogContact usWe're hiring!Terms & conditionsPrivacy policyGDPR readyReport abuseGet Paid!
Use cases
Custom CRMPDF builderQuiz makerSurvey makerPoll makerCalculator BuilderChatbot builderForm BuilderEnterprise survey softwareFormaloo AINo-code AI builderHealthcare workflow automation
Formaloo for
AgenciesSalesHRHealthcareEducationStartupsE-commerceOperations & ProcessesEvents & ExhibitionsRemote TeamsNon-profitsEnterprise
Resources
SupportProduct RoadmapTutorials & WebinarsIntegrationsFormaloo vs OthersFormaloo vs. TypeformFormaloo vs. JotformSecurityAPI DocsStatusRequest a demo

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.

Made with passion by Formaloo team © 2025 Formaloo Solutions Inc. 10 Dundas St, Toronto, Canada. All rights reserved.