agency

Agencies

5 steps to agency onboarding with Formaloo

Simplify client onboarding, automate workflows, and impress with branded workspaces using Formaloo's Agency OS—your ultimate tool for agency success.

Anano Ghibradze

Agencies

Agency automation guide with Formaloo

Automate your agency's tasks with Formaloo's AgencyOS. Manage clients, streamline workflows, and enhance efficiency with no coding needed—boost productivity and save time.

Anano Ghibradze

Case studies

How Formaloo transformed “Problem Solver’s Consultants’” operations and client engagement

Problem Solver’s Consultants (PSC) streamlined operations and improved client relationships by adopting Formaloo, automating workflows, and enhancing transparency, leading to a 15% revenue increase.

Anano Ghibradze

Agencies

GoHighLevel vs. Formaloo: Which is better for your agency?

Let me guess: Your agency is growing, and you need a tool to market your brand, streamline your workflow, and so on. Read this GoHighLevel vs. Formaloo review for the answer.

Agencies

Best CRM for agencies: Top 6 picks

Are your agency’s sales going down? Client satisfaction is feeling ‘meh’? Here are the 6 best CRM for agencies to solve your problems.

Agencies

How to write a successful proposal for agencies

Learn the key elements of a successful agency proposal and how to write it. Discover how Formaloo’s customizable templates can help you craft winning proposals that stand out and close deals faster.

Mohammad Kefayat

Agencies

Why tax professionals switch to Formaloo portals

Discover how Formaloo’s client portals empower tax professionals with custom workflows, secure access, AI analytics, and scalability to enhance legal case management.

Mohammad Kefayat

Agencies

How to create a customer portal?

Build a custom customer portal to transform your client experience. Enhance communication, streamline onboarding, and provide 24/7 access to services—all from one secure platform.

Mohammad Kefayat

Agencies

How to write a creative brief: 2024 comprehensive guide

Learn how to write an effective creative brief with our guide for creative directors. Discover key components, best practices, and use Formaloo’s template today

Mohammad Kefayat

Agencies

A step by step guide to mastering client onboarding

Master client onboarding with Formaloo’s template. Build trust, manage client info, and enhance collaboration for client satisfaction and customer success.

Mohammad Kefayat

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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.