Managing client data, project updates and feedback all in one place shouldn’t feel like juggling tasks across a dozen tools. A streamlined portal brings everything under your brand, elevates the user experience, and unlocks productivity by centralizing communication, file sharing and reporting.

Why a Customizable Client Portal Matters

Off-the-shelf solutions often force you to compromise on branding, workflow or user experience. With Formaloo, you gain full control over every aspect of your portal—from color schemes and layout to data fields and access permissions. Your clients see a seamless extension of your website, not a third-party interface.

Key Benefits

• Brand consistency: Use your logo, fonts and domain for a polished look.
• Centralized data: Collect, store and manage documents, e-signatures and records in one secure place.
• Automated workflows: Trigger approvals, reminders and integrations with your favorite apps.
• Real-time insights: Turn form responses into dashboards and reports that fuel smarter decisions.
• Scalable design: Add new fields, pages or custom CSS/JS as your business evolves.

Top Features of the Formaloo Portal

1. White-Label Customization

Create a portal that feels like part of your brand. Personalize every block—forms, tables, dashboards—to match your style and build trust from the first interaction.

2. Secure Document Management

Store contracts, proposals and signed documents in a GDPR-compliant environment. Clients access, review and e-sign PDFs without leaving your platform.

3. AI-Powered Analytics

Embed live charts and reports to show progress, KPIs or satisfaction scores. Formaloo’s AI transforms raw entries into actionable insights in seconds.

4. Workflow Automation

Eliminate manual follow-ups by automating notifications, approval chains and data routing. Connect to over 5,000 apps via API, webhooks or Zapier to keep your entire stack in sync.

Get Started in Minutes

Formaloo offers ready-to-use templates for client onboarding, support tickets, project trackers and more. Customize them with a drag-and-drop editor—no coding required. Your portal goes live the moment you publish.

Pricing Plans Built for Growth

• Free: Unlimited forms, dashboards and 100 monthly submissions—perfect for startups testing the waters.
• Pro: $19/month for advanced integrations, 5,000 submissions and 2 GB storage.
• Team: $48/month (45% off limited time) with custom domains, CSS/JS and 20,000 submissions.
• Enterprise: Custom pricing for self-hosting, SSO, HIPAA compliance and dedicated support.

Unlock Your Branded Client Portal Today

Ready to transform how you interact with clients, streamline your processes and scale with confidence? Use Coupon Code: getfp2024 for 30% OFF Formaloo Premium plans and launch your first branded portal in minutes.