Learn how to install the Client Portal Builder for monday.com app and how to get started quickly.
Create a secure monday.com
Client Portal without code
Client Portal Builder makes it super easy to build a custom
client portal from your monday.com workspace.
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Works with monday work... For projects and tasks |
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Works with monday CRM For customer-facing teams |
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Works with monday dev For product and dev teams |
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Works with monday service For IT and support teams |
Data management
Bring all your client data together in real-time from monday.com
Connect your monday.com boards easily in the Client Portal Builder and keep client data synced in one place. Eliminate manual updates, control access, and keep everyone aligned in real-time.
Client Portal
Flexible features
out of the box
Client onboarding
Simplify client onboarding with a prebuilt and branded login page. Followed by tailored pages built on intuitive content sections.
Client communication
Stop endless email chains and collaborate in between the portal and monday.com – easily chat and share files directly on board items.
Document management
Create a secure and central hub for clients to access, download and review important files provided directly from monday.com
Project management
Share project boards that are tailored and easy on the eye for your clients. Let clients trigger predefined monday.com automations.
Reporting
Share data and reports directly from monday.com within your portal, to provide clients with insights and keep them in the loop.
Resources
Create a resource and support hub with articles fueled from monday.com to empower clients to self-serve anytime needed.
Designed to Deliver
Build a branded and tailored
monday.com Client Portal
Branding
Match your logo, colors, and domain to keep the portal consistent with your company brand.
Automations
Let clients trigger workflows inside monday.com using simple and powerful buttons.
Mobile ready
Give clients a seamless and smooth experience on any device, including smartphones and tablets.
Collaboration
Share files, exchange comments, and keep client conversations secure in one place.
No-code
Launch fast with portal pages and prebuilt sections that need no coding or developers.
Permissions
Control granular what each client sees by setting board and item access with ease.
How it works
Client Portal building made
easy on monday.com
Manage clients
Start creating a single monday.com board where each item represents one of your clients.
Preview portal
Preview your portal and check if everything works and is displayed as intended per client.
Customize portal
Use the builder to design pages with content sections, structured to fit your client workflows.
Create accounts
Grant portal access by adding user accounts to each client, choose from login credentials or Google.
Connect boards
Connect boards and choose which data to display. Show only what matters to each client.
Publish and launch
Go live on your own custom domain. Share the secure login link with your clients and their accounts.
We believed building a Client Portal meant hiring a full team.
Client Portal Builder for monday.com proved us wrong.
We built the portal ourselves in a matter of days.
Chief Operating Officer
Medical Service Provider
Start building your Client Portal today. For free.
Start your 14-day trial to explore all the app's capabilities, and see if the Client Portal Builder matches your needs.