Learn how to install the Client Portal Builder for monday.com app and how to get started quickly.
Create a secure monday.com
Vendor Portal without code
Client Portal Builder makes it super easy to build a custom
vendor 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 data together in real-time from monday.com
Connect your monday.com boards easily in the Client Portal Builder and keep vendor data synced in one place. Eliminate manual updates, control access, and keep everyone aligned in real-time.
Vendor Portal
Flexible features
out of the box
Vendor onboarding
Simplify vendor onboarding with a prebuilt and branded login page. Followed by tailored pages built on intuitive content sections.
Vendor 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 vendors to access, download and review important files provided directly from monday.com
Order management
Share order boards that are tailored and easy on the eye for your vendors. Let vendors trigger predefined monday.com automations.
Reporting
Share data and reports directly from monday.com within your portal, to provide vendors with insights and keep them in the loop.
Resources
Create a resource and support hub with articles fueled from monday.com to empower vendors to self-serve anytime needed.
Designed to Deliver
Build a branded and tailored
monday.com Vendor Portal
Branding
Match your logo, colors, and domain to keep the portal consistent with your company brand.
Automations
Let vendors trigger workflows inside monday.com using simple and powerful buttons.
Mobile ready
Give vendors a seamless and smooth experience on any device, including smartphones and tablets.
Collaboration
Share files, exchange comments, and keep vendor 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 vendor sees by setting board and item access with ease.
How it works
Vendor Portal building made
easy on monday.com
Manage vendors
Start creating a single monday.com board where each item represents one of your vendors.
Preview portal
Preview your portal and check if everything works and is displayed as intended per vendor.
Customize portal
Use the builder to design pages with content sections, structured to fit your vendor workflows.
Create accounts
Grant portal access by adding user accounts to each vendor, choose from login credentials or Google.
Connect boards
Connect boards and choose which data to display. Show only what matters to each vendor.
Publish and launch
Go live on your own custom domain. Share the secure login link with your vendors and their accounts.
Client Portal Builder made it simple to set up our portal.
Now our vendors can track progress, and easily
collaborate with our monday.com team.
Sales Director
Steel Manufacturer
Start building your Vendor 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.