Create client portals from
monday.com boards

Are you interested in adding a professional, organized,
and nice looking Client Portal on top of your
monday.com board data?

Client Portal

What is a client portal
for monday.com?

A client portal is a secure online platform that allows businesses to interact and share information, based on monday.com board data, with their clients or with team members across their organization. Client portals for monday.com serve as a centralized hub where clients or teams can access various services, documents, and resources related to their relationship with the business.

Client portals streamline communication, enhance transparency, and improve collaboration between businesses and their clients while also providing a convenient and secure platform for accessing information and services. Client portals for monday.com ensure secure access for authorized individuals, allowing clients to log in with credentials while prioritizing data security through encryption.

Planned features

What are features
of a client portal?

Secure access

Users need to log in using their credentials to access the portal, ensuring that only authorized individuals can view and access the provided information.

Service access

Clients can access specific services or tools provided by the business through the portal, such as scheduling appointments, updating statuses, or submitting forms.

Document sharing

Businesses can share documents right from their monday.com boards such as contracts, invoices, reports, and other relevant files with their clients.

Data security

Client portals prioritize data security, employing encryption and other measures to protect sensitive information from unauthorized access or cyber threats.

Communication

Client portals include features that easily allow for direct communication and interaction between clients and monday.com boards.

Customization

We offer customization services to reflect your business branding and tailor the content and services offered to meet the needs of your clients.

Benefits

What are benefits
of a client portal?

Easy onboarding

With intuitive interfaces, client portals minimize friction and delays for all users, fostering positive initial impressions and enhancing client satisfaction.

Easy usage

Client portals allow users to navigate effortlessly to access services and information. Clear interfaces empower clients to interact confidently.

Fully customized

Client portals are tailored to meet clients' unique needs and strengthen brand loyalty. They enhance engagement and deliver a perfect overall solution.

Interested in becoming
an Early Adopter?

Early adopters of Client Portal for monday.com do
benefit in several ways and claim discounts.

Stay in the loop and sign up to
our Client Portal for monday.com
waitlist now