Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Create client portals from your
monday.com workspace
Client Portal Builder for monday.com lets you easily create,
manage and publish Client Portals on monday.com
Our Client Portal Builder is the only app of its kind that is perfectly
integrated into the monday.com workspace. We designed
the app to feel like a natural and seamless extension.
Markus Müller
Gorilla Apps
Works with your favorite
monday.com product
 |
monday work management For projects and tasks |
 |
monday CRM For customer-facing teams |
 |
monday dev For product and dev teams |
 |
monday service For IT and support |
Features that are
designed to deliver
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.
Easy user onboarding
With intuitive and tailored user interfaces, Client Portals allow users to navigate effortlessly and confident to access services and monday.com board data.
Document sharing
Businesses can share documents right from their monday.com boards such as contracts, invoices, reports, and other relevant files with their clients.
Customization
Adapt your Client Portal and make it match your company's brand by customizing the colors, uploading a logo and connecting your own domain.
Data security
Client Portal Builder perfectly passed the review process by monday.com and was checked for certain security aspects. Learn more about data security and compliance.
No code required
The Client Portal Builder is a no code solution that comes with pre-built content sections. Put together your Client Portal in just a few minutes, without developers.
Learn more about the
Client Portal Builder
Client Portal Builder vs Softr: Which fits into your monday.com workflow?
Curious about the difference between Client Portal Builder and Softr for building monday.com client portals? This post breaks down the pros, cons, and what makes each one a better fit.
Display monday.com board items in your Client Portal to your clients
Want to give access and display select monday.com board items to your clients in your client portal? This guide covers everything you need to know about how to create and manage board sources.
Getting started with the Client Portal Builder for monday.com
Want to build a Client Portal on top of your monday.com boards? This guide covers everything you need to know about how getting started building your Client Portal directly on monday.com
Keen to learn more about the Client Portal Builder?
Explore all the features and benefits of the Client Portal Builder for monday.com on our dedicated product website.