We are still early and cannot name a launch date yet. We expect to have the framework and prototype setup ready for testing in summer 2024. If you are interested in a client portal for monday.com, feel free to sign up to the waitlist and stay updated on upcoming news.
Planned product
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? Let us know by signing up to the waitlist.
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.
Planned workflow
How can I create a client
portal on monday.com?
Install the app (soon)
The Client Portal for monday.com app provides the core functionality to manage credentials, choose monday.com boards to be used, and configure general settings.
Custom development
Once the costs have been approved, we start working on the technical side and customization of your organization's client portal for monday.com.
Book a workshop
The next step includes a workshop to discuss all the requirements of your client portal for monday.com, and to learn which customizations need to take place.
Client portal launch
When all the settings and templates are customized to your needs, you are good to go to launch your client portal and give your clients access with their credentials.
Get an estimate
Based on the workshop we will provide a timeframe and an estimate along with a detailed list of services that are to be performed contract based.
Stay in the loop and sign up to the Client Portal waitlist now
Client Portal for monday.com is still in its early stages. Sign up to the waitlist and let us know if you are interested in a client portal for monday.com
Can I create a client portal without booking a workshop and custom development?
The app itself provides some basic core functionality as is, but can most probably not be used out of the box. That saying, client portal for monday.com won't be a no-code solution such as softr. Since every client portal has very individual and special requirements, it is recommended to book a workshop to discuss about all the possible options.
How much does the custom development of a client portal for monday.com cost?
Organizations have unique requirements for their client portals. We will offer multiple packages for reasons of cost transparency. To learn more about your individual use case, we suggest to book a workshop and discuss about your requirements.
Which additional ongoing costs are involved with the client portal for monday.com?
The core app itself is most probably subscription based directly on monday.com. The monthly cost will be around $200 to $400 flat and the subscription includes a license to run your client portal for monday.com
Do you offer special deals for official monday.com partners?
Yes, in case you are a monday.com partner and you want pitch the client portal app and our customization services to your clients, feel free to contact us directly and discuss about a potential partnership coming along with special benefits.
Looking for a quick solution?
If you are looking for a fast and more easy solution for
sharing monday.com board data on your website, you
want to take a look at Board to Website Widget.
