Build custom, structured Excel reports from monday.com board data and send them automatically to the right people on schedule.
Client Portal Builder
Build a Client Portal
on monday.com
Create dedicated client experiences around the projects, files and workflows
you manage in monday.com. Give every client one place to follow
progress, exchange information and take action.
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- 675 Installs
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
What is a monday.com client portal?
A monday.com client portal gives clients, customers or partners a dedicated place to access the parts of your workflow that concern them.
Your team continues managing projects, files, CRM data and other processes in monday.com, while each client sees only the relevant information and actions in their portal. Instead of sharing an internal board directly, Client Portal Builder brings selected data from your existing workflows together in structured and branded portal pages.
You can sign in to our demo portals to experience how a monday.com client portal looks from a client’s perspective and explore the client-facing features you can adapt for your own portal.
Why teams build monday.com client portals?
Many teams, such as agencies or consultants, manage clients, projects, files and communication in monday.com. But clients often need a simpler experience around those internal workflows:
- Relevant information may be spread across multiple boards
- Internal board structures are not designed for clients
- Each client may need different information and actions
- Clients upload files, comment, approve or update information
Dedicated monday.com client portal solutions bring these client-facing parts together in one controlled experience while your team continues managing the underlying workflows in monday.com.
How it works
How Client Portal Builder
for monday.com works
Connect the monday.com workflows you already use, build one portal experience
and control which information and actions are available to each client.
1. Connect your client workflows
Use the boards where you manage clients, projects, files and other client-facing information as sources for your portal.
2. Build the client experience
Create portal pages, choose which information and actions appear, and control what each client can see and interact with.
3. Invite clients to their portal
Give clients access to a branded portal while your team continues managing the underlying projects and workflows in monday.com.
Client workflows
Create client experiences around
your monday.com workflow
See it in action
Explore the monday.com
Client Portal live demos
Log in to our demo portals and experience Client Portal Builder from a client’s perspective. Browse pages, follow project updates, access files and explore how different client workflows can be structured.
Testimonials
Trusted by teams building portals with monday.com
Teams use Client Portal Builder to securely share monday.com board data with clients, partners, and external stakeholders. Here is what users say about their experience using the portal in real client-facing workflows.
We tried several different portal solutions, and this was the only one that had the one-to-one client option. Great!
We love the Client Portal.
Simon and the team have been amazing. The app integrates perfectly with how we work with our customers.
Building in Client Portal Builder has been genuinely straightforward. The setup and workflow are intuitive and smooth.
The Client Portal gives our clients a much cleaner and easier way to view our data without navigating the full monday.com workspace. We couldn’t be happier!
The team is outstanding when it comes to support and solving problems. Highly recommended.
The portal has been working great for us! Thank you for all of the updates and tweaks you made for us before launch.
Our rollout to clients is going well. We already have several clients set up on the portal and they are finding it very helpful.
You have a great product, and all your communication is so responsive and transparent.
Consultant for monday.com
I really appreciate the continued level of support. Our team is heavily dependent on your platform, and it has helped us tremendously.
This is the best app we use on monday.com, and we can't live without it anymore! We appreciate the attentiveness of the Gorilla Apps team very much.
The portal has been very well received by our clients!
I have to say I am super impressed with your Client Portal Builder. We've looked everywhere for a solution and yours has been outstanding to test and build out.
Features
Client Portal features
built for monday.com
Client Portal Builder runs directly inside your monday.com workspace and connects with
your existing boards, automations and workflows to create tailored client experiences.
Show each client only the boards, items and information relevant to them in their individual portal view.
Clients and teams can comment on items. Messages automatically sync in between the portal and monday.com workspace.
Connected board data
Keep managing data in monday.com while each portal reflects the board information connected to that client.
Connect your domain, customize colors and logo so your portal presents data in a clear and professional interface.
Allow clients to update selected item columns in the portal to submit information or approvals.
Share files and assets
Give clients access to files and share documents directly in the portal so everything stays in one place.
Clients sign in to their portal using credentials or Google without needing a monday.com user account or seat.
Trigger monday.com automations when clients interact with the portal, such as updating statuses or notifying your team.
Built for monday.com
Client Portal Builder runs directly in your workspace and works with your existing boards, automations and workflows.
Works with your monday.com products
Client Portal Builder works with any monday.com product, helping teams create
client experiences around CRM, project, service and development workflows.
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monday work management For projects and tasks |
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monday CRM For customer-facing teams |
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monday dev For product and dev teams |
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monday service For IT and support |
Blog
Guides and tutorials for building
monday.com client portals
Explore tutorials, comparisons and technical guides
for building secure client portals with monday.com.
How to share your monday.com boards with external users and guests
Sharing monday.com boards with external users and guests is easy. In this post, we’ll cover the built-in options, their pros and cons, and why a monday.com client portal is often the best solution.
Does monday.com have a Client Portal for external users?
Yes, monday.com has a Customer Portal for monday service. For broader external client access to projects, files, and board data, Client Portal Builder may be the better fit. Learn more about the options.
Client Portal Builder vs Softr for monday.com: Which fits your workflow?
Both Client Portal Builder and Softr can build client portals on top of monday.com. We compare how they differ in setup, flexibility, client access, communication, automations and pricing.
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Yes. monday service includes a Customer Portal for service workflows. For broader client experiences around projects, CRM data, files and other monday.com workflows, Client Portal Builder lets you create dedicated portals using your existing boards.
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How do clients access a monday.com client portal?
Clients sign in through a secure portal link using credentials or Google authentication. They access only the project information, files and actions made available to them without entering your monday.com workspace.
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What information can be shared in a monday.com client portal?
You can share selected boards and items from your monday.com workspace. Clients can view project updates, attachments, status changes and other information depending on how the portal is configured.
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Do clients need a monday.com account to access the portal?
No. Clients sign in to a portal built with Client Portal Builder for monday.com using credentials or Google authentication, without needing a monday.com user account or seat.
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What teams typically use a monday.com client portal?
Client portals are commonly used by agencies, consultants, project teams and service providers that manage work in monday.com and need a secure way to share progress with clients.
Pricing
Save 25% annually or stay flexible month to month
One plan includes all Client Portal Builder features for your entire monday.com account. Try it free for 14 days and receive a full refund if you cancel within 30 days.
Payments and invoicing are securely processed directly between your organization and the monday.com marketplace team.
Recommended
$150 / MONTH
Annual billing
Subscribe yearly to save a total of $600 per year and get billed for only $1,800 annually.
Standard
$200 / MONTH
Monthly billing
Subscribe monthly to cancel it anytime before the start of the next billing period.
Estimate how much time your team could save managing client access, updates, files, and communication. And see when that value covers the subscription cost.
One-minute fit check
Is Client Portal Builder the right fit for your monday.com workflow?
Answer a few quick questions about external access, permissions, collaboration, and scale. You’ll receive a practical recommendation based on your requirements, without submitting your email address.
For monday.com partners
Building client portals for your monday.com customers?
Work closely with the Gorilla Apps team during implementations, get practical support for complex customer requirements, and join our Client Portal Builder partner program for consultants and agencies.
Get started
Get started with Client Portal
Builder for monday.com
Test the app with your workflows and request a free extension on demand before subscribing.
Subscribe risk-free and cancel within 30 days of purchase to receive a full refund automatically.
Cancel your subscription anytime before the next billing cycle with no long-term commitments.
Try for free
Start building your monday.com client portal for free today
Create a dedicated client portal around the projects, files and workflows you already manage in monday.com. Get started today with your free 14-day trial.