Client Portal Solution

Create a client portal for
your service business
on monday.com

Turn your monday.com workspace into a client portal where clients can
view project updates, access documents, and collaborate
without exposing your internal monday.com boards.

Looking for a specific service solution on monday.com?
Find more client portal solutions for your workflow.

Why service businesses need a Client Portal for monday.com?

Many service businesses already manage their internal work on monday.com. However, communication with clients often happens outside the platform through email, shared drives, or messaging tools. This can make projects harder to manage and track.

  • Communication becomes scattered across different tools
  • Clients frequently ask for updates on project progress
  • Documents and deliverables are shared in multiple places
  • Feedback gets lost in long email threads

How service businesses use a monday.com Client Portal?

Service businesses use Client Portal Builder for monday.com to create a more organized, branded, and transparent experience for clients. Instead of sending constant updates by email, clients can log in to the portal and see the latest information from monday.com.

  • Sharing project updates and milestones
  • Providing access to documents and deliverables
  • Sharing reports and project information
  • Collecting client feedback and approvals

Features

Client Portal features built
for service businesses

Give clients one place to access updates, files, and deliverables
without exposing your internal monday.com workspace.

Client communication

Keep conversations, updates, and files in one place so client communication stays organized and easy to follow.

File sharing

Share documents, reports, and project files through a single client portal instead of multiple file sharing tools.

Project visibility

Let clients see project progress, timelines, and milestones directly in the portal without requesting updates.

Access control

Give each client access only to their own projects while keeping internal boards and workflows private.

Client feedback

Collect feedback on deliverables and documents in context so discussions stay connected to the project.

Branded portals

Create a client portal that reflects your brand and presents projects in a clear professional experience.

Can service businesses create a client portal in monday.com?

Yes. With Client Portal Builder for monday.com you can create a secure, branded client portal connected to your workspace.

Do clients need a monday.com account?

No. Clients can access the portal without entering your internal monday.com workspace.

What can service businesses share in a client portal?

Service businesses typically share project updates, documents, deliverables, and reports. Almost anything that exists on a monday.com board can be shared through the client portal.

Is a client portal useful for service businesses?

Yes. A client portal helps service businesses keep communication, documents, and updates organized in one place while giving clients clear visibility into project progress.

Get started

Build a Client Portal for your service business on monday.com

Share updates, documents, and project information with clients while keeping your internal workflows organized inside your monday.com workspace. Start building your client portal today.