Client Portal Builder

App metadata

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  "description": "<p><strong>Client Portal Builder</strong> lets you build, manage, and publish branded Client Portals directly on monday. Securely share board items, files, and more in password-protected Client Portals. Watch the ↗️ <a href=\"https://youtu.be/VEzzMhWFyYg\" rel=\"noopener noreferrer\" target=\"_blank\">Getting Started</a> video to see the app in action, or visit ↗️ <a href=\"https://clientportalbuilder.com\" rel=\"noopener noreferrer\" target=\"_blank\">clientportalbuilder.com</a> to learn more about the app.</p><p><br></p><p><br></p><p><strong>DEMO PORTAL</strong></p><p><br></p><p>↗️ <a href=\"https://clientportalbuilder.com/demo\" rel=\"noopener noreferrer\" target=\"_blank\">clientportalbuilder.com/demo</a></p><p>Username 👉 perry@portal.com</p><p>Password 👉 #demoportal25</p><p><br></p><p><br></p><p><strong>FEATURES</strong></p><p><br></p><p>👨‍💼 <strong>Clients + Login</strong></p><p>Manage clients in a single board, granting portal access via credentials or Google.</p><p><br></p><p>✅ <strong>Board Access</strong> · ↗️ <a href=\"https://youtu.be/YSm4y9h4r6s\" rel=\"noopener noreferrer\" target=\"_blank\">Watch Video</a></p><p>Define which boards, items, and columns each client can access.</p><p><br></p><p>📄 <strong>Pages + Content</strong></p><p>Create portal pages and add content sections to your needs.</p><p><br></p><p>🗄 <strong>Conditional Content</strong> · ↗️ <a href=\"https://youtu.be/U1iIvcQbpkw\" rel=\"noopener noreferrer\" target=\"_blank\">Watch Video&nbsp;</a></p><p>Show pages and sections to clients based on certain conditions.</p><p><br></p><p>🤖 <strong>Workflow Automations [NEW]</strong></p><p>Automate processes in between monday and your client portal.</p><p><br></p><p>✏️ <strong>Item Editing [NEW]</strong></p><p>Let clients update board columns on their own behalf.</p><p><br></p><p>💬 <strong>Item Comments</strong> · ↗️ <a href=\"https://youtu.be/FTwYzxO7ons\" rel=\"noopener noreferrer\" target=\"_blank\">Watch Video</a>&nbsp;</p><p>Collaborate and chat with clients on board items and exchange files.</p><p><br></p><p>⚡ <strong>Action Buttons</strong> · ↗️ <a href=\"https://youtu.be/J0H3KPOwJyM\" rel=\"noopener noreferrer\" target=\"_blank\">Watch Video</a>&nbsp;</p><p>Add buttons to items so clients can trigger predefined automations.</p><p><br></p><p>🎨 <strong>Theme Settings</strong></p><p>Make the client portal match your company branding.</p><p><br></p><p>📊 <strong>Google Analytics [NEW]</strong></p><p>Track your clients to gain insights.</p><p><br></p><p>🌐 <strong>Custom Domain</strong> · ↗️ <a href=\"https://youtu.be/sieWFv7yK3g\" rel=\"noopener noreferrer\" target=\"_blank\">Watch Video</a></p><p>Connect your client portal to your company's domain.</p><p><br></p><p>🔒 <strong>Security + Hosting</strong> · ↗️ <a href=\"https://getgorilla.app/products/client-portal/security\" rel=\"noopener noreferrer\" target=\"_blank\">Learn More</a></p><p>Your data stays securely hosted within your monday account and region.</p>",
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  "name": "Client Portal Builder",
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  "keywords": "Client Portal,Softr,Stacker,Client,Portal,Customer,Customer Portal,Partner Portal,Contractor Portal,Help Desk",
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