We are looking to build a client portal for our marketing clients. We want to give them easy access to communicate with a variety of resources in our company, view reports, access databases available to them and request new projects.
I would also like this portal to easily integrate with Monday.com since Monday is our bread and butter project management software. Does anyone have any suggestions of providers that already exist or should we be building this from scratch?
Hello @Tricatrica,
Here is a marketplace app which seems to do what you are looking for.
Hi @Tricatrica
this is Markus from Gorilla Apps. As @kolaai already mentioned (thanks for the recommendation 
by the way), our app Board to Website Widget can be a potential solution for your request.
Your workflow could look like this:
The app would transform each of your boards (topic related) into a client facing widget, that can be visually adjusted to match your brand/website before publishing, and then embedded (with the iframe embed code) into your existing website like Wordpress or whatever content management system you use.
It’s up to you, if you place each widget on separate pages (managed through your CMS), or if you prefer to embed multiple widgets on a single page.
Though this is, as of now, a one-way channel – that means your marketing clients can’t directly influence or update your actual boards through the widgets. But you could further link or embed WorkForms to enable your marketing clients to make new project requests through your website portal that end up in the related board.
I hope this makes sense, take a look at our embedded demos to get a better feeling.
Let me know what you think or if you have further questions.
– Markus
Hey @Tricatrica
Welcome to the community! With monday.com Sales CRM, you can build and launch an exclusive client management portal and enhance customer relations. The ready-made templates along with mock data in monday Sales CRM will help you implement and get going within minutes. By building such a portal, you and your clients can track all communications, streamline engagement, and foster loyalty.
If you’re looking to build custom portals, team up with a recognized monday.com consulting company. They can customize the templates by adding or eliminating widgets, rearranging elements, and selecting the data you want to display. This flexibility empowers you to deliver a personalized experience for clients.
Hi @Tricatrica — Softr could be a potential solution for you. It’s a no-code app builder that integrates with monday and allows you to build client portals on top of your board data with granular permissions.
Please let me know if you have any questions!
We love using Softr to build a client, employee, or any portal for that matter! You should try it especially now that they are officially supporting Monday.com as a data source @Tricatrica
Hey @Tricatrica ,
in the meantime, we released the app Client Portal Builder, available on the monday marketplace.
With the app, you can create and manage a Client Portal directly from within monday.com. Different ways/strategies are available to define which client is allowed to see which monday board items.
You can also embed monday WorkForms into the Client Portal. So you could use that for example to embed a “Request new Project” form.
– Simon