Formaloo

Formaloo started as a form builder and has grown into a broader no-code platform covering client portals, PDF generation, e-signatures, AI-assisted surveys, and workflow automation. The client portal builder sits alongside these tools rather than being the core product, which shapes both its strengths and its limits.

What it builds

The portal builder lets you create password-protected, branded spaces for clients or members using drag-and-drop blocks. Each portal connects automatically to a relational database backend — no manual data wiring required. You can embed forms, data tables, kanban boards, charts, and custom pages within a portal, making it practical for onboarding workflows, intake processes, or ongoing client collaboration.

A standout feature is "Memory Forms": forms that auto-fill from a logged-in user's profile so returning clients don't re-enter the same details. Combined with the PDF builder — which generates branded proposals, invoices, or contracts from form submissions — this covers a lot of the intake-to-document workflow without leaving the platform.

Integrations and automation

Formaloo claims 5,000+ integrations via Zapier, Make, and native connectors to Google Workspace, Slack, HubSpot, Stripe, Square, PayPal, Calendly, and Microsoft 365. Webhooks, a REST API, and an SDK are available on paid plans. The platform also supports SMTP for sending emails from your own domain.

Compliance and security

GDPR and CCPA compliance is built in. HIPAA-compliant workspaces are available on Enterprise plans. SAML SSO is an Enterprise-only feature. A self-hosted deployment option exists for organizations that need data to stay on their own infrastructure.

Pricing

Formaloo offers a free tier with unlimited forms and responses — unusual for the category. The free plan includes conditional logic, basic branding, and team collaboration with limited seats.

Paid plans start at $19/month (billed annually) and unlock custom domains, white-labeling, partial submissions (lead capture from abandoned forms), and expanded storage. Higher tiers add multi-step approvals, advanced permissions, custom email templates, and folder-level access controls. Enterprise pricing is custom and adds SAML SSO, HIPAA compliance, self-hosting, dedicated support, and bulk user management APIs. Exact mid-tier pricing wasn't published at time of review.

Limitations

Formaloo's portal features are more recent additions to what is fundamentally a form and survey platform. Teams needing dedicated client-facing project management, task tracking, or file collaboration will find the portal experience thinner than purpose-built tools. The free plan doesn't include custom domains or white-labeling, so client-facing use on the free tier carries Formaloo branding. The platform also positions itself across many use cases — forms, CRM, surveys, portals, chatbots — which means no single use case gets the same depth as a specialist tool.

Best fit

Formaloo works well for teams whose client workflow is heavily form- and document-driven: agencies collecting intake data, healthcare or wellness practitioners needing HIPAA-compliant intake, or operations teams wanting to automate approval flows without code. The free tier is genuinely useful for low-volume use. Over 30,000 businesses use the platform, and it holds a 4.7/5 average across more than 1,000 reviews.