Create a custom monday.com client intake form
Streamline client onboarding with a tailored intake form that integrates seamlessly into your monday.com workflow and processes.
Tailor your client intake form to your needs
Choose only the steps and views your intake process requires. Customize now, and update your form easily as your client workflows grow or change.
Client intake form submission
Lead qualification tracking
Automated follow-up tasks
Centralized client database
Document uploads and sharing
Client onboarding progress
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client intake.
Streamlined, secure client intake for every user.
Collect and manage client information through a branded, secure portal. Set up custom forms, permissions, and user access in just minutes.
Easy, secure logins
Clients can complete intake forms on any device—no extra work needed. Mobile-ready portals out of the box.
Works on any device
Clients can complete intake forms on any device—no extra work needed. Mobile-ready portals out of the box.
Automations
Connect with tools like Make, Zapier, or N8N to automate follow-ups, notifications, or data transfers after intake.
User groups
Give different client types or team members unique login experiences and dashboards for their intake needs.
Advanced permissions
Set rules to control who can view, edit, or manage client submissions—customized for each group.
Security
Protect sensitive client data. Softr portals are SOC2 and GDPR compliant, with robust access controls.
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An AI assistant for intake teams
Let teams ask AI about client forms, status, or details—answers and insights appear instantly inside your intake workflow.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Create a monday.com client intake form in minutes using drag-and-drop and ready templates.
Consolidate your stack
Add fields, automations, or integrations as your intake process changes—no need to rebuild.
Flexible as you grow
Manage intake forms, client data, and internal tools in one place—no extra platforms needed.
Build a fully custom client intake form in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your client intake form in minutes