Build a monday.com client intake form with AI
Collect secure data and files in an AI-powered monday.com client intake form built with AI you customize to fit your onboarding workflow.
Tailor your intake process to your needs
Customize a monday.com client intake form that looks sleek out of the box. Add only the fields and views you need, and iterate as your workflow evolves.
Custom intake data collection
Document & file uploads
Automated form routing
Submission status tracking
AI-powered data enrichment
Secure client login access
Unify your intake data in real time
Connect your monday.com boards with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business and client registrations.
Give every user a custom, secure experience.
Give clients the right access in a fully branded portal. Set up secure logins, user groups, and custom form permissions in minutes.
Easy, secure logins
Softr forms are mobile-ready by default. Turn your intake tool into a downloadable app in one click so clients can submit data from anywhere.
Works on any device
Softr forms are mobile-ready by default. Turn your intake tool into a downloadable app in one click so clients can submit data from anywhere.
Automations
Build native automations with Softr Workflows to handle notifications and status updates in monday.com whenever a new intake form is submitted.
User groups
Provide separate logins for different clients or vendors, and create personalized dashboards so each user can track their own submission status.
Advanced permissions
Apply rules to different user groups. Customize who can view or edit specific intake fields, and which actions they can take during the submission process.
Security
Protect sensitive client information and documents from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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
Build your monday.com client intake form in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like file uploads, submission status tracking, or automated routing as your intake needs grow.
Flexible as you grow
Start with a form, then add client portals, dashboards, or surveys—all in one place, with no extra tools.
Generate a monday.com client intake form with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your monday.com client intake form
Go from idea to a live monday.com client intake form in under an hour without code.