For marketing agencies using monday.com
Client follow-ups on autopilot
Manual follow-ups waste time, and don't scale.
Big waste of time
Impossible to scale
Blame for late delivery
Smart monday.com client portal
Give clients the tools and reminders to complete what your monday board is waiting for.
A live client task list, built straight from your board
Every monday item and subitem you mark “Waiting on client” automatically becomes a simple task list for that client, so they know exactly what to do without ever being invited into monday.
Automatic reminders that nudge clients the moment they're the blocker
Client Station automatically reminds clients what they need to do next and lets them know the project is blocked on their side, so they stay informed without the PM having to manually follow up, or forget.
A ball-in-court timeline that shows exactly when the client was the holdup
It tracks how long and when each client was blocking a project, when they were asked, on what, and how many reminders and questions followed, which protects your team when timelines slip on the client's side and helps you spot recurring issues.
One dashboard of every open client blocker, ready to work as a queue
Your internal team sees all open client tasks at once, by client, project, owner, age, and due date, so account managers can manage client follow-up like an operational queue, in bulk.
Quick answers
Do my clients need a monday.com seat?
No. Your team works in monday, clients work in their Station. You never buy a seat for someone who just needs to see and act on the work.
How do clients get in?
A link and a simple passcode. No monday account, nothing to install, no 11pm password reset.
Is it my real monday data?
Yes. It renders your live boards, items, files, and statuses, and keeps them current on its own. monday stays your source of truth.
Can I brand it as ours?
Yes. Your logo, your colors, your wording. Clients see your brand, not monday.com.
What can each client see?
Only the views, fields, files, and actions you publish for them. Nothing else on your board.
What does it cost?
Free to install with a 14-day trial, then one flat plan with every feature. No per-client or per-action fees.