ClientLoop vs FlowyForm

ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.

FlowyForm is a web-based form and survey builder for collecting information through engaging forms. Its stated uses include lead generation, surveys, quizzes, registrations, and client intake. Forms can collect contact details, signatures, files, ratings, rankings, and date or time selections. Conditional logic, calculators, and answer piping let later questions respond to earlier answers. The site offers more than 300 templates, and forms can be embedded on websites through embed code, including sites made with major frameworks and builders. Listed integrations are Google Sheets, Slack, Zapier, and webhooks; FlowyForm says Zapier connects it to over 5,000 apps. The free Standard plan costs nothing and includes unlimited forms and submissions, e-signatures, file uploads, conditional logic, answer piping, Google Sheets sync, Zapier and Slack, and webhooks. Professional costs $29 a month and adds branding removal, partial submissions, custom SMTP and email branding, increased upload limits, advanced analytics, workspaces, and team collaboration. Security information lists TLS 1.2 encryption in transit and encryption at rest. There is no free trial.