Give every client a window into their own records
Collect requests through public forms that land straight in your CRM, then let each client log in to submit and track only their own records. No email back-and-forth, no shared inboxes, no exposure of anyone else's data.
One portal, three surfaces
From the first form submission to an authenticated client view, every touchpoint feeds the same CRM record.
Everything you need, in one place
Forms that write to the CRM
Every public submission becomes a structured record in Corteksa instantly, with no manual re-entry or import step.
Built-in anti-spam
Rate limiting, a hidden honeypot field, and optional CAPTCHA keep bots and junk submissions out of your pipeline.
No login to submit
Share a public link with anyone; clients can send a request without creating an account or waiting for access.
Restricted client access
Role-based permissions give clients a narrow, controlled view limited to the records they own.
Self-service tracking
Clients submit and review their own records from the client app, cutting the status questions that fill your inbox.
Strict data isolation
One client never sees another's data; access is scoped at the record level by design, not by convention.
Up and running in three steps
Publish a form
Pick a CRM object, share its public form link, and submissions start creating records right away.
Invite your clients
Give clients access to the limited client app and set role-based permissions for what they can see and submit.
Manage it all in one place
Your team works the records in the full CRM while clients track their own from the portal.
Frequently asked questions
No. Public forms need no login, so anyone with the link can submit and the record lands in your CRM. An account is only needed when a client wants to log in and track their own records in the client app.
Public forms are rate-limited and include a hidden honeypot field to catch bots, with optional CAPTCHA you can switch on for higher-risk forms. Genuine submissions still come through cleanly.
No. Client access is governed by role-based permissions and scoped to the records that belong to them. The portal is a separate, limited app, so clients never reach your internal CRM views.
Your team uses the full Corteksa CRM. Clients use a separate app with restricted, role-based access where they can only submit and view their own records, keeping internal data and other accounts private.
Turn client requests into records, automatically
Publish a public form, invite your clients, and give every account a controlled view of its own work.
