CoreClients: Branded client portals and a lightweight CRM
CoreClients is CorePath’s client management tool: a lightweight CRM with branded client portals. Track clients and projects, share files, forms and invoices in one portal page per client, and keep an activity feed of everything that happens — without the weight of enterprise CRM.
What CoreClients does
Client portals
A branded page per client with their files, forms, invoices and project status.
Lightweight CRM
Clients, projects and notes without enterprise complexity.
Activity feed
Form submissions, payments and views logged automatically per client.
Project kanban
Track project stages on a simple board clients can follow.
Who uses CoreClients
Frequently asked questions
What is CoreClients?
CoreClients is the client portal and lightweight CRM inside CorePath — clients, projects, branded portals and an automatic activity feed.
Do clients need an account?
No — portals are accessible via a secure link you share; clients don’t have to sign up.
Does it replace HoneyBook or Dubsado?
For portals, intake forms and invoicing, many teams find it covers what they actually used. See our factual comparison pages.