A CRM that gets out of your way.
Track clients, projects, invoices and activity — without the Salesforce-grade complexity.
In short
A lightweight CRM is a simple client-management tool focused on the essentials — contacts, projects, files, invoices and activity history — without the cost and complexity of enterprise CRMs. CorePath’s CoreClients adds branded client portals so client management and client delivery live together.
The essentials, not the bloat
Most small teams do not need a sprawling enterprise CRM. CoreClients gives you clients, contacts, projects, files, invoices and an activity timeline — and nothing you have to configure for a week.
- Clients, contacts and statuses
- Projects with tasks and a kanban board
- Files, notes and activity timeline
- Invoices linked to each client
- Branded client portals included
Frequently asked questions
What is a lightweight CRM?+
A simple client-management tool covering contacts, projects, files and invoices without the complexity and cost of enterprise CRMs.
Who is it for?+
Freelancers, agencies, consultants and service businesses who want clarity on clients and projects without heavy setup.
Everything your business needs. One core platform.
Start free — no credit card required. Replace a stack of subscriptions with CorePath.