The client portal lets your client work their own leads. Corty drafts every answer by your agency’s response guidelines and the client’s reply playbook, in the client’s tone. The client reviews, edits and sends.
Inviting a client
Open the client under Clients, turn the portal on and invite the client’s contacts. They log in with a magic link. On a phone they can install the portal like an app and turn on push notifications for hot leads.
What the client can do
- Read new replies and send Corty’s draft, edited or as is
- Regenerate or translate a draft
- Plan a follow-up
- Forward a reply, or open WhatsApp when the lead left a phone number
- Take a lead over into their own mail app
- Keep notes and track deals in a simple pipeline with a deal value they fill in
- Read their Friday reports
What you control
- Can Reply to Leads: per client, whether the client may send at all. Off means they can read but not send.
- Turn Off Sending: blocks every send for that client, from the dashboard, portal, Corty and API.
- Pipeline and Friday reports can be switched off per client.
- Every reply the client sends shows up in your Decision Trail with their name and “via portal”.
There is no separate approval step for client sends today.
Branding
On Pro and Agency, the portal and portal emails carry your logo and colours (Settings → Whitelabel). Login links are sent from app.saleslobe.com.