Enable portal user self-service by exposing any pre-configured or customized CRM form in your system through your web portal.

Key Feature Attributes:

  • Expose CRM forms through a portal
  • Gather information direct from customers & users
  • Display or capture map & geolocation data
  • Easily secure data with Entity Permissions
  • Use entity form metadata to override default behaviors
  • No developer assistance required

Adxstudio Portals provides the ability to take any entity form in CRM and publish directly to your portal to create, update, or read records in CRM. Use this to capture lead information from Contact Us forms, provide your users the ability to edit their Contact or Account information, or any other uses you can imagine.

See this feature in action

This Contact Us form is simply a Lead form from CRM.
This Contact Us form is simply a Lead form from CRM.
This is the form in CRM. Customizing this form instantly updates the web form.
This is the form in CRM. Customizing this form instantly updates the web form.
If a user fills out their information, it is input directly to CRM.
If a user fills out their information, it is input directly to CRM.
Here is that Lead now in CRM.
Here is that Lead now in CRM.
Adding a form is point-and-click in CRM.
Adding a form is point-and-click in CRM.

Discover More in the Adxstudio Community

Visit the Adxstudio Community for complete documentation on Entity Form.