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Capture → qualify → assign
Lead intake portal
A lead intake portal is where prospects enquire through a public form, a sales manager qualifies each lead and assigns it to a rep, and each rep sees only the leads assigned to them.
Pattern: RequestsDescribe it to Pory
“We install commercial solar. Businesses enquire through a public form, our sales manager qualifies each lead and hands it to a rep, and reps only see their own leads.”
Viewing as
In plain English
What is a lead intake portal?
A lead intake portal is where prospects enquire through a public form, a sales manager qualifies each lead and assigns it to a rep, and each rep sees only the leads assigned to them. It follows the Requests pattern: someone submits, someone decides, it moves through statuses. Pory generates it from a plain-English description, with a login for each role (sales manager and sales rep) that shows only what that role should see, and flat pricing with unlimited reps.
What it does
Enquiries land as leads, not as forwarded website emails
Enquiries used to arrive in a shared inbox, where the speed of the reply depended on who happened to look first. In Pory a prospect fills in a public form with their company, name, project type, site and a message, no account needed, and it lands as a New lead. Nothing sits unread in info@ over a long weekend.
Public pages & formsDone by: Sales manager
Managers qualify each lead and name the rep who owns it
Hand-offs used to happen in the Monday meeting, so a Tuesday enquiry waited six days for a call back. The sales manager sees every lead on a board by stage, qualifies it, and assigns it to a rep, where it lands on that rep's own list. No lead is owned by "someone" any more.
Assign to a personDone by: Sales manager
Each rep opens a list of their own leads and nobody else's
Reps used to work from one shared spreadsheet, filter it to their initials, and now and then ring a colleague's prospect by mistake. In Pory a rep signs in and sees only the leads assigned to them, with the contact, project and stage on each. They move their own deals along without tripping over anyone else's.
Who sees which recordsDone by: Sales rep
Live lead counts by stage greet the sales manager on Home
Getting a feel for the pipeline meant asking each rep for their numbers before Friday's meeting. The sales manager's Home page counts every lead, and how many are New and how many Qualified, live as reps move them along. Each lead carries its estimated value on the record, so a deal's size is one click away.
Counts, totals & averagesDone by: Sales manager
The parts every portal is built from
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Forms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Public pages
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
Self sign-up
People create their own account and land in the role you chose for them.
File attachments
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Approve / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Assign to a person
Name who a record is for and it lands on their list, and nobody else's.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Tables
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
People directory
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Calendar
Records on a month or week view, by date.
Gallery & image grid
Records as cards or photos.
Detail view with related items
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Notices & info pages
Check-in details, benefits, updates — a page for a role to read.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
Who sees which records
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
No-Password Doors
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colours, your logo. Members see you.
Frequently asked questions
More commercial portals
All commercial portalsQuote & proposal requests portalRequest → send → acceptCustomer onboarding portalKickoff tasks & documentsPartner & reseller portalDeal registration & assetsSupplier onboarding portalDocs, compliance, approvalContract lifecycle portalDraft → review → approveSponsorship management portalPackages & deliverablesAffiliate program portalSignups & payout trackingCustomer account portalOrders, invoices, tickets, documents
Your lead intake portal, live today.
Describe it in a sentence and send the invite. Unlimited reps, flat price.