Pixie CRM module
Secure API Gateway for CRM Portals.
Secure API Gateway for CRM Portals for portal tokens, client sessions and controlled data access. Try Pixie CRM free for 14 days. No billing details required.
Discuss this module- 01Customer context
- 02Team action
- 03Result checked
Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.
Connect the portal. Keep access under your control.
Bring the records, people and next actions together in a connected CRM workflow.
Make proplix secure api gateway part of a joined-up CRM workflow
Issue one-way secure portal tokens, short-lived client sessions and controlled data APIs for external portals, module workspaces, property compliance and protected documents.
The strongest reason to introduce Proplix Secure API Gateway is not the number of screens it adds. It is the opportunity to make related decisions, records and responsibilities easier to follow. For platform administrators and integration teams exposing approved CRM data to external portal experiences, the module creates a controlled mediation layer between portal users and CRM records instead of exposing unrestricted internal routes.
Features and benefits of the Proplix Secure API Gateway module
Switch between documented features and the operational benefits they can support. Each feature route opens a current guide in the Pixie CRM Help Centre.
Review the visible Client Portal API flow, short-lived sessions, client data, module workspaces, documents and advanced generic APIs.
Choose the right scope for your team
We'll confirm the module, related services, user roles and any setup work in your Pixie CRM proposal. Some workflows depend on third-party accounts, permissions or usage charges. Tell us what you need to achieve so these details are clear before activation.
Put it into practice with Pixie CRM
Explore the tasks behind Secure API Gateway for CRM Portals.. Check the guide against your enabled modules and role, then confirm the result in your workspace.