HubSpot Customer Portal
without handing every customer a seat.
Their own deals, quotes and where each is up to, plus their open tickets, on a login built in your branding. It reads live from HubSpot, and mapping a login to one contact and one company is the part that has to be right.
No HubSpot seat for anybody outside your team, and no template with your logo dropped on it. Fixed-price scope, an Australian team, and support after launch.
On your domain, in your branding, and yours at the end of it.
- No per-user fee Portal logins do not cost HubSpot seats
- 18+ yrs Building business software
- Fixed Price scopes, no surprises
- You own it Code, docs and credentials
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What your customers see
What your customers see in a HubSpot portal
Every screen reads live from HubSpot, so the figures match because they come from HubSpot rather than from a copy somebody refreshes.
- Their own deals, quotes and where each is up to
- Open tickets and the history behind them
- Documents and proposals shared with them
- Forms that write straight back to the record
- Contact details they can correct themselves
Who logs in
What people ask us for
Start with the job your HubSpot portal has to do
The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.
One place, one view
Your customers should not need three logins
HubSpot holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads HubSpot hands your customer a fragment and sends them back to the phone for the rest.
We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.
- Your accounting system, so invoices and payments sit beside the deal
- Your job or delivery system, for what happens after the deal is won
- Payment gateways, so paying in the portal reconciles where the money is tracked
- Document storage, for proposals and signed agreements
- Your website or app, so the login is part of your brand rather than beside it
How it works now
Every question lands on your desk
- Customers ring or email to ask the same questions
- Somebody exports from HubSpot and sends it out
- Chasing takes a person the best part of a day a week
- No record of who was told what, or when
After
Customers look it up, straight from HubSpot
- Available any time, straight from HubSpot
- Nothing rekeyed, because it is read rather than copied
- Anything they submit posted back where you want it
- An audit trail of who saw what and when
Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.
Get a fixed-price scopeQuestions owners ask about a HubSpot portal
Is this the HubSpot login?
No. The HubSpot login is where you and your staff work. This is a separate portal you own, for your customers, that reads and writes your HubSpot data. Your customers never get access to HubSpot itself.
What can customers actually see?
Typically their own deals, quotes and where each is up to, open tickets and the history behind them, documents and proposals shared with them. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.
What is the hardest part of HubSpot portal work?
HubSpot associations decide who is allowed to see what. A portal user maps to a contact, and that contact associates to a company, deals and tickets. Getting those associations wrong is how one customer ends up seeing another customer's deal, so the permission model is designed before any screen is.
Do we need a licence for every portal user?
No. The portal reads through the API under one connection, so the number of customers logging in does not change what you pay HubSpot. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.
Will it slow HubSpot down or put our data at risk?
The portal reads through the API rather than touching your system directly, so day-to-day use is unaffected. Writes are limited to what you approve, and everything is logged so you can see what changed and when.
How long does it take?
A straightforward portal over HubSpot is usually weeks rather than months. We scope it and quote fixed-price before starting.
Sending your details…
You can stay on this page while we send it.
Tell us what your customers keep ringing about
Which HubSpot edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
