Custom Portals
Custom portals, backed by HubSpot.
A branded, fast, mobile-first portal for your customers, members, investors, or partners, with HubSpot as the system of record. Your team works in HubSpot. Your customers get a beautiful window into their world, read and written live in real time.
- Built on HubSpot
- Mobile-first & white-label
- Live in 30-90 days
- No user caps
- 30-90 days
- Discovery to launch
- 1
- Source of truth (HubSpot)
- Thousands
- Concurrent users, cached for scale
- Many → 1
- Third-party tools consolidated
The problem
Legacy portals are ugly, slow, and expensive per seat.
Off-brand & mobile-hostile
Templated portal software looks nothing like your brand and barely works on a phone.
Per-seat pricing
Growing customer base means growing bill, capped users hurts the customer experience.
Data silo
The portal has its own database, so your team can't see what customers see.
Rigid & unshippable
Adding a field or a status stage takes months and a vendor SOW.
The solution
A branded portal, backed by HubSpot.
HubSpot as system of record
Your team works in HubSpot. The portal reads and writes live, no silo.
Fully branded, mobile-first
Your logo, colors, and voice. Accessible, fast, and beautiful on every device.
Flat pricing
One monthly fee. Scale to thousands of users without a per-seat penalty.
Modular & shippable
Every capability is a module, scope what you need now, add the rest later.
What's included
Everything a modern customer portal needs, and then some.
Every capability maps cleanly to HubSpot objects, properties, associations, files, tickets, and events, plus our own backend for what HubSpot can't hold. Scope what you need now; the rest is a module away.
PILLAR 01
Identity & access
Who gets in, and what they see, is controlled from HubSpot.
- Branded sign-in: email + password, magic link, or SSO (Google, Microsoft, SAML)
- Onboard and offboard from a contact property
- Role-based experiences via association labels
- Server-enforced row-level security, no one sees another customer's data
PILLAR 02
Branded, mobile-first UX
A portal that is unmistakably yours, on every device.
- Fully custom UI in your brand: logo, colors, fonts, voice
- Mobile-first and fast, where most legacy portals fail
- White-label across clients via design tokens
- Accessible (WCAG AA) with polished motion
PILLAR 03
Records, status & documents
Each customer sees exactly what's theirs, beautifully.
- Personalized dashboards with any HubSpot property as a field
- Live status tracker mirroring your HubSpot pipeline
- Drag-and-drop documents with approved / pending / rejected states
- Outstanding conditions and next steps, in plain language
PILLAR 04
Two-way messaging & notifications
A conversation per record that flows straight into HubSpot.
- Async threads that land on the contact timeline
- Team replies from inside HubSpot, customer sees it instantly
- Per-event preferences across portal, email, and SMS
- Optional Breeze AI assistant for instant answers
PILLAR 05
Integrations & data sync
HubSpot becomes the hub for your whole stack.
- Connect any line-of-business system (LOS, PMS, EHR, SIS, accounting, POS)
- Bidirectional sync, webhook, polling, or batch, with conflict handling
- E-signature, payments, and accounting integrations
- External system → HubSpot → portal, surfaced live to the customer
PILLAR 06
Security, scale & compliance
Built for the posture your industry requires.
- Encryption in transit and at rest; secrets stay server-side
- Edge-hosted, serverless, auto-scaling to thousands of users
- Aggressive caching so HubSpot API limits never bottleneck you
- Posture for GLBA, HIPAA, or SOC 2 depending on your vertical
Process
Discovery, build, launch. Then we host and manage it.
A productized foundation we've shipped before, your build reuses it, which keeps cost and timeline down.
- 01
Discovery
2-3 weeks. Your brand, fields, stages, personas, integrations, and the object model in HubSpot.
- 02
Build
The portal, the backend, the HubSpot model, and the integrations, on a fixed scope.
- 03
UAT
You test against real data; we tighten and harden until it's right.
- 04
Launch
Live on your domain, typically within a 30-90 day target.
- 05
Manage
We host, monitor, and support it on a flat monthly fee, no per-seat caps.
READY WHEN YOU ARE
Start with a portal. End with a platform.
Tell us who your portal is for and what they need to see. We'll come back with an architecture, a 30-90 day plan, and a fixed-scope quote.