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Custom Portals

Work with us to build a secure online space, thoughtfully designed to suit your brand and expertly built and tailored to meet your unique business needs. 

Overview

Create secure, personalised online experiences for your agents, partners, or members, powered by HubSpot’s CRM and membership features. Give the right users access to the right content, tools, and data through branded, user-friendly portals that streamline support, onboarding, and collaboration. Built for flexibility, scalability, and full integration with your existing systems.




Whether you're managing a network of dealers, a base of members, a group of suppliers, or a client roster, a custom portal gives every user group a dedicated space built around what they actually need to do. Built for flexibility, scalability, and full integration with your existing systems, so it grows as your business does.

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Built for Any Industry

We've built portals across a range of sectors, and the same underlying framework adapts easily to your business, including (but definitely not limited to):
Real estate
Agent portals, buyer/seller dashboards, listing and enquiry tracking.
Real estate
Agent portals, buyer/seller dashboards, listing and enquiry tracking.
Property
Owner/investor dashboards, tenant self-service, maintenance requests.
Property
Owner/investor dashboards, tenant self-service, maintenance requests.
Construction
Buyer and builder portals for project milestones, updates, and documentation.
Construction
Buyer and builder portals for project milestones, updates, and documentation.
Healthcare
Patient or client portals for bookings, records, and follow-ups.
Healthcare
Patient or client portals for bookings, records, and follow-ups.
Financial services
Broker and policyholder portals for claims, documents, and quotes.
Financial services
Broker and policyholder portals for claims, documents, and quotes.
Membership associations
Member dashboards, renewals, event and resource access.
Membership associations
Member dashboards, renewals, event and resource access.
Manufacturing & distribution
Dealer or reseller portals for orders, pricing tiers, and stock.
Manufacturing & distribution
Dealer or reseller portals for orders, pricing tiers, and stock.
Education
Student or trainee portals for course access, progress tracking, and certifications.
Education
Student or trainee portals for course access, progress tracking, and certifications.

Benefits & Outcomes

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  • Controlled, Gated Access
  • Self-Service That Scales
  • CRM-Powered Personalisation
  • Streamlined Operations & Visibility
  • Elevated User Loyalty & Engagement
  • Seamless Cross-Functional Collaboration
  • Competitive Differentiation

Controlled, Gated Access

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Portals are built with secure, role-based access, so only the right users see the right information. Easily manage permissions for different user groups like partners, agents, or members.

Self-Service That Scales

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Empower users to complete tasks, access documents, or track progress without needing to contact your team. This reduces admin load while improving the overall user experience.

CRM-Powered Personalisation

H&D _ Agent Portal _ Leads (2)-1

Leverage HubSpot CRM data to tailor each user’s experience, from custom dashboards to dynamic content. Deliver relevant, up-to-date information based on individual user profiles.

Streamlined Operations & Visibility

H&D053 _ Dashboard

Centralise resources, communications, and workflows in one place. Gain real-time insight into user engagement and interactions to better support and evolve your portal experience.


Elevated User Loyalty & Engagement

H&D053 _ Risks-1

A dedicated, easy-to-use portal demonstrates your commitment to providing an exceptional experience. By offering a convenient, centralised hub for their needs, you foster stronger relationships and increase user satisfaction, leading to greater loyalty and retention.

Seamless Cross-Functional Collaboration

H&D053 _ Project Child _ Team

Portals can facilitate collaboration not just between users and your team, but also among different user groups (e.g., partners collaborating on deals, members sharing insights). This creates a connected ecosystem that streamlines complex, multi-party processes.

Competitive Differentiation

Competitive-Differentiation

Offering a highly customised and efficient portal experience can be a significant differentiator in your market. It showcases your commitment to customer/partner success and can become a key reason users choose and stay with your business over competitors.

Inclusions

Our team will work closely with your internal champions to design custom portals that combine seamless interactivity, scalable architecture, and tailored functionality ensuring your digital solution supports both your users and your business objectives from launch onward.
Enquire about this service

Process overview & timeline

Week 1-2 Week 2-8 Week 8-16 Week 16-19 Week 19-20
Discover
Week 1-2
Discover
Design
Week 2-8
Design
Develop
Week 8-16
Develop
Deliver
Week 16-19
Deliver
Drive
Week 19-20
Drive
Ongoing support

Our Team & Roles

View our team
Project Management
Keeps everything on track.
project-icon
Project Management
Keeps everything on track.
Solutions Lead

Defines the portal structure, permissions, and custom logic.

Solutions-Icon (2)
Solutions Lead

Defines the portal structure, permissions, and custom logic.

UX/UI Designer
Designs a seamless, branded user experience for your portal users.
ux-icon
UX/UI Designer
Designs a seamless, branded user experience for your portal users.
CMS Developer
Builds secure, dynamic portal pages using HubSpot’s CMS tools.
cms-icon
CMS Developer
Builds secure, dynamic portal pages using HubSpot’s CMS tools.
CRM Lead

Collaborates with the Solutions Lead to configure a unified CRM.

CRM-icon
CRM Lead

Collaborates with the Solutions Lead to configure a unified CRM.

Is a Custom Portal Right for You?

A custom portal is worth exploring if you find yourself:

  • Fielding the same status update or document requests from partners, customers, or members over and over

  • Managing multiple spreadsheets, inboxes, or manual processes to keep different user groups informed

  • Wanting to give external users (agents, dealers, clients, members) a professional, self-service space that reflects your brand

  • Looking to scale a growing network of users without scaling your admin team at the same rate

No matter your industry, if you have distinct groups of people who need secure, personalised access to information and tools, we can build a portal around it.

Testimonials

  • I’m really proud of the company-wide adoption. It’s being used across sales, marketing, operations and customer service.

    Amrita Sidhu
    Managing Director

    Medianet

  • I’ve just always found that their problem solving and their ability to just come to the table with a solution has been genuinely quite a rare and satisfying experience.

    Andy Antonini
    Head of Customer Experience

    Coronation

  • The team is process oriented, disciplined, and have mapped all our key processes and workflows to a level of detail that I have never seen done before. Very impressive. I highly recommend working with them.

    Jek Tan
    CEO

    Integricity

  • Data is gold, and the solution that you built is giving us that data that we need.

    Sarah Trotman
    CEO

    Business Mentors

  • The team are highly competent, reliable and have deep product expertise, they know HubSpot's product and team extremely well, resulting in a strong and effective working relationship.

    Fabio Pancaldi
    ANZ Sales and Partnerships Director

    HubSpot