Customer portal recommendations - not just tickets

[ben-duchy]

Does anyone know of any good customer portals that can display Deal and Contact information?

I understand there's a portal tool already built into HubSpot, but to my knowledge this is just a fancy ticketing system and doesn't allow my customers to see more of their data.

I'm not an API developer so ideally I would like a system that can seamessly connect to my HubSpot account that allows me to select specific Deal / contact fields. 'Softr' is the only one I've found so far, but the template branding options are limted meaning they'll be a design disconnect when compared to the website.

As a new homes builder, the purpose of this exercise is to allow my customers to have 24/7 access to their plot information and complete / sign the necessary PDF's that goes with any house sale. This would also allow my sales team to communicate the progress of the customers chosen plot.

[MuhammadAmjad · Accepted solution]

Great question! You're absolutely right that the built-in HubSpot customer portal is primarily focused on tickets. For your homebuilder use case with Deal and Contact data, you have several solid options:

**1. Build a Custom Portal with HubSpot APIs**
You can create a custom web portal that connects to HubSpot via APIs:
• Use the Deals API to pull plot information
• Use Contacts API for customer data
• Store PDFs in HubSpot Files and serve them through your portal
• Implement OAuth for secure customer login
• Full design control to match your branding

**2. Use CRM Extensions SDK**
Build a custom card that displays directly in HubSpot with the data you need.

**3. Leverage Portal CMS + Private Content**
HubSpot CMS can create member-only pages where customers log in to see their specific deals, files, and updates.

**For your specific homebuilder scenario:**
• Create custom Deal properties for plot details (location, size, stage, etc.)
• Use Workflows to automatically notify customers when deals move stages
• Attach PDFs to deal records
• Build a simple React/Vue app that authenticates via OAuth and pulls data from HubSpot APIs

I've built similar custom portals for real estate and construction clients. Happy to help if you need guidance on the technical implementation!

👉

https://urlshortly.com/upwork

Certified in HubSpot APIs, Integrations & Automation

#HubSpot #CustomPortal #DealAPI #ContactAPI #CustomerExperience

[Jaycee_Lewis · Accepted solution]

Hey @ben-duchy 👋 Since you mentioned not being an API developer, have you looked at these options for a portal?

• Noloco — HubSpot Marketplace
• Stacker — (no affiliation, but looked like another no/low code option)

Hope this helps! — Jaycee

[ben-duchy]

Thanks @MuhammadAmjad for your in-depth reply.

There's a lot for me to think about 🙂

[Jaycee_Lewis · Accepted solution]

Hey @ben-duchy 👋 Since you mentioned not being an API developer, have you looked at these options for a portal?

• Noloco — HubSpot Marketplace
• Stacker — (no affiliation, but looked like another no/low code option)

Hope this helps! — Jaycee

[ben-duchy · Accepted solution]

Hi @Jaycee_Lewis,

I think I've managed to crack it using memberships directly inside HubSpot. It's early days but it's going really well so far.

I’ve known about this solution for a while, but I was stuck for a long time figuring out the logic i.e. to automatically add customers to a group when they reserve a plot (and remove if they cancel) and then dynamically show only their info when they log in.

@MuhammadAmjad mentioned memberships so I thought I would give it another look. My understanding is that the total number of rows that can be called on deals / custom objects etc is limited to 100, far less than than my requirment, however by coding it to be dynamic means that theoretically it's only calling in 1 row at a time. On top of this, I have been able to cross reference each specific deal with HubDB data to show shared information such as floorplan dimensions and images, basically a hybrid setup and the best of both worlds 😁

[MuhammadAmjad · Accepted solution]

Great question! You're absolutely right that the built-in HubSpot customer portal is primarily focused on tickets. For your homebuilder use case with Deal and Contact data, you have several solid options:

**1. Build a Custom Portal with HubSpot APIs**
You can create a custom web portal that connects to HubSpot via APIs:
• Use the Deals API to pull plot information
• Use Contacts API for customer data
• Store PDFs in HubSpot Files and serve them through your portal
• Implement OAuth for secure customer login
• Full design control to match your branding

**2. Use CRM Extensions SDK**
Build a custom card that displays directly in HubSpot with the data you need.

**3. Leverage Portal CMS + Private Content**
HubSpot CMS can create member-only pages where customers log in to see their specific deals, files, and updates.

**For your specific homebuilder scenario:**
• Create custom Deal properties for plot details (location, size, stage, etc.)
• Use Workflows to automatically notify customers when deals move stages
• Attach PDFs to deal records
• Build a simple React/Vue app that authenticates via OAuth and pulls data from HubSpot APIs

I've built similar custom portals for real estate and construction clients. Happy to help if you need guidance on the technical implementation!

👉

https://urlshortly.com/upwork

Certified in HubSpot APIs, Integrations & Automation

#HubSpot #CustomPortal #DealAPI #ContactAPI #CustomerExperience