Has anyone created a customer portal that allows buyers and sellers to create a user name and password and save information from searches? Any ideas would be helpful. Thanks
If you email your details / requirements to info@portalhub.io then Andy (Head of the Development team) will be able to give you a demonstration and provide trial access. Its quite early in the journey from private tool to publically avaiable SaaS product, so the website etc is not ready but he should be able to help you out.
Michael - I'd be very interested to understand how you've achieved that, particularly for contacts, companies, documents and tickets. I'm based in the UK, as I think you are. Do let me know if we can connect?
Be happy to show you a demo of our portal. Its working really well for us - particularly given lock down / remote selling. Not sure how to give you my email but will have a look. or you can get me on twitter: @michael_ord
The Customer Portal tool that I was talking about is now live - https://portalis.io/ - There are a few early customers using it and giving Andy and the team amazing feedback ahead of the 'official' launch in 4-6 weeks.
Sep 23, 20204:04 AM - bearbeitet Sep 23, 20204:05 AM
Teilnehmer/-in
Creating a customer portal?
We'd be happy to show you our portal and talk you through how it works etc. Its been a real life-saver, particularly in sharing proposals, pricing calculator, support tickets. It gives an insight into customer needs/behaviours in the buying process.
I will DM you via this community. And/or you can get me via twitter: @michael_ord
Nov 17, 20198:59 AM - bearbeitet Nov 18, 201912:54 PM
Teilnehmer/-in
Creating a customer portal?
Hey, quick update:
First, thank you to all of you for your interest, many people have signed up.
- So what about the customer portal? To be more specific we are working on a customer portal that follows the user experience of other Hubspot tools (a timeline in the middle, a panel on the left, and another panel with extra info on the right side)
- How much will it cost ? Monthly packages of $50 / $150 / $400 depending on the amount of users, how much you want to whitelabel it and what special features you need (e.g. if you want to add zapier integration, you need at least the $150 plan to set up webhooks)
When should I see a beta version? - Well, this was supposed to be ready almost 2 months ago but after a political/economical crisis in Argentina, our only investor stepped out, and that has delayed the project, I am so sorry for that. Now my business partner and I are talking with a couple other investors that would help us to go on with this.
What is next ? - I will keep you posted here and via email to those who have signed up
Looking forward to having a customer portal for working with Tickets. It appears that many HubSpot customers are suprised that it does not already exist in the normal Service Features.