Self-service portals, with an agent inside.
We build customer, patient, member and partner portals on top of your HubSpot. People log in, see what is theirs, and get things done without ringing you. Then we put an agent inside, so they can simply ask.
The portal and the CRM are the same system.
Most portals are a second database that someone has to keep in step. Ours read and write the HubSpot record your team already works from.
Secure, and yours
HubSpot memberships, single sign-on or passwordless links. Each person sees only their own records.
Your real records
Orders, bookings, documents, results, jobs, sites: modelled as HubSpot objects, not copied somewhere else.
Things people can do
Update details, reorder, reschedule, upload, sign, pay. Payments run through Stripe in Australia.
Looks like you
Your domain, your design system, editable by your marketers. Built on our Nexus themes, so it starts from fifty modules, not a blank page.
One view for your team
Everything a customer does in the portal lands on their record, with a timeline your staff can read.
You can see it working
Logins, tasks completed without a call, questions asked, what people could not find.
Ask. Act. Anticipate.
A portal with an agent is the difference between a filing cabinet and a front desk.
It answers from their own record
"Where is my order?" "What did my result say?" "When is my inspection?" Answered from that person's data and your published knowledge, with the source.
It does the task, inside your limits
Reorder, reschedule, update details, raise a request, send a payment link. Only what you have allowed, only on their own records.
It shows the next step first
Every portal opens on what this person should do next: renew, book, sign, upload. The same logic nudges them by email or text.
Prototype first. Then HubSpot.
You click through a working prototype first. Then we build it on HubSpot.
Design the journeys
What people come to do, in order of volume. We design those first and leave the rest as links.
Model the record
The objects and permissions the portal reads: who can see what, and what they may change.
Build on HubSpot
Memberships, secure pages, your brand, the actions behind each button.
Add the agent
Scoped to the signed-in person, with a published label and a spending cap.
Run it
We watch what people ask and cannot find, and teach the portal to answer it.
Plan your HubSpot portal.
Explore the setup guides before your build.
Portal builds from $10k.
Most land between $10k and $60k depending on how many journeys and systems are involved. The Portal Agent is $3k to $9k on top, plus a monthly run. All prices in Australian dollars, excluding GST, confirmed by proposal.
Do we need HubSpot Content Hub?
Yes, Professional or Enterprise, which is what gives you secure member pages. We will tell you exactly which tier your portal needs before you buy anything.
Can it connect to our other systems?
Yes. Bookings, finance, e-commerce, pathology, job systems. The portal shows it, HubSpot holds it.
Can customers pay in the portal?
Yes, through Stripe in Australia: payment links, invoices and subscriptions.
How does the agent stay safe?
It can only read the signed-in person's own records, can only take the actions you switched on, and every action is written to HubSpot. One toggle turns it off.
We already have a portal. Can you add the agent?
Usually, if it sits on HubSpot or can reach it. That is the first thing the audit checks.
See one working.
Our own customer area is a portal on HubSpot with an agent inside. Have a look, or put a portal in your cart and generate a proposal.