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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.



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

Portals

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

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

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

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

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

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

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.

Process overview & timeline

Week 1-2Week 2-8Week 8-16Week 16-19Week 19-20
Discovery
Week 1-2
Discovery
Start Research
Design
Week 2-8
Design
Figma Design
Delivery
Week 8-16
Delivery
Assets Provided
Deployment
Week 16-19
Deployment
Go Live!
Optimise
Week 19-20
Optimise
Success / Support

Our Team & Roles

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project-icon
Project Management
Keeps everything on track.
Solutions-Icon (2)
Solutions

Defines the portal structure, permissions, and custom logic.

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

Connects portal users to CRM data, workflows, and custom objects. If you want SSO, you will need to configure it as a part of the process.

FAQs

What platforms can you migrate from?

The number of platforms that we have helped our clients migrate from runs into the dozens. Salesforce Marketing Cloud, Marketo and Mailchimp are some of the most common ones. And, while familiarity with the outgoing software helps, our process of shadowing your power users ensures that we understand all the assets and mechanics of the platform before we start replicating the essential functions in HubSpot—meaning, our process allows us to migrate from any platform

Is there a maximum number of platforms you can migrate from?

We assume that you have one primary marketing automation platform that you are migrating from. We can support migration from other platforms (e.g. if you have a separate software for reporting, social scheduling, etc.) However the extra time it would take to get familiar with these platforms will come out of the migration hours.

What type of HubSpot licensing do you need for this product?

You will need to have paid licensing that reflects the functionality of your current platform(s). The specific tier you need will depend on the marketing requirements and priorities outlined through the sessions. 

How can my ‘migration hours’ be used

Consulting, training, supporting, or simply doing. This comes down to your capacity and capability to support the migration. If your budget allows, you can purchase as many hours as you need for the Hype & Dexter team to recreate everything you need for your marketing BAU in HubSpot. But we would always prefer to collaborate with you and your team, to build out the key journeys and assets with you, so that you also benefit from learning about the HubSpot platform as we work.

Can we restrict what different users see in the portal?

Yes. We can set up user roles and permissions so each user only sees the content or data relevant to them

Is this scalable as we grow?

Yes. We build portals with future needs in mind—so it’s easy to update, expand, or connect to other tools later on.

Testimonials

  • 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 Hype & Dexter.

    Jek Tan
    CEO

    Integricity

  • 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

  • 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

  • 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