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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Week 1-2 | Week 2-8 | Week 8-16 | Week 16-19 | Week 19-20 | |
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Discovery |
Week 1-2
Discovery
Start Research
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Design |
Week 2-8
Design
Figma Design
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Delivery |
Week 8-16
Delivery
Assets Provided
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Deployment |
Week 16-19
Deployment
Go Live!
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Optimise |
Week 19-20
Optimise
Success / Support
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Defines the portal structure, permissions, and custom logic.
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.
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
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.
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.
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.
Yes. We can set up user roles and permissions so each user only sees the content or data relevant to them
Yes. We build portals with future needs in mind—so it’s easy to update, expand, or connect to other tools later on.
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
I’m really proud of the company-wide adoption. It’s being used across sales, marketing, operations and customer service.
Amrita Sidhu
Managing Director
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
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