Connect Portal Features
Free up your team to focus on what truly matters: delivering exceptional value. Connect empowers your customers and your team with maximum efficiency.
Look What Connect Can Do
Connect is the solution you've been looking for. Designed for businesses using HubSpot, it provides a seamless customer portal. Every interaction, update, and request flows directly into HubSpot with no extra steps.
Self-Service Account Management
Customers can update their contact information without submitting a request to your team. Your customers maintain control over their data, making updates whenever needed. Your team is freed up for more important tasks, plus there's no more manual data entry or errors. Everything updates automatically in HubSpot.
The Result: A streamlined, accurate, and hassle-free way to keep customer records up to date.
Manage Support Tickets Effortlessly
Customers can submit, track, and manage their support tickets directly through the Connect portal. This means fewer emails, no lost requests, and they will have full visibility into the status of their inquiries. Customers can log issues, track progress, and communicate with your team in one place, eliminating confusion and frustration. Every ticket is automatically logged in HubSpot.
The Result: Faster resolutions, reduced email overload, and a smoother support experience.
Secure Document Sharing
Say goodbye to unsecured email attachments and scattered files. Connect provides a secure document exchange system where customers can upload, download, and access important files. Your customers get a centralized place to access and share essential documents without digging through old emails. Secure file management allows your team to provide the resources your customer needs, right when they need them.
The Result: Improved efficiency, reduced risk, and a better overall customer experience.
View and Approve Quotes Instantly
Enable customers to review, approve, or request changes to quotes without email chains or delays. For your customers: a clear, structured process to approve proposals, helping them move forward quickly and confidently. For your team: get notified the moment a quote is approved, accelerating the sales cycle and preventing unnecessary back-and-forth.
The Result: A frictionless quoting process that leads to faster deal closures and improved customer satisfaction.
Knowledge Base
Connect customers with the information they need, right when they need it with a robust knowledge base. Empower clients with self-service answers by sharing helpful articles, guides, and resources for frequently asked questions and standard processes. Control visibility with ease by setting permissions on documents and resources by company.
The Result: Fewer repetitive questions, more informed customers, and more time back for your team.
