Customer & partner portals for HubSpot

Your HubSpot.
Their experience.

Give customers and partners their own place to access relevant HubSpot records, documents, updates and support. Start with a complete, configurable portal while your team keeps working in HubSpot.

Get Started with WoodsPortal Book a Meeting Get Started with WoodsPortal Book a Meeting

A custom portal. Without starting from scratch.

H
Northstar's HubSpotConnected CRM context
ONE FOUNDATION
Partner perspective
A new opportunity

Horizon Solutions · Deal collaboration

Customer perspective
Project delivery

Riverside Group · Documents and updates

Ongoing relationship
Support in context

Riverside Group · Tickets and notes

Configured portal experiences, connected back to HubSpot
Northstar Systems / Illustrative HubSpot-connected engagement
One HubSpot foundationNorthstar Systems · Riverside GroupCONNECTED
PARTNER VIEWDeal progress
CUSTOMER VIEWProject updates

One relationship. The right information for each person.

01 / 06The challenge

Everyone needs an update. Nobody needs another thread.

Horizon needs an opportunity update. Riverside needs the latest project plans. Support has an issue to resolve. The information lives in HubSpot, but answering every request still takes time.

Thoughtful professional working at a laptop, illustrating information overload
ONE RELATIONSHIPThree different asks.PARTNER CUSTOMER SUPPORT
↗ ALEX MORGAN · PARTNERAny update on the Riverside opportunity?
▤ EMMA CHEN · CUSTOMERCan you send the latest floor plan?
! RIVERSIDE SUPPORTWe also need help with the meeting room connection.
They are asking different questions about one business relationship.Next: a ready-to-use solution ↘
01 THE PROBLEM, CONNECTED

Everyone needs an update. Nobody needs another thread.

At Northstar, a partner needs a deal update, a customer needs a floor plan, and support has an open ticket. All three are part of the same HubSpot relationship.

↗

ALEX · HORIZON SOLUTIONS“Any update on the Riverside opportunity?”

▤

EMMA · RIVERSIDE GROUP“Can you send the latest floor plan?”

◎

RIVERSIDE SUPPORT“Help with the meeting room connection.”

CONNECTED IN HUBSPOTRiverside Group
DealProjectTicket

Northstar brings related CRM information together and controls what each audience can access.

THE SOLUTIONReady from the start

A complete portal. Already built.

Start with a ready-to-use WoodsPortal experience. Let customers and partners view and update permitted HubSpot records, upload documents, exchange notes and access support. Configure what each audience can see and do.

THE STANDARD EXPERIENCE

Built in. Ready to configure.

Give customers and partners a dedicated place to work with relevant HubSpot records, files and conversations using the existing WoodsPortal frontend.

Ready-to-use frontend for connected customer, partner and support experiences.
PART OF THE PLATFORM
HubSpot data, connectedView and update permitted HubSpot records
Configurable audience accessRelevant information and actions for each audience
Files and conversationsUpload documents and exchange notes
Connected activityEvents and supported workflow actions
Start with a complete portal. Build the experience around your HubSpot data.Next: the foundation ↘
READY FROM THE START

A complete portal. Already built.

Connect to HubSpot so customers and partners can view and update permitted records, upload documents, exchange notes and access support, all in one configured experience.

CRM relationshipsRoles & permissionsFiles & notesConnected activity
02 / 06The foundation

Your HubSpot data. Connected in context.

Go beyond a ticket-only portal. Bring relevant HubSpot records, related information, documents and collaboration into dedicated experiences for your customers and partners.

Northstar's HubSpot / Riverside relationshipConnected record context
NORTHSTAR'S HUBSPOTOne connected customer relationship
⌂COMPANY RECORD
Riverside Group The shared customer context
PARTNER VIEW
DEAL Riverside Workplace Upgrade Partner view
Partner Portal Deal progress
CUSTOMER VIEW
PROJECT Workplace Upgrade: Delivery Customer view
TICKET Meeting room connection Customer support
Customer Portal Projects and support
✓ One HubSpot relationship. Distinct audience experiences.
⌂
Riverside GroupCompany · The shared customer context
↗
Riverside Workplace UpgradeDeal · Partner view
▤
Workplace Upgrade: DeliveryProject · Customer view
◎
Meeting room connectionTicket · Customer support
Related HubSpot records stay connected. Northstar controls the access available to each audience.
Partner PortalDeal progress
Customer PortalProjects and support
Connected information is the foundation. The experience depends on who's using it.Next: perspectives ↘
03 / 06The perspectives

One business relationship.
Two very different experiences.

Alex tracks the opportunity in a Partner Portal. Emma follows delivery in a Customer Portal. Both experiences draw on Northstar's connected HubSpot data.

PARTNER PORTALHorizon Solutions
Deals  ›  Partner opportunities
My opportunities
DealsSearch   ·   Stage
Riverside Workplace UpgradeWon
Hillside RenewalQualified
Westbrook SetupProposal
Alex's perspectiveAlex Morgan · Horizon Solutions

A deal in view for the partner.

Alex can follow the opportunity without asking Northstar for another status update. Riverside's team gets a separate customer experience for delivery and support.

Now see the customer perspective↘
ONE RELATIONSHIP. TWO PORTAL EXPERIENCES.
AlexPartner · Deals
EmmaCustomer · Project

The relationship stays connected. What each person sees changes with their access.

EMMA'S PERSPECTIVEEmma Chen · Riverside Group
EMMA'S PERSPECTIVE · CUSTOMER PORTAL

Everything connected to your project.
In one place.

Emma can see delivery progress, the people involved and an open support issue, using the information Northstar makes available to her.

Riverside Group · Authorized view
Northstar SystemsCustomer Portal
Customer accessEmma Chen⌄
Projects › Riverside Workplace Upgrade › Delivery
PROJECT RECORD

Workplace Upgrade: Delivery

Riverside Group · Customer implementation
In progress
OverviewFilesNotesEmailsTickets
Project details
CustomerRiverside Group
Project managerJames Carter
Planned completion30 Nov 2026
iLooking for the latest documents or a project update? Files, Notes and Tickets are available above.
Northstar's HubSpot-connected information, presented as a customer experience. Emma sees only the records her access permits.
FROM A REAL CUSTOMER

What customers are saying.

A HubSpot Marketplace review focused on WoodsPortal's customer ticketing experience.

★★★★★5 / 5
HubSpot Marketplace · Customer review

“A great improvement on the customer portal”

“We've had stellar reviews from our customers interacting with the customer portal after implementing.”
Ian ModelHubSpot Marketplace review · September 21, 2026Read original review ↗

Independent customer feedback published on HubSpot Marketplace

Explore WoodsPortal with your HubSpot account
The views differ. Now the customer can actually work with the information.Next: the project's files ↘
02 THE PEOPLE

One relationship. Their own view.

Alex follows the partnership. Emma follows delivery. Northstar keeps both experiences connected to HubSpot.

Horizon SolutionsPARTNER PORTAL
Deals / Partner opportunities
My opportunities Deals
Riverside Workplace UpgradeRiverside Group · Partner dealWon
Hillside Renewal Qualified
Alex follows the opportunity and the updates relevant to his partnership.
Distinct portal experiences, one connected HubSpot foundation.
★★★★★ HUBSPOT MARKETPLACE REVIEW
“We've had stellar reviews from our customers interacting with the customer portal after implementing.”

Ian Model · September 21, 2026

Read the published review ↗
Explore WoodsPortal with your HubSpot account
04A / 06The interaction
Riverside Group / Customer Portal

Find the file.
Not another email.

Emma opens her delivery project and finds the latest floor plan in its Files area, organized alongside other project documents.

Projects  ›  Riverside Workplace Upgrade: Delivery

Workplace Upgrade: Delivery

OverviewFilesNotesEmailsTickets

Files

My Drive   ·   Tree view
⌄   ▱   Home
▱Implementation Documents⌄
▤Riverside floor plan v2.pdf4.2 MB
▤Installation schedule.pdf1.8 MB
▱Handover Documents›
Files associated with this projectView · Download
EMMA'S CUSTOMER PORTALRiverside Group
Projects Riverside Workplace Upgrade: Delivery
Workplace Upgrade: Delivery
OverviewFilesNotesEmailsTickets
FilesMy Drive Tree view
Home
Implementation Documents
Riverside floor plan v2.pdf4.2 MB
Installation schedule.pdf1.8 MB
Handover Documents
Files associated with this projectView · Download

The floor plan is right here, alongside the project's other documents.

Connected to HubSpot File Manager. Project documents stay connected to HubSpot and easy to find from the work they belong to.
Emma found the document. But she has a question about it.Next: notes ↘
03 THE WORK

One place for the work. Not another thread.

Follow Emma's Riverside project from its details to files and notes, then see how the activity connects back to HubSpot.

WoodsPortalRiverside Group
PROJECT · CUSTOMER PORTAL

Workplace Upgrade: Delivery

In progress
PROJECT OVERVIEW
CustomerRiverside Group
Project managerJames Carter
Planned completion30 Nov 2026
Support tickets1 related
Related ticketMeeting room network connection In progress
Project details, documents and conversations connected to HubSpot.

The connection goes both ways. Notes and activity remain linked to HubSpot; supported workflow actions can be configured separately.

04B / 06The conversation
Riverside Group / Customer Portal

Keep the conversation with the work.

When Emma asks a question or James shares an update, the discussion belongs with the project record, not another disconnected thread.

WOODSPORTAL · NOTESRiverside project
Projects Riverside Workplace Upgrade: Delivery

Workplace Upgrade: Delivery

OverviewFilesNotesEmailsTickets
Notes2 notes on this project
Emma Chen
Customer · Riverside Group

Thanks for uploading the floor plan. Can you confirm whether the meeting rooms are included in this revision?

James Carter
Northstar project team

Yes. The meeting room layout is included in Riverside floor plan v2.pdf. I'll follow up on the network connection ticket separately.

Emma’s question and James’s update both stay with the Riverside delivery project.

Projects  ›  Riverside Workplace Upgrade: Delivery

Workplace Upgrade: Delivery

OverviewFilesNotesEmailsTickets
Notes2 notes on this project
Emma Chen
Customer · Riverside Group
Today · 10:42 AM

Thanks for uploading the floor plan. Can you confirm whether the meeting rooms are included in this revision?

James Carter
Northstar project team
Today · 11:08 AM

Yes. The meeting room layout is included in Riverside floor plan v2.pdf. I'll follow up on the network connection ticket separately.

Same project record, two sides of the conversation. WoodsPortal notes are connected to the authorized HubSpot record, with applicable activity visible in HubSpot.
The conversation stays in context. Relevant activity can also connect to HubSpot.Next: continuity ↘
05 / 06The continuity

Customer conversations stay connected to HubSpot.

Keep portal conversations connected to the relevant HubSpot records. Use supported timeline events and configurable workflow actions to bring external activity into the processes your team already runs.

ONE INTERACTION / TWO RECOGNIZABLE EXPERIENCES

The customer works in WoodsPortal. Your team sees HubSpot.

Riverside Workplace Upgrade: Delivery
RIVERSIDE GROUPCONNECTED PROJECT
01 CUSTOMER EXPERIENCEWoodsPortal
WoodsPortalCustomer portal
Projects Riverside Group

Workplace Upgrade: Delivery

OverviewFilesNotesTickets
Emma ChenRiverside Group

Can you confirm whether the meeting rooms are included in this revision?

Note on the Riverside delivery project
Same project. Same note.Connected to the HubSpot record
02 NORTHSTAR'S TEAM VIEWHubSpot
HubSpot
⌕ Find in HubSpot
Northstar ▾
RRiverside Workplace UpgradeProject · Riverside Group
OverviewActivitiesIntelligence
All activitiesNotesEmailsCalls
October 2026
WoodsPortal· Note Created
Note created on Project

Can you confirm whether the meeting rooms are included in this revision?

Portal: Customer PortalBy: Emma Chen
Also connected: project files, tickets and contacts
Workplace Upgrade: DeliveryRiverside Group · NotesWoodsPortal
OverviewFilesNotesTickets
Emma ChenRiverside Group

Can you confirm whether the meeting rooms are included in this revision?

Customer note, attached to the Riverside project

Illustrative WoodsPortal and HubSpot views using fictional customer data.

HUBSPOT WORKFLOW ACTIONS

Extend the processes you already run in HubSpot.

Add supported WoodsPortal actions, such as Create Folder, to HubSpot workflows. Portal activity can also be recorded as timeline events, helping teams connect external interactions to CRM processes.

Example action: Create Folder via the WoodsPortal integration.
BUILT AROUND HUBSPOT
CRMStandard and custom objects + associations
FilesHubSpot File Manager
OperationsTimeline events + workflow actions
FrontendHubSpot CMS delivery where eligible
Alex's deal and Emma's project remain different experiences. Northstar's HubSpot context connects the relationship.Next: the outcome ↘
06 / 06The resolution

Less chasing.
More clarity.

Partners can follow opportunities. Customers can find project information and support. Your team can spend less time forwarding updates and more time moving work forward, with HubSpot at the center.

One business relationship. The right experience for each person.

Northstar Systems

Riverside Workplace Upgrade

ONE RELATIONSHIP
01
Alex MorganHorizon Solutions · Partner Portal
Opportunity Riverside deal Relevant deal information
02
Emma ChenRiverside Group · Customer Portal
Delivery Workplace Upgrade: Delivery Project, files, notes and support
Connected to Northstar's HubSpot. Each view shows information appropriate to its audience.
Different audiences, consistent context. A clearer way to work together.Advanced flexibility ↘
04 THE RESULT

Less chasing. More clarity.

Partners follow opportunities, customers find the information they need, and your team keeps the relationship connected in HubSpot.

01Partners stay informedRelevant opportunity information
02Customers get answersProjects, files and notes in context
03Teams stay connectedActivity attached to HubSpot records
Developer customization, if you need itOpen-source frontend · SDK & APIs · Custom buildsExplore +

For specialized experiences, your team can customize the open-source WoodsPortal frontend (Apache 2.0) with the SDK, documented APIs and WoodsCLI, or work with DigitalWoods on a tailored implementation. The frontend connects to a separate WoodsPortal backend.

BEYOND THE STORYFlexible by design

The experience is
yours to shape.

Build an experience around your brand and workflows. Use WoodsPortal's open-source frontend and supported developer interfaces to shape a more specialized customer journey while retaining the WoodsPortal platform.

One foundation · Different experiencesSame project. A whole new way to experience it.
Northstar Systems / Riverside Group
Illustrative custom frontend concept
01 / Existing portal experience
Northstar Systems
Customer portal
My projects / Riverside Group
Workplace Upgrade:
Delivery
In progressRiverside Group
OverviewFilesNotes
AccountRiverside Group
Project stageIn delivery
Related filesProject documents
ConversationProject notes

Familiar WoodsPortal view · records, associations and tabs

02 / Bespoke customer project journeyCustom frontend
Riverside Group
Riverside / Workplace upgrade

A better workplace
is taking shape.

Your project story, from the first plans to the final handover. Everything connected to your Northstar team.

We're in the delivery chapter
Follow the project journey
Chapter 01PlanningComplete
Chapter 02DeliveryIn progress
Chapter 03HandoverComing next
FROM YOUR NORTHSTAR TEAMJames CarterNorthstar project team

Every update has its place.

Keep the project conversation connected to the work.

Explore project updates
PROJECT LIBRARY

Plans, files and documents.

Find what you need from the same connected project.

View project files
One WoodsPortal foundation. Two fundamentally different experiences. This example illustrates a separately developed frontend connected through supported WoodsPortal interfaces. Custom design and development are required.
01
Open-source frontendPublic source code · Apache License 2.0
02
SDK + documented APIsBuild connected experiences for your users
03
WoodsCLI for HubSpot CMSDeveloper tooling for modules and themes

Bring your developers, or work with DigitalWoods on a tailored frontend. Your experience connects to the separate WoodsPortal backend through supported interfaces.

Explore frontend source ↗Developer documentation ↗
Start with the standard portal. Extend the experience as your needs grow.See how to get started ↘
WoodsPortal / Built around your HubSpot

A custom portal.
Without starting from scratch.

Give customers and partners a connected place to work with HubSpot records, files and conversations. Start with the ready-to-use portal, and tailor the experience as your needs grow.

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WoodsPortal / Demo

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