A Customer Portal Built for HubSpot — Beyond Tickets

Give your customers a secure login to view, update, and collaborate on HubSpot data — including custom objects, files, and notes — all within your existing HubSpot setup.

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HubSpot customer portal dashboard interface

Custom-Branded UI

Unique Features

What Your Customers Can Do with WoodsPortal

Secure Access to Custom HubSpot Objects

Let customers securely view and update custom objects like projects, assets, or onboarding tasks directly in HubSpot. Go beyond tickets without exposing your CRM or duplicating data.

Customers securely viewing and updating custom HubSpot objects inside a customer portal

Multi-User, Role-Based Customer Accounts

Give multiple users from the same customer account controlled access to the portal. Each user sees only what their role allows, matching real B2B account structures.

User management card inside a HubSpot customer portal UI extension

Two-Way Collaboration Inside HubSpot

Customers can add notes and updates directly on HubSpot records. Replace long email threads with structured, trackable collaboration.

Customer adding notes and updates on a HubSpot record inside a customer portal

Cloud-Based Access

Access your data and tools securely from anywhere, anytime.

Secure File Sharing Tied to CRM Records

Share contracts, invoices, and documents directly within the portal, linked to specific HubSpot records. Customers always see the latest files in the right context.

Secure file sharing in a HubSpot customer portal linked to CRM records

WoodsPortal Features

Built for Real Customer Workflows in HubSpot

WoodsPortal is designed for teams who want to give customers secure, self-serve access to HubSpot data without changing how they already work. It fits seamlessly into existing CRM processes and scales from simple portals to complex, multi-entity customer experiences.

HubSpot Native

Self-Serve Portal

Secure File Sharing

Custom Objects

Role-Based Access

Multi-User Accounts

Reduce Support Load

Customers can track projects, documents, and updates themselves, reducing repetitive support tickets and status-check emails.

Deliver a Better Customer Experience

Instead of sending screenshots or spreadsheets, customers log in and see real-time data directly from your CRM.

Support Complex B2B Accounts

Handle parent companies, multiple locations, and multiple stakeholders without custom development or external tools.

Stay Secure and Compliant

Because everything runs inside HubSpot, security, permissions, and compliance stay consistent and easy to manage.

Monthly

Yearly

Basic

File Sharing Automation and Simple Ticketing

$150 /month

when billed annually Save $30/month

100 Monthly Active Users
Unlimited Internal Users
All your HubSpot users can access and administrate the portal.
Custom Objects Access
Expose, view, and manage custom objects in the portal
Custom Property Fields
Display any number of custom deal or ticket properties on portal pages with edit access.
File Manager
In-record file and folder view via App Cards; stored in HubSpot’s native file manager.
2-Way Notes
Display Contact/ Company notes in the portal; customer notes sync directly to HubSpot
Workflow Actions & Triggers
Create nested folders, copy files/ folders, and enable portal access using native HubSpot workflow actions.
Basic Form Builder
Build forms to create records by selecting specific record properties

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Professional

Advanced Ticketing and Deal Collaboration

$450 /month

when billed annually Save $50/month

Basic, plus:

1000 Monthly Active Users
Pipeline Management
Display and collect filtered data on the portal according to pipeline and its stages.
Company Associations
Display records to all company-associated contacts
Multiple Association Levels
Advanced Form Builder
Build forms to create records by selecting specific record properties and linking any associated objects.

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Enterprise

Custom Themes and Role-based Access

$833 /month

when billed annually Save $167/month

Professional, plus:

5000 Monthly Active Users
Multi-portal Support
Custom Theme Upload
Set up a custom-designed theme developed according to specifications
Role-Based Access Control
Assign granular permissions and roles for portal users.
Automated Role Assignment
Utilize HubSpot workflow actions to automatically set or update portal user roles.

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Common Questions

Got Questions About WoodsPortal?
Let's Clear Them Up

Answers to common questions about security, setup, and using HubSpot as a customer portal.

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No. WoodsPortal is built directly on HubSpot and does not store CRM data in any external database. All data remains inside your HubSpot account and follows your existing permissions and security rules.

Yes. Customers can securely access custom objects and related records such as projects, assets, onboarding tasks, or contracts based on the associations and permissions you define in HubSpot.

WoodsPortal supports multi-user, multi-entity customer accounts. You can expose data across parent companies, subsidiaries, locations, or projects while controlling visibility using HubSpot associations and role-based access.

Yes. You can assign role-based access so each customer user sees only the data relevant to them, such as finance users accessing invoices while operational users access projects or tickets.

WoodsPortal inherits HubSpot’s security model, including authentication, permissions, and auditability. Since data never leaves HubSpot, compliance and governance are easier to maintain without introducing new systems.

Yes. WoodsPortal can replace external portals, spreadsheets, or shadow CRMs by exposing HubSpot data directly to customers in a controlled and secure way.

You control which objects, records, and actions are available to customers. The portal can be branded and configured to match your workflows without custom development.

Absolutely. WoodsPortal scales from simple ticket and document portals to complex enterprise customer experiences, making it suitable for growing teams and mature organizations alike.

Most teams can connect WoodsPortal and launch a basic portal quickly using their existing HubSpot data. More advanced setups can be rolled out incrementally without disrupting current operations.

Integration

Connect With 200+ Platforms

Connect your favorite tools effortlessly. Our platform plays well with others, creating a unified ecosystem for your business.

Clients Stories

See What Our Clients Are Saying

Read testimonials from our satisfied customers and learn how WoodsPortalhas transformed their project management experience.