Customer Service Made Scalable

Ticketing, document sharing, quote approvals and more - all seamlessly integrated with HubSpot. CORE™ makes it easy to delight your clients and grow profits.

The Gap in the Market

If you use HubSpot for support ticketing, you know its basic portal is limited. Creating a more engaging experience often means hiring an agency to build a custom portal that is costly, time-consuming, and requires ongoing maintenance.

There’s never been a simple, turnkey solution... until now.

The Solution: CORE™

CORE™ stands for Centralized Operations and Relationship Engine. It is designed to solve the most pressing challenges businesses face in managing client relationships and operations.

By integrating efficiency, customer experience, and revenue growth into a single, cohesive platform, CORE™ provides a comprehensive solution that drives your business forward.

Our Vision

Discover our vision for how CORE™ will seamlessly integrate with HubSpot’s six major components.

Our initial launch will focus on key features, including updating customer information, managing tickets, approving orders, and exchanging documents. As we grow, we’ll continue to release features that fully leverage HubSpot's capabilities, unlocking new ways for businesses to optimize their operations and customer interactions.

Allow your customers to track deal progress, approve quotes, and provided automated follow-ups triggered by customer actions within the portal.

Delivers targeted campaigns directly through the portal, tracks customer engagement, and customizes offers and content based on customer behaviors.

Allow customers to submit and track tickets, view your knowledge base, and engage in live chat. Track service interactions to identify trends and improve support.

Automate workflows triggered by portal activity, syncs customer interaction data across systems, and ensure data consistency.

Delivers personalized content based on customer profile and behavior, with support for multimedia content including videos, documents, and guides.

Customers can purchase products or services directly through the portal, manage subscriptions, and view and pay invoices securely.

Customer Service Made Scalable

Ticketing, document sharing, quote approvals and more - all seamlessly integrated with HubSpot. CORE™ makes it easy to delight your clients and grow profits.

The Gap in the Market

If you use HubSpot for support ticketing, you know its basic portal is limited. Creating a more engaging experience often means hiring an agency to build a custom portal that is costly, time-consuming, and requires ongoing maintenance.

There’s never been a simple, turnkey solution... until now.

The Solution: CORE™

CORE™ stands for Centralized Operations and Relationship Engine. It is designed to solve the most pressing challenges businesses face in managing client relationships and operations.

Efficiency

Customer Experience

Revenue Growth

Our Vision

Discover our vision for how CORE™ will seamlessly integrate with HubSpot’s six major components.

Latest Updates

Unlock the Potential: 7 Uses of a Client Portal

CRM vs Client Portal: What's the difference?

Are Client Portals Safe? What You Need to Know

Follow Our Journey