CORE Portal Features

Free up your team to focus on what truly matters — delivering exceptional value and driving your business forward. CORE will empower your customers and provide your team with maximum efficiency.

What CORE Can Do

CORE is the solution you’ve been looking for. Designed specifically for businesses using HubSpot, CORE provides a seamless, integrated customer portal that enhances customer communication while ensuring every interaction, update, and request flows directly into HubSpot—no extra steps required.

By allowing customers to self-serve, CORE reduces the workload on your support team, giving them the bandwidth to focus on high-impact interactions.

Self-Service Account Management

Customers can update their contact information without submitting a request to your team.

Your customers can 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.

Access a Knowledge Base for Instant Answers

Reduce incoming support requests by providing customers with a robust self-service knowledge base where they can find answers to common questions.

Customers gain quick access to troubleshooting guides, FAQs, and helpful resources without waiting for a response.
Your team will face fewer repetitive support requests, allowing agents to focus on complex issues that require direct attention.
The Result: A smarter, more efficient customer service strategy that saves time for both customers and your support team.

Manage Support Tickets Effortlessly

Customers can submit, track, and manage their support tickets directly through the CORE 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, ensuring that nothing slips through the cracks and your team can respond efficiently.
The Result: Faster resolutions, reduced email overload, and a smoother support experience.

Secure Document Sharing

Say goodbye to unsecured email attachments and scattered files. CORE provides a secure document exchange system where customers can upload, download, and access important files.

CORE provides Your customers with 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 – eliminating unnecessary requests and ensuring everything stays up to date.
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.