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Sales organization

A sales portal that runs on HubSpot — without HubSpot logins

Owners and reps manage deals in real time through a portal; HubSpot stays the secure system behind it.

HubLHubSpot CMSFiles API
Illustrative preview for A sales portal that runs on HubSpot — without HubSpot loginsIllustrative preview
  1. Sales rep
  2. Portal pages
  3. HubSpot deal
  4. Owner dashboard
Portal pages read and write deal records. Uploads are attached to the right deal, and each role only sees its own view.

The challenge

The company needed owners and sales reps to manage business operations — deals, documents, progress — without giving them direct access to HubSpot.

What I built

  1. Built a client portal with custom HubSpot landing pages and HubL.
  2. Sales reps log in to create, track and update deals in real time.
  3. Owners monitor performance and deal progress without seeing the internal CRM.
  4. File, image and video uploads associated dynamically with deal records.

Under the hood

Outcome

  • Full visibility for owners, without exposing the CRM.
  • All documentation centralized and linked to each deal.
  • Strict data governance inside HubSpot.

Related

Related projects

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