Sales and marketing platforms
A second CRM or marketing platform beside HubSpot is usually a transition state or a deliberate split between divisions, and either way the two need one view of the account, one owner per record and a rule for who wins a conflict. Portals built on HubSpot belong here too, where HubSpot stays the source of truth and the portal is the window onto it.
- Built by us
- Native app
- Custom route
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HubSpot + Custom portals
A portal shows members, partners or clients their own slice of the CRM, with HubSpot as the only system of record and caching as the rate limit defence.
Custom middleware
Built by us -
HubSpot + REsimpli
REsimpli holds a real estate investor's leads and every call and text behind them, and its export button reaches only the leads, one pipeline at a time.
Custom middleware
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HubSpot + Salesforce
Salesforce holds the account, the opportunity and the activity log.
Native app
Native app
Case studies in this category
Custom portals backed by HubSpot: member and partner portals
3 portals on one engine
Partnerships and accreditations
HubSpot accreditations
Industry specializations
Partnerships
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Prash or Sean reads every one of these and comes back with a scope, or with the one question we need answered first.
