A customer portal serves as a centralized hub where your clients can interact with your support team. It provides a single entry point for customers to access status updates on their open support requests or submit new ones.
The HubSpot customer portal is connected to your HubSpot Conversations inbox and provides a
streamlined solution for your clients to resolve issues independently, while being in control of the status of their support tickets.
The portal keeps ticket conversations active between customers and support representatives, ensuring continuous communication. Customers gain visibility into the status of their service requests, are able to share additional information and also help them solve the issue themselves.
Because you can connect the customer portal with your company’s knowledge base, customers can find answers to their questions and solve problems on their own.
The portal also helps your support team. Automate repetitive tasks and create workflows that streamline processes. Reps can share knowledge base articles with customers to provide quick resolutions to common issues.
Manage access for your customers
You are in control of which of your customers can use your portal:
- Customers can self-register for the customer portal, a "Register here" link will appear below the login credential fields.
- For Customers who are granted access based on a specific contact list in HubSpot, an email invitation will be sent to them with instructions to set up their login.