Your channel sells for you.
Now it works inside your CRM.
A logged-in system for your partners, inside the HubSpot you already have. What a partner registers becomes a deal in your CRM, with no retyping.
Partners registering deals,
not sending emails.
Your channel sells for you but works outside your system. Partners register deals by email, ask for status on WhatsApp and never know what commission they will receive. The channel manager turns into a help desk, and the CRM only learns about a deal when someone remembers to type it in.
- Deal registration by the partner, through a guided wizard. What they fill in becomes a real record in your CRM, associated with them.
- Proposal and pipeline tracking: what is under review, what was approved and what is in negotiation.
- Ready-to-present proposals, generated from the registration, with a financial projection and a print version.
- Sales materials, campaigns and training, organized and updated by you, with no manual sending.
- Support requests opened by the partner and received as tickets in your queue.
- Access with human review: the partner requests, someone on your team approves, and the invitation goes out on its own.
- Your brand everywhere: portal, login screens and access emails.
The portal is built on HubSpot CMS and CRM. There is no separate server, no separate database and no system to maintain. What a partner does in the portal becomes a record in your CRM, and what you change in the CRM shows up for them.
EPIC built and operates this portal in a live environment, with deal registration, access approval and support tickets working end to end on HubSpot. With no custom backend, there is no separate system to host, update or secure, which is the cost that sinks most portals. EPIC is a HubSpot Diamond Solutions Partner.
From design to a pilot partner.
Design
What the partner needs to see and do: registration, proposals, materials, support and access rules.
Setup
Records, pipelines and automations built in your HubSpot account, with your brand.
Launch
The portal on your domain, with restricted access, tested end to end with a pilot partner.
What we need from you.
A compatible HubSpot account
Restricted content and custom records set the plan you need.
Someone who owns access
A person who decides who gets in and who approves.
Materials and rules
The materials partners should receive and the commission rules they should see.
Frequently asked questions
It stays yours. Simulation, quoting or projection remain in your system; the portal receives the result and displays it.
When the CRM is not structured. The portal shows partners what exists in the CRM; if the pipeline is not defined, the work starts there.
The calculation or simulation engine, data migration from another CRM (a separate project with its own scope) and partner certification paths, which are the E-Learning Portal's scope.
Your channel out of the inbox
and into the CRM.
Tell us how your partners work today. The conversation shows what the portal covers in your case and what needs to be in place first.