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Customer Service Made Scalable

Ticketing, live chat, quote approvals and more - all seamlessly integrated with HubSpot. CORE™ makes it easy to delight your clients and grow profits.

The Gap in the Market

If you use HubSpot for support ticketing, you know the limitations of its basic customer portal. While it allows customers to interact with tickets, it falls short of providing a comprehensive, engaging experience.

To offer more, you’d need to hire an agency to build a custom portal, which can cost tens of thousands of dollars, take months to complete, and comes with ongoing maintenance headaches.

There’s no simple, turnkey solution on the market — until now

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The Solution: CORE™

CORE™ stands for Centralized Operations and Relationship Engine. It is designed to solve the most pressing challenges businesses face in managing client relationships and operations.

By integrating efficiency, customer experience, and revenue growth into a single, cohesive platform, CORE™ provides a comprehensive solution that drives your business forward.

Our Vision

 

Discover our vision for how CORE™ will seamlessly integrate with HubSpot’s six major components.

 

Our initial launch will focus on key features, including updating customer information, managing tickets, approving orders, and exchanging documents. As we grow, we’ll continue to release features that fully leverage HubSpot's capabilities, unlocking new ways for businesses to optimize their operations and customer interactions.

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Allow your customers to track deal progress, approve quotes, and provided automated follow-ups triggered by customer actions within the portal.

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Delivers targeted campaigns directly through the portal, tracks customer engagement, and customizes offers and content based on customer behaviors.

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Allow customers to submit and track tickets, view your knowledge base, and engage in live chat. Track service interactions to identify trends and improve support.

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Automate workflows triggered by portal activity, syncs customer interaction data across systems, and ensure data consistency.

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Delivers personalized content based on customer profile and behavior, with support for multimedia content including videos, documents, and guides.

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Customers can purchase products or services directly through the portal, manage subscriptions, and view and pay invoices securely.

Latest Updates

Read the latest updates from our blog.

Unlock the Potential: 7 Uses of a Client Portal 

With all the technology that is being developed today, businesses are constantly on the lookout for tools that can help...

CRM vs Client Portal: What's the difference?

When it comes to running a business, keeping track of your customers and making their experience as smooth as possible...

Are Client Portals Safe? What You Need to Know

Today, many businesses are looking to client portals to help them build better client experiences. These portal...

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