Customer portals
We regularly create customer portals where your customers can view and update their own information. That helps all parties save time and money. Three use cases:
Let customers view their own data
Your customer can check details such as their address, phone number, or order overview whenever they need to.
That gives them clarity and helps reduce order-status questions for your team.
Let customers update information
If a customer spots an error, they usually need to contact support and wait for someone to make the change. That takes time on both sides. In a customer portal, they can update their own details, and HubSpot stays up to date automatically.
Make repeat orders easier
You can take it a step further.
In B2C webshops, customer portals are often used for everything related to orders. The same idea works in B2B. It makes repeat ordering easier for your customer and helps new orders come in without extra manual work from your team.