Features
A tour of what your customers see.
Every screen below is a real (static) rendering of PortalShip's actual UI — not stock imagery.
Live project timeline
Pulled straight from your HubSpot pipeline.
Every stage change your team makes in HubSpot shows up in the customer's portal automatically — relabeled into plain-English milestones, not internal pipeline jargon. No status-update emails to write.
What your customers see
Site visit scheduled
Design approved
Installation in progress
Final walkthrough
Support tickets
Native to HubSpot — no new inbox for your team.
Customers submit and track requests from their portal. Your team replies from a card right on the HubSpot ticket record — the same place they already work — and the customer sees the reply instantly.
Ticket thread
Quotes
Approved without a single email thread.
A HubSpot quote shows up in the portal exactly as sent. Customers approve it or request changes right there — no printing, signing, and emailing a PDF back and forth.
Q-1042 — Install package
Awaiting approvalTotal: $4,850.00
Documents & file requests
Ask for a file, get it attached automatically.
Request a document from a customer and it lands attached to their HubSpot record the moment they upload it. Share contracts and plans in the same place they already check for updates.
Documents
Signed contract.pdf
UploadedProof of insurance
RequestedSite plan — final.pdf
UploadedAnd the rest
Their account manager, visible
The portal shows who’s helping them, pulled straight from the deal owner already set in HubSpot.
One-click starter automations
Install pre-built HubSpot workflows — like inviting a customer the moment a ticket or deal is created — instead of building them by hand.
Looks like your product
Your logo, your color, your name. Customers never see the word "HubSpot."
Nothing new to install
Customers sign in with just their email — a magic link, no password, no HubSpot seat required.
Your own HubSpot objects, too
Track warranties, subscriptions, installs — whatever custom object you already use in HubSpot — as its own page in the portal, no development required.
Line items, exactly as priced
Show the products, quantities, and pricing from a deal — you choose precisely which fields customers get to see.
