Overview
Partner Deals Portal is a HubSpot-native partner relationship management platform that enables companies to give channel partners controlled access to CRM data — without assigning HubSpot seats.
Create branded portals where partners can register deals, track pipeline progress, access shared resources, and collaborate securely — all while your internal team maintains full visibility and control inside HubSpot.
Everything syncs bi-directionally in real time. No middleware. No disconnected PRM. No duplicate data layers.
Why Partner Deals Portal
Most PRMs sit outside your CRM and require complex integrations to keep data aligned.
Partner Deals Portal is built directly on top of HubSpot.
- Partners register deals that create or update HubSpot records automatically
- Stage updates sync in both directions
- Admins define exactly what partners can see and edit
- No HubSpot licenses required for external users
You keep your CRM as the single source of truth.
Core Capabilities
Controlled CRM Visibility
Define object-level, property-level, and pipeline-stage visibility per partner company. Control edit vs. view-only access without exposing unnecessary data.
Deal Registration & Pipeline Governance
Configurable submission forms, required fields, and approval logic aligned with your HubSpot pipelines.
Partner Enablement
Each portal includes:
- Portal-specific Knowledge Base
- Secure file sharing (deal-level and shared resource library)
- AI assistant scoped strictly to Knowledge Base content
The AI assistant does not access HubSpot CRM records, deal data, files, or user data.
Multi-Portal Architecture
Create independent portals with their own partners, configuration, and HubSpot connection. Ideal for agencies, ecosystems, and enterprise channel programs.
Enterprise-Ready Infrastructure
SOC 2 compliant. Encryption at rest and in transit. SSO support. Stripe-powered subscriptions.
Who It's For
- Revenue teams scaling partner-led growth
- Channel managers replacing legacy PRMs
- HubSpot-first organizations seeking tighter CRM alignment
- Companies that need partner visibility without giving away seats
Use Cases
Eliminate manual entry of partner deals into HubSpot
Remove fragile PRM-to-CRM integrations
Prevent pipeline conflicts and duplicate records
Forecast partner-sourced revenue accurately
Share sales enablement materials securely
Provide partner self-service knowledge resources
Pricing
Need Help?
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