All apps
    Partner Deals Portal

    Partner Deals Portal — HubSpot-Native Partner Portal for Deal Registration & Channel Management

    Status: Live
    SaaS
    HubSpot App

    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

    Starter

    $300/month

    For growing partner programs

    • Up to 10 partner accounts
    • Deal registration & pipeline visibility
    • HubSpot-native sync
    • File sharing (library + deal-level)
    • Portal-specific Knowledge Base
    • AI Knowledge Assistant
    • 14-day free trial
    Popular

    Professional

    $500/month

    For scaling ecosystems

    • Unlimited partner accounts
    • Advanced permission controls
    • Custom object support
    • White-label branding
    • Enterprise security features
    • 14-day free trial

    Setup Guides

    This app has dedicated documentation with detailed setup instructions.

    Need Help?

    Get in touch with our support team

    This app is part of the AppoByte Ecosystem.

    Software applications and AI agents that close the gaps between your software and the work that needs to get done.