Introducing AvantaHub Customer Portal, Fully Built on HubSpot

We are excited to announce the launch of our brand-new Customer Portal, fully built on HubSpot!

Key Features of the AvantaHub Customer Portal

🔄 Track Task Statuses:

• Stay updated with real-time status updates on all your tasks and projects.
• See our task execution process in action with clear status categories like 'New', 'In Process', and 'Completed'.

📝 Submit Tasks Easily:

• Submit new tasks directly through the portal with a user-friendly interface.
• Provide detailed descriptions, attach relevant files, and ensure your requests are clear and actionable.

⏱️ Review and Download Timesheets:

• Access detailed timesheets to see the estimated and logged hours for each task.
• Filter tasks by dates and download timesheets in CSV format for your records.

📅 Manage Your Subscription:

• Upgrade, downgrade, pause, or cancel your subscription with just a few clicks.
• Maintain full control over your engagement with AvantaHub.

💬 Communicate with Your Success Coach:

• Stay connected with your dedicated customer success coach through the portal’s messaging feature.
• Schedule task kick-off meetings and discuss your project needs in detail.

📢 Stay Updated with AvantaHub News:

• Get the latest updates, news, and features from AvantaHub right in your portal.
• Stay informed about everything new and exciting happening with our services.

How We Built the Portal Using HubSpot

Building the AvantaHub Customer Portal on HubSpot was a strategic decision to ensure seamless integration with our CRM and marketing tools. Here's a technical overview of how we achieved this:

1. HubSpot CMS: We used HubSpot's Content Management System (CMS) to design and develop the portal. The CMS allowed us to create a responsive and intuitive interface that meets the needs of our customers.

2. HubSpot API Integration: Our portal is fully integrated with HubSpot's CRM through API connections. This integration ensures that all customer data, task submissions, and project updates are synchronized in real-time.

3. Custom Workflows: We utilized HubSpot's workflow automation to streamline task management and communication processes. Custom workflows help us automate repetitive tasks, send timely notifications, and keep our customers informed at every stage of their project.

4. Reporting and Analytics: HubSpot's reporting tools enable us to track and analyze customer interactions within the portal. We can generate detailed reports on task progress, time tracking, and customer engagement, providing valuable insights for continuous improvement.

Getting Started

Accessing the AvantaHub Customer Portal is easy. Here’s what you need to do:

1. Look Out for a Registration Email: Check your inbox for an invitation to register for the portal. This email will guide you through the registration process.

1. Login to the Portal: Once registered, visit avantahub.com and click on 'Login' at the top right corner or click here to log in.

1. Explore Training and Resources: After logging in, you will receive a series of training emails and resources designed to help you navigate the portal effectively.

Need Help?

Our dedicated customer success team is here to support you. If you have any questions or need assistance, please reach out to your customer success coach through the portal’s messaging feature or contact us directly.

Thank you for being a valued part of the AvantaHub community. We are excited to provide you with a powerful new tool to manage your projects and achieve your goals.