28 Features

Everything you need to build external portals

From portal management to HubSpot sync to LMS and certifications — RevPortal has everything you need to power external relationships.

Portal Management

Create, configure, and manage multiple external portals.

Multi-Portal Support

Popular

Create and manage multiple portals for different audiences — partners, customers, vendors — from one platform.

Custom Domains

Connect your own domain (portal.yourcompany.com) for a seamless branded experience.

White-Label Branding

Full control over colors, logos, and styling to match your brand identity.

Tenant Management

Isolate portal environments with separate configurations, users, and data.

HubSpot Synchronization

Keep your portal and CRM perfectly aligned with real-time sync.

Two-Way Sync

Popular

Changes in your portal automatically sync to HubSpot, and vice versa.

Object Support

Sync contacts, companies, deals, tickets, tasks, notes, meetings, and custom objects.

Property Mapping

Configure exactly which fields sync between your portal and HubSpot properties.

Webhooks & Events

New

Trigger HubSpot workflows and external systems from portal actions.

Authentication & Access

Secure your portals with enterprise-grade authentication.

Magic Links

Passwordless login via secure email links for frictionless access.

SSO/SAML

Pro

Enterprise single sign-on integration with your identity provider.

Multi-Factor Authentication

Add an extra layer of security with MFA for sensitive portals.

Role-Based Access

Popular

Define roles with specific permissions for different user types.

CMS & Content

Build dynamic pages and content libraries for your portal users.

Page Builder

Create rich content pages with a visual editor and content blocks.

Resource Libraries

Popular

Organize and share documents, videos, and downloadable assets.

Knowledge Base

Build searchable help documentation with categories and articles.

Dynamic Content

New

Show personalized content based on user role, organization, or HubSpot data.

LMS & Certifications

Train and certify your partners, customers, and members.

Course Builder

Create multi-module courses with videos, text, and interactive content.

Learning Paths

Design sequential learning journeys with prerequisites and milestones.

Quizzes & Assessments

Test knowledge with multiple choice, true/false, and open-ended questions.

Certifications

Popular

Issue certificates on completion that sync to HubSpot contact records.

Workflows & Automation

Automate portal operations with powerful workflow tools.

Approval Workflows

Popular

Route submissions, requests, and applications through approval chains.

Notifications

Send automated email and in-app notifications based on triggers.

Assignment Rules

Automatically assign tasks and owners based on criteria.

AI Automation

Beta

Use AI to suggest actions, auto-categorize, and streamline workflows.

Analytics & Reporting

Measure engagement, performance, and outcomes across your portals.

Portal Analytics

Track logins, page views, downloads, and engagement metrics.

User Engagement

Monitor individual user activity and identify at-risk accounts.

Workflow Reporting

See approval times, completion rates, and bottlenecks.

Custom Dashboards

Pro

Build dashboards to visualize the metrics that matter most.

Ready to see RevPortal in action?

Start your 14-day free trial or schedule a demo with our team.