Self-Service Account Management

Customers can update their contact information without submitting a request to your team. Your customers can maintain control over their data, making updates whenever needed. Your team is freed up for more important tasks, plus there’s no more manual data entry or errors—everything updates automatically in HubSpot.

Ticket Management

Customers can submit, track, and manage their support tickets directly through the CORE portal. This means fewer emails, no lost requests, and they will have full visibility into the status of their inquiries. Customers can log issues, track progress, and communicate with your team in one place—eliminating confusion and frustration.

Secure Document Sharing

Say goodbye to unsecured email attachments and scattered files. CORE provides a secure document exchange system where customers can upload, download, and access important files. Secure file management allows your team to provide the resources your customer needs – eliminating unnecessary requests and ensuring everything stays up to date.

View and Approve Quotes

Enable customers to review, approve, or request changes to quotes—without email chains or delays. Your customers will have a clear, structured process to approve proposals, helping them move forward quickly and confidently. Get notified the moment a quote is approved, accelerating the sales cycle and preventing unnecessary back-and-forth.