CLIENT PORTAL Case Study

CORE

With more than 25 years of experience, Onsharp is a Midwest-based leader in custom software development. Our in-house team partners with businesses across manufacturing, construction, agriculture, and transportation to build portals and software solutions that drive efficiency, scalability, and growth.

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About Onsharp

Onsharp is a Midwest-based custom software development company with over 25 years of experience building portals and software solutions that help businesses achieve greater success. With a full in-house team, we partner with organizations across industries like manufacturing, construction, agriculture, and transportation to deliver scalable technology built to last.

The Challenge

Why HubSpot's Portal Wasn't Enough

As Onsharp continued to grow, so did the need for a client portal that could keep pace with both our internal team and the businesses we serve. HubSpot’s built-in ticketing portal gave us a starting point, but it quickly proved too limited for the way we needed to work.

Simply put, the available tools weren’t strong enough to deliver the streamlined, professional experience we wanted for our clients or the efficiency we needed for our team.

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Limited Functionality

The out-of-the-box HubSpot portal was restricted mainly to ticket tracking, leaving no room for secure document sharing, quote approvals, or broader customer self-service.

Disconnected Experiences

Without a robust portal, our clients didn’t have a single, branded space to access the information and tools they needed.

Scalability Concerns

As our client base grew, relying on manual workarounds and fragmented tools wasn’t sustainable. We needed a solution that could scale alongside us.

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The Solution

The Missing Piece in HubSpot

Instead of patching together workarounds, Onsharp built the solution we couldn’t find anywhere else: a client portal that integrates seamlessly with HubSpot, scales with growth, and empowers customers with self-service.

That solution became CORE.

CORE wasn’t just designed for our team; it was built for any business using HubSpot. Before CORE, companies that wanted a true client portal had only one option: invest time and money into developing their own from scratch. CORE closes that gap by delivering a turn-key, white-labeled solution that businesses can brand as their own and start using right away to scale their customer service and experience.

Self-Service Account Management

Empower customers to update their own information, track requests, and manage routine tasks.

Secure Document Sharing

Upload, organize, and share files directly within the portal, ensuring customers can always access the most up-to-date documents in a secure environment.

Quote Review & Approval

Eliminate back-and-forth emails by giving customers a simple way to review and approve quotes inside the portal.

Knowledge Base

Provide customers with searchable, on-demand resources so they can find answers quickly without relying on support.

The Results

Transforming Customer Service
with CORE

With CORE in place, Onsharp eliminated the inefficiencies and frustrations of limited portal functionality. What began as a tool to solve our own problem has become a scalable solution for any HubSpot-powered business.

For Onsharp, the impact was immediate:

Greater efficiency – CORE reduced manual workarounds and empowered clients to self-serve, freeing our team to focus on higher-value work.
Improved customer experience – Clients now enjoy a branded, unified hub where they can access documents, approve quotes, and get support without friction.
Scalability with growth – CORE gave us the confidence that our client service model could grow alongside our business seamlessly.

For the market, the value is clear:
Before CORE, most companies that wanted a client portal had to build one themselves, which could be a time-consuming and costly process. Now, businesses using HubSpot can launch a turn-key, white-labeled solution in minutes, giving them the same scalability, efficiency, and professionalism without the development burden.

Efficiency at Scale

Clients manage routine tasks through self-service, freeing Onsharp’s team to focus on higher-value work.

Enhance the
Customer Experience

A branded, unified hub streamlines communication, approvals, and access to resources.

Market Gap Fill

Businesses using HubSpot now have a turn-key, white-labeled client portal without the cost of custom development.

Future-Proof Growth

CORE ensures customer service models scale seamlessly as client bases expand.

Looking Ahead

With a modern grower portal in place, Minn-Dak is positioned to continue delivering value to its shareholders and growers for years to come. The portal not only streamlines today’s operations but also lays the foundation for future enhancements, from deeper data integrations to expanded self-service tools.

Discover the missing piece to your HubSpot.
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CLIENT PORTAL Case Study