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CustomerHub

All-in-One Client Portal for Onboarding & Engagement

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CustomerHub is a branded client portal that centralizes onboarding, education, and ongoing customer engagement after a sale. It replaces scattered files and email threads with step-by-step onboarding flows, tasks, milestones, and progress tracking, alongside a product library for downloads and resources, online courses with video, PDF, audio, and text lessons, memberships with tiered access, and a private branded feed for updates and announcements.

Capabilities include automated onboarding flows with due dates and behavior-triggered automations, reporting on logins, lesson completions, and retention trends, and a Stripe integration for cards, ACH, Apple Pay, subscriptions, renewals, and invoices. Integrations connect ActiveCampaign, HighLevel, Keap, Zapier, MailChimp, YouTube, and Zoom, with the ActiveCampaign connector syncing contact lists, generating tags for workflow automation, and tracking user engagement events. The platform works on desktop and mobile.

CustomerHub is aimed at coaches, program creators, community builders, and businesses delivering online education or memberships. It is offered with a 30-day free trial and monthly or annual billing options, with annual billing at a lower effective rate.

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