Most companies don’t ask for membership pages.
What they usually need is much more concrete: private pages where internal users can log in and see the information they need — pulled directly from the CRM — in order to make better decisions during real conversations.
That was exactly the challenge here.
Partner Managers needed a secure workspace where they could review each partner’s account context during live calls, ahead of an upcoming pricing increase. Subscription structure, active modules, account ownership, and what would change with the new pricing all needed to be visible at once — without navigating multiple CRM records mid-conversation.
The data already existed.
The problem was how to use it the right way and the right time.
From a CRM perspective, nothing was missing. The system already contained:
But this information lived across multiple objects, and reconstructing a full picture required time, attention, and prior preparation. And of course, PMs couldn't share their screen without revealing sensitive information about other clients.
That approach breaks down when pricing conversations are happening live.
What Partner Managers needed wasn’t more reports or better filters — it was a private, role-aware workspace that assembled the right information automatically, based on who they were and which partners they managed. Sounds basic, almost like it should exist natively, but yet so difficult to achieve.
This is where the solution shifted direction.
Instead of treating private access as a content problem (“who can see which page”), we treated it as an experience problem: How do we expose CRM information privately, securely, and contextually — without creating operational overhead?
The answer was a private microsite inside HubSpot, accessible only to authenticated internal users, and entirely driven by CRM logic.
Each Partner Manager logs in and sees:
No manual prep. No CRM tab-hopping. No uncertainty.
What made this possible? well it was a custom data model designed for SaaS reality, not generic CRM usage.
Instead of forcing everything into a single company record, we modeled:
This allowed pricing logic, entitlement, and partner context to remain clean, scalable, and accurate.
New pricing information was managed centrally in a HubDB table, making it easy to update prices once and reflect them instantly across all private pages — without editing content or touching individual records.
Technically, this solution uses what HubSpot calls membership pages:
authenticated access to private content powered by CRM data.
But by the time you get here, the label almost doesn’t matter.
What matters is that:
In this context, membership pages aren’t a website feature — they’re an operational interface.
This project wasn’t about hiding information behind a login
It was about turning private pages into the front door of the CRM, designed around real roles, real conversations, and real decisions.
When CRM data, pricing logic, and access control are designed together, private experiences stop being an add-on — and start becoming a strategic advantage.
If this is something you have been waiting for, that your teams crucially need, you are on luck because we can help you. Get in touch with us, and let's make it happen.