Create client portals, sales dashboards, and operational tools powered by your HubSpot contacts, companies, and deals.
Get started freeSign in with HubSpot and select your objects. Zite reads your CRM structure automatically.
"Build a client portal" or "Make a sales dashboard". Zite builds from your CRM data.
Add login if needed, then share the link. Data stays in HubSpot.
Show contacts, companies, and deals in custom views like pipeline boards, contact directories, or account dashboards.
Let your team edit contacts, log activities, and update deal stages from your Zite app. Changes sync back to HubSpot.
When a deal closes or a contact updates, trigger emails, Slack alerts, document generation, and more.
No built-in way to let clients view their own CRM data without HubSpot access.
Build client portals where each customer logs in and sees their deals, tickets, and documents.
Sharing dashboards requires paid Operations Hub or report sharing workarounds.
Create unlimited dashboards and share them with anyone: clients, partners, or team members.
HubSpot dashboards are limited to pre-built chart types and HubSpot data only.
Build custom dashboards combining HubSpot data with Google Sheets, Airtable, and other sources.
Advanced features like custom reports and calculated fields require Enterprise plans.
Access all features at a flat price. No per-seat or tier-gated limitations.
Real apps teams build every day — describe what you need and Zite generates it in minutes.
Give customers a branded portal to view their deals, documents, and communications, gated by login.
Pipeline health, deal stages, and rep performance, all live from HubSpot, visible to your whole team.
Capture leads with forms, auto-create HubSpot contacts, and route to the right rep, fully automated.
Clone a template and customize it — deploy in minutes.
Zite connects to standard and custom HubSpot objects. Read, write, and query from your app.
Zite gives you the tools to build, deploy, and scale business apps — without writing code.
Describe what you want to build and Zite generates a working app in minutes — connected to your data.
SOC 2 compliant, with SSO, granular permissions, and role-based access controls built in.
Invite your entire team and all your clients for free. No per-seat pricing — ever.
Zite integrates with the platforms you already use, bringing all your data into one place.