Win more staffing deals together — without giving away your data.
The private workspace where Helpstone and its technology partners share accounts, co-sell deals, track referrals and get paid — and every organization decides exactly what it shares.
Invited? Sign in with the Google account your invitation was sent to.
Fictional data. Real product screens.
Partnering is how staffing tech gets sold.
The tools for it haven't caught up.
You want to co-sell, but sharing your pipeline feels risky.
Referral fees and commissions get tracked by hand — and argued about later.
Less chasing. More closing.
Keep your independence. Build a better way to work together.
Bring your accounts
Add the staffing firms you work with. Everything starts private to your company. Or connect HubSpot or Salesforce, or import a CSV.
Share on your terms
Share a deal, an account or selected commercial details. Preview who gains access. Revoke any time.
Sell and get paid together
Joint deal rooms, shared next steps and referral commissions calculated from approved agreements.
More context. Less compromise.
The account, the relationship and the next step — all connected.
See the whole account
ATS, CRM, payroll and partner relationships, in one staffing-company profile.
Co-sell without exposing your numbers
Each partner sees its own commercial share — not everyone else's pricing.
Never lose a referral
Approved terms and automatic math: 10% of $100,000 = $10,000 estimated.
Know what to do next
Home brings together what changed and what needs you.
Plan events and co-marketing together
Shared events, permitted attendee lists and joint campaign workspaces.
Works with Salesforce and HubSpot
Connect your own CRM with a guided wizard, or import a CSV. Only approved updates go back.
Privacy you can explain to your CEO in one minute.
Your company's information. Your company's decisions.
- Private by default.
- You choose people, companies and what to share.
- Separate rights to view, edit, export and sync.
- Revoke access immediately.
- Sharing and access changes are logged.
- Helpstone has no automatic access to your data.
- Partners only see partners they're connected to.
What partners can do
today.
Everything here is live now. None of it requires sharing anything you don't choose to.
- 1
Private accounts with rich profiles
Tech stack, markets and revenue band for each staffing firm. Private to your company until you share.
- 2
Deals and a joint pipeline
Work multi-partner deals. Each partner sees only the amounts it's allowed to.
- 3
Deal rooms
One shared space per deal for next steps, documents and the people involved.
- 4
Partnerships, agreements and commissions
Approved terms, logged referrals and commissions calculated for you.
- 5
Events
See who's attending and plan together — without exposing attendee names.
- 6
Need-to-know connections
You only see partners you're connected to. Helpstone can suggest an introduction; both sides decide.
- 7
Celebrate the win
A shared closed-won moment — never shared pricing.
- 8
Account filters and saved views
Filter by tech stack, revenue, location and more. Save the views you use. Share relationship statuses with a connected partner only if you turn it on.
- 9
Alerts and freshness checks
In-app alerts, a weekly digest preview, and a one-click "Still accurate" with a Last confirmed date on accounts and deals.
- 10
“Sharing & access” center
See field by field what each connected organization can see, preview as them, and review the access log.
- 11
HubSpot and Salesforce sync
A guided connect wizard, a health card and CSV import. Your CRM stays the source of truth; only approved updates go back.
- 12
Your daily briefing
Start every day with 3–5 points: what changed, what's at risk and what to do next — each linked to the record. Every deal gets a suggested next step.
- 13
Ask a partner for intel
Pick accounts and questions, send them to a connected partner, and accept answers field by field. They see only the account names you chose.
- 14
AI search
Ask a plain-English question and get a filtered list of records you're already allowed to open.
- 15
Help and a guided tour
A Help Center and short tours, one click away on every page.
Coming soon
Not available yet. We'll mark each one live when it ships.
- Call prep / account brief
- Meeting notes → actions
Today is useful. Tomorrow is a conversation.
Built with partners, not just for them.
Live now
- Private accounts with rich profiles
- Deals and joint pipeline with per-partner amount privacy
- Deal rooms
- Partnerships, agreements and commissions
In progress
- Call prep
- Meeting notes → actions
Next
- Co-sell drafts + QBR writer
- Shared company directory
Invited partners can see the full roadmap and vote after signing in.
Is my data visible to other partners?
Not by default. Your organization decides which records and commercial details to share, with whom, and with which rights. Partners can't even see that other partners exist unless they're connected.
Does Helpstone see my pipeline?
No. Operating the platform doesn't give Helpstone access to partner-private records. Helpstone sees only what you explicitly share.
Do I need Salesforce?
No. You can add accounts and collaborate without a CRM connection. When you're ready, connect HubSpot or Salesforce, or import a CSV.
What does it cost to join?
Partner Hub is free for Helpstone's invited partners.
How do I get in?
It's invite-only. If you were invited, sign in with that Google account. Otherwise, request access and Helpstone will be in touch.
Ready to work your accounts with Helpstone?
Invited partners sign in with Google. Everyone else can request access.