Client portal for e-commerce brands and online sellers
Your resellers and B2B clients still order by email and keep asking the same things: availability, prices, order status, invoices. The portal exposes their slice of your back office — each account sees its own terms, its own orders and nothing else.
In your day-to-day
- 01
B2B ordering with each reseller’s own prices and terms, against real stock.
- 02
Tracking orders and backorders without emailing your sales admin team.
- 03
Downloading invoices and credit notes, with the account’s outstanding balance always visible.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
How is this different from opening access to our back office?+
Your back office shows everything — margins, other clients, supplier stock. The portal exposes a chosen slice, at each account’s negotiated terms, revealing nothing of the rest.
Our B2B prices are negotiated client by client — does the portal follow?+
Yes: each account sees its own prices, discounts and outstanding balance. That is exactly what makes email obsolete — the client no longer needs to ask your salesperson for “their price”.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic