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.
A typical scenario
A brand with 150 active retailers and a two-person sales admin team receiving some forty emails a day — availability, net prices, order statuses, invoice duplicates.
- 01
Monday, 7 AM: a wine shop places its restock in the portal, at its own terms, against real stock — the order is in the pipeline before the admin team arrives.
- 02
On the road, your sales rep opens the portal in front of the client and shows what is actually available, at that specific account’s price.
- 03
At month-end close, the retailers’ accountants download invoices and credit notes themselves — the email-duplicate ritual disappears.
What changes
Sales admin stops being a documentary switchboard and returns to its real work: disputes, launches, accounts that are growing.
Order of magnitude
Working assumptions
- →150 retailers, about 6 requests per month each
- →80% concern information the portal displays live
In the order of 700 emails and calls per month that no longer need to happen — and B2B orders arriving at any hour, with no retyping.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Customer service drowns in WISMO and return requests — while marketplace messages wait under an imposed response deadline.
- →
A stockout or a broken checkout on Saturday night is discovered Monday morning, revenue gone.
- →
The B2B side — resellers, corporate orders, marketplace payouts — pays late, and nobody has time to chase between two sales peaks.
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”.
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.
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