Client portal for wholesalers and B2B distributors
Your professional clients want to order and check things without waiting for the rep’s visit: available stock, net price, order tracking, duplicates. The portal exposes their slice of the ERP, live, with their own conditions.
In your day-to-day
- 01
Real-time view of available stock and the account’s net prices.
- 02
Tracking of orders and backorders with estimated delivery dates, no call to order processing.
- 03
Clients download invoices, delivery notes and technical sheets themselves, as soon as issued.
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
Does the portal show each client their own net prices?+
Yes: each account sees its grid, discounts and free-shipping conditions — never another client’s pricing. It is your ERP’s own conditions engine, exposed read-only.
Does it bypass our field sales force?+
No, it frees it: reorders and availability questions move to the portal, and the rep keeps visits for what creates value — new products, negotiation, account development.
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