Client portals & B2B platforms
A portal where customers and partners place orders, check statuses, download documents and raise issues themselves — no emails or calls to the office.
It's for you if…
- Customers call and email for statuses, invoices and documents
- B2B orders arrive by email and are retyped
- You want to relieve support and offer self-service
Implementation scope
- 01 A customer panel with orders, statuses and documents
- 02 A B2B ordering platform with individual price lists
- 03 Integration with ERP, CRM and invoicing
- 04 An AI assistant answering questions in the portal
How your process changes
Support answers dozens of emails about statuses and invoices, and B2B orders are retyped into the system.
Customers serve themselves 24/7, orders go straight into the ERP and support handles the exceptions.
We work with your tools
- ERP
- CRM
- Invoicing systems
- Online payments
- SSO login
Frequently asked questions
Don't see your question? Ask the AI assistant in the bottom-right corner or book a consultation.
Who is Client portals & B2B for?
It's a good fit if: customers call and email for statuses, invoices and documents; b2B orders arrive by email and are retyped; you want to relieve support and offer self-service.
What does the implementation include?
A customer panel with orders, statuses and documents; A B2B ordering platform with individual price lists; Integration with ERP, CRM and invoicing; An AI assistant answering questions in the portal. We start with a process audit and a measurable goal.
Which tools does it work with?
We work with the tools you already use: ERP, CRM, Invoicing systems, Online payments, SSO login. No need to replace whole systems.
How long does it take and how much does it cost?
First results usually within 2–4 weeks of the audit. The cost depends on the scope — we estimate it together with the savings (ROI) in a free 30-minute consultation.
Let's test it on your processes
Book a free consultation — we'll show you which processes in your company can be automated and what you'll gain.