Customers calling to ask about their order
Every call takes up your sales team's time. Without a portal, customers have no way of knowing their order status without getting in touch.
How your customers feel today
The friction you pay for in calls, emails and missed opportunities
Without a customer portal, every routine interaction eats up your team's time — and wears down customers who expected self-service.
Invoices sent manually by email
Every month, someone gathers invoices and sends them one by one. If the customer loses one, it starts all over again. If they need last year's, it's a nightmare.
Tickets lost in email threads
An issue lands in one person's inbox, they're out, and it gets lost. Without a system, there's no traceability and no SLA.
No B2B self-service sales channel
Your B2B customers want to buy online at agreed prices without waiting for a sales rep. If you don't offer it, your competitors will.
Before vs after
The change your customers will see from day one
A measurable change in support workload, satisfaction and repeat purchases.
Without a customer portal
- Your customers call to ask about their orders
- Invoices are sent manually, one by one
- Tickets get lost in email threads
- Zero data on customer usage
- Your sales rep is the only channel
With a custom portal
- Customers check orders in real time, 24/7
- Invoices available to download instantly
- Tickets with SLAs, traceability and automatic replies
- Usage metrics to spot opportunities
- A self-service sales channel that sells while you sleep
Customer journey
Discover, use, retain — a portal designed as a cycle, not a product
Every stage of the customer journey is designed to reduce friction and turn regular use into a habit.
Frictionless onboarding
Customers activate their account with an email. Guided tour inside the portal. No endless forms.
Everyday self-service
Orders, invoices, tickets, catalog. No waiting, no phone calls. The app your customers open every Monday.
Grows with you
Personalized offers, loyalty program, one-click reorders. The portal sells while you sleep.
Customer view
What your customers will see in their portal: orders, invoices, tickets and downloads
A preview of the private area your customers will open every week — clean, fast and focused on useful data.
My portal · Overview
Industrias García SLOpen orders
7
+2 this week
Outstanding invoices
3
Balance €4,820
Active tickets
2
SLA on track
Downloads this month
28
PDF and XML
PED-1042 Order, 18 items · delivery 24 Jun €3,240 Out for delivery
FAC-0921 May invoice · download PDF / XML €1,580 Pending
TCK-0317 Support · technical documentation review SLA 4h New
PED-1041 Quarterly catalog reorder €2,110 Confirmed
What's included
The modules that bring your customer portal to life
Every block is optional and switched on according to your business priorities. All connected to your ERP in real time.
Online ordering and tracking
Real-time status, integrated with your ERP and warehouse. Your customers always know when their goods will arrive.
Invoice history
PDF and XML (ready for Verifactu, Spain's new invoicing compliance system). 24/7 access without having to ask. Filters by year, amount and payment status.
Tickets and support
Customers open tickets, attach files and see replies. SLAs by priority, automatic notifications and full traceability.
B2B catalog
Customer-specific prices, volume discounts and payment terms. Your sales rep stops being the bottleneck.
Multiple users per customer
Purchasing, accounting, management — each with their own role. Fine-grained permissions, audit trail and separation of duties.
Automatic notifications
Email, SMS or push when something relevant happens: order shipped, invoice issued, ticket answered.
Trust and security
A portal your customers can trust with their data
The portal handles sensitive information: orders, agreed prices, invoices and account balances. We build every project with security by design, encryption in transit and at rest, and GDPR compliance from day one.
Secure login with optional two-factor authentication
Data encrypted in transit (SSL/TLS) and at rest
Role-based access and granular per-user permissions
GDPR compliance and audit log
Automatic backups and a recovery plan
EU hosting and servers monitored 24/7
FAQ
Common questions about B2B customer portals
How much does a B2B customer portal cost?
The cost depends on the features, user profiles and integrations with your ERP. We define the portal your team needs and give you a fixed-price proposal.
Which ERPs do you integrate with?
We work with Dolibarr, Odoo, FacturaScripts, Sage, Holded and SAP Business One. If your ERP has an API or an accessible database, we can integrate it.
Can my customers pay through the portal?
Yes. We integrate payment gateways (Stripe, Redsys – Spain's card payment gateway – and PayPal) for paying invoices and orders. We also support payment on credit, based on each customer's terms.
How long until it's up and running?
6 to 12 weeks for a first usable version, depending on how complex the integration with your ERP is. We release in iterations.
How are customer-specific prices handled?
Price lists by customer or group, volume discounts, exclusive products, payment terms. Everything is synced with your ERP — change it there and it's reflected instantly.
Is there a mobile app or just a browser version?
The portal is delivered as a responsive PWA: it works perfectly on mobile, tablet and desktop with no installation. If you need a native iOS/Android app, we build that too.
Give your customers the portal they expect
We help you define the scope, integrate it with your ERP and launch it in weeks. Free assessment, fixed-price quote, no obligation.