Order at their pricing
Contract pricing, quantity breaks and account-specific catalogues from the ERP.
Service · Build
Customer, dealer and B2B ordering portals
Customers who order by phone and email cost a CSR every time. A portal lets them order at their pricing, watch the status, pull the documents and pay the invoice, on a login platform with passkeys and two-factor sign-in that we already run for our own clients.
A portal is only as good as what it is connected to. Pricing has to come from the ERP, stock from the warehouse, status from shipping and the balance from accounting. We build portals as the front door to those systems rather than as another island.
The platform underneath runs our own client portal today: clients pay invoices, set up autopay, approve time, accept quotes and buy prepaid hours. Your customers get the same foundation with your products on it.
What your customers get
Everything they call about, without calling.
Status and tracking
Order status from the warehouse and tracking from the carrier, live.
Documents
Invoices, statements, packing slips, certificates, spec sheets, on demand.
Pay online
Card or bank, autopay if they want it, posted back to accounting.
Their own users
A buyer, an AP clerk and a receiving dock, each with the right access.
Secure sign-in
Passkeys, two-factor codes, session control and breached-password checks, already built.
How it runs
Design around your top ten customers.
Assess
What customers call about, and which systems hold the answers.
Design
Screens drawn with two or three real customers in the room. Fixed price follows.
Build and pilot
Live with a handful of accounts first, then everyone.
Run
Care plan with monitoring and a response window.
Common questions
Before you book.
Will customers actually use it?
They will if it is faster than calling, which is why design starts with the questions they already ask and the customers who ask most. A pilot with real accounts proves it before launch.
Can it take payments?
Yes. Card and US bank payments through Stripe or Square, with autopay, posted back to your accounting system. Our own clients pay us this way today.
What about our branding?
The portal carries your name, colours and domain. The platform underneath is ours; nothing on screen says so unless you want it to.
List the three things customers call about most.
Thirty minutes, no obligation. We reply within one business day.