Distributors and manufacturers
They handle recurring quotes and orders, coordinate inventory or dispatch, and need each customer to access only authorized information.
B2B portals
Customers and teams see the same order without chasing each other on WhatsApp.
We design portals connecting quotes, orders, warehouse, delivery, documents and payment with user-level permissions.
Request diagnosis — $150What is slowing the operation down
Order updates answered manually
Sales and warehouse use different versions
Documents and payments live across channels
What changes with a connected system
End-to-end order visibility
Secure customer self-service
Measurable response and delivery time
Who it is for
Customer self-service for companies coordinating orders across too many channels.
A B2B portal helps when customers and internal teams need to review, approve, or complete parts of one process without relying on individual messages for the current status.
Teams with heavy status traffic
Sales and service spend hours answering updates, resending documents, or confirming information already stored in another system.
Cross-functional operations
Sales, warehouse, logistics, accounting, and management share a process that needs traceable owners, dates, and evidence.
Connected processes
One shared view from quote through collection.
The portal does not necessarily replace the ERP. It organizes the customer experience and synchronizes the milestones each participant needs to view or complete.
- Catalog and quotes
- Orders and inventory
- Warehouse, dispatch, and delivery
- Invoices, receipts, and collections
- Users, roles, and approvals
Core capabilities
Useful customer information with operational control.
Permission-based self-service
Customers review their own orders, documents, and balances while internal teams retain views and actions aligned with their responsibilities.
End-to-end tracking
Statuses, dates, and owners show where each request stands and the condition required to move into the next stage.
Centralized documents
Quotes, purchase orders, delivery evidence, and invoices stay attached to the correct process with fewer duplicate versions.
Alerts and metrics
Notifications activate the right owner while dashboards show response time, completion, volume, and operational bottlenecks.
Implementation
Three stages to launch the portal with control.
We prioritize one complete customer journey before adding secondary features.
Service map
We define users, frequent requests, statuses, documents, data sources, and access rules, then select the journey with the strongest operating impact.
Portal and core workflow
We build authentication, roles, views, and essential actions. Customers and internal users test representative scenarios with controlled data.
Integration and launch
We connect approved systems, validate alerts and traceability, train owners, and document support and future change procedures.
Related real case
B2B Commerce Portal · Sigmart Group
Documented real case: customer, sales, warehouse, management and accounting connected through controlled stages.
View full case studyFrequently asked questions
Before creating a B2B customer portal.
Can the portal connect to our ERP?
Yes, when the system provides a secure integration path. During diagnosis we review APIs, exports, synchronization frequency, and data ownership before defining scope.
Can every customer have different pricing and permissions?
Yes. We can model catalogs, price lists, accounts, branches, and per-user access when the commercial rules are defined and supported by a reliable source.
How do we protect sensitive documents and data?
We apply authentication, role authorization, account separation, and event records based on risk. The specific controls are documented for the agreed scope.
What happens when a process or integration changes?
The proposal defines warranty and stabilization. Monitoring, monthly maintenance, and new features are quoted as a separate, optional, and transparent service.
Start with the process costing you the most time.
The $150 diagnosis identifies three priorities, estimates impact and defines the implementation path. If you move forward with OrbiLabs, the full $150 is deducted from the project.
Request diagnosis — $150