We build secure B2B portals where your dealers, distributors and business customers order, check prices and stock, download documents and track dispatches, without calling your sales office.
1// Each dealer sees their own prices, stock and orders2export async function placeOrder(dealer, cart) {3 const prices = await priceListFor(dealer.tier);4 const lines = applySchemes(cart, prices, dealer.region);5 await checkCreditLimit(dealer, lines);6 const order = await createSalesOrder(dealer, lines); // ERP7 await notify(dealer.salesRep, 'New order ' + order.no);8 return order;9}Worked with
Problems we solve
B2B orders arrive through every channel, and your sales office spends its day typing them in and answering the same questions.
Phone, email and WhatsApp orders are re-entered into your system, and mistakes reach the dispatch floor.
Dealers call to ask about prices, stock, schemes and dispatch status.
Dealer-specific price lists and schemes are applied manually, and margins leak.
Invoices, catalogues, certificates and statements are emailed again and again on request.
Our solution
Each dealer, distributor or customer logs in to their own portal, sees their own prices and history, and places orders that flow straight into your systems.
Price tiers, schemes, minimum quantities, credit limits and approval rules modelled exactly as you sell.
Orders, stock, invoices and dispatch synchronised with your ERP, CRM or accounting software.
Fast, mobile-friendly screens so dealers order from their phone, in seconds.
B2B portal development services
These are the B2B portals and B2B website features we design and build.
Portals for your dealer and distributor network with ordering, price lists, schemes, stock visibility, statements and dispatch tracking.
Online B2B ordering with bulk order forms, minimum quantities, quote requests, credit terms and approvals for larger orders.
Portals where business customers track orders and projects, download documents, raise support requests and approve deliverables.
Portals for suppliers to receive purchase orders, confirm delivery dates, upload invoices and documents, and see payment status.
B2B websites that present technical products, specifications and certifications clearly, with RFQ forms that feed your CRM.
Connect the portal to your ERP, CRM and accounting software so prices, stock, orders, invoices and payments stay in sync.
What you get
A portal is worth building if it saves your sales office time and makes ordering easier for customers.
Dealers order in minutes, any time.
Correct prices and schemes applied automatically.
Stock, status and documents available on demand.
Orders go straight into your ERP.
See what each dealer buys and when.
Each account sees only its own data.
Why us
Our B2B process work includes lead capture, CRM and quotation automation.
We build the portal and the systems behind it, so they connect properly.
Our own product Social Sphere CRM gives every client a dedicated portal.
A proposal with scope and a customised quotation before work starts.
A free strategy call, then a written proposal with a customised quotation.
Our approach
Open each step to see what it covers.
Price tiers, schemes, credit rules, approvals and order flows mapped with your sales team.
What syncs with your ERP, CRM and accounting, and how often.
Simple, mobile-friendly screens tested with a few real dealers.
Portal and integrations built in sprints with previews.
Launch with a group of dealers, fix friction, then roll out.
New features, reports and integrations as usage grows.
Common situations
Most B2B portal projects begin with one of these situations.
Options
How the main options compare.
| Criteria | Custom B2B portal | B2B e-commerce platform | Phone, email and WhatsApp |
|---|---|---|---|
| Your trade terms | Modelled exactly | Within the platform's features | Applied by hand |
| ERP integration | Built for your ERP | Connectors, sometimes limited | Manual entry |
| Dealer experience | Designed for your dealers | Generic store experience | Calls and messages |
| Running cost | Build plus hosting | Subscription or licence | Staff time and errors |
| Best for | Complex pricing and deep integration | Standard B2B catalogues | Very few accounts |
If a B2B e-commerce platform fits your terms, we'll recommend it.
Industries
Common B2B portal needs we design for.
Dealer ordering, schemes and dispatch tracking.
See the workMulti-warehouse stock, pricing tiers and statements.
See the workCatalogues, RFQs and quotation workflows.
See the workBatch-aware ordering and document access.
Contractor accounts, site deliveries and credit terms.
Client portals for approvals and deliverables.
See the workHow we work together
Every engagement starts with a written proposal and a customised quotation.
Design, build, integration and roll-out of your portal.
Best for: New dealer or customer portals
Portal, CRM and ERP modules delivered in phases.
Best for: Businesses moving off manual ordering
New features, reports and integrations after launch.
Best for: Live portals
Guide
A B2B portal is a secure website where business customers, such as dealers, distributors, retailers or contractors, log in to order, see their prices and stock, download documents and track deliveries.
Unlike a consumer store, a B2B portal handles account-specific pricing, credit terms, bulk orders and approvals.
At minimum: secure login per account, the dealer's own price list and schemes, product search, fast ordering and reordering, order status and dispatch tracking, invoices and statements.
Many businesses add stock visibility, credit limits, returns, marketing material downloads and multiple users per dealer account.
A portal is only useful if its data is accurate. Prices, stock and customer details usually come from the ERP; orders go back into it; invoices and statements come from accounting.
Decide what syncs in real time and what syncs on a schedule, and set up alerts when a sync fails.
Start with a pilot group of dealers, keep ordering as simple as possible, and make the portal the fastest way to get information they currently call for.
Sales teams should promote it, and some businesses offer small benefits for portal orders during roll-out.
A dealer or distributor portal lets your channel partners order against their own price lists, see stock, track dispatches and check their ledger. A customer portal does the same for direct business customers, often with quotations, contracts and service requests. A supplier portal works the other way, letting vendors see purchase orders, confirm delivery dates and upload invoices.
Many businesses start with one portal and add others later on the same foundation, sharing user management, documents and integration with the ERP.
B2B pricing is rarely a single price list. Dealer categories, regional prices, quantity slabs, schemes and customer-specific rates all need to be modelled clearly, so each user always sees the right price and orders don't need manual correction.
Large catalogues need good search, filters by specification, product documents and alternative or related items. For technical products, a clear product page with drawings and data sheets reduces the questions your sales team answers by phone.
Every portal user should see only their own prices, orders, invoices and documents. Role-based access lets a dealer's owner, purchase staff and accounts staff each have the access they need.
Use secure logins, log important actions such as order changes, and make it easy to disable access when a dealer relationship ends or a staff member leaves.
Useful measures include the share of orders placed through the portal, the time from order to confirmation, the number of status calls to your sales office, order errors and dealer activity by region.
Review these with your sales team regularly. Low usage in a region usually points to a training gap or a missing feature that dealers need.
Costs depend on pricing and scheme complexity, number of user types, integrations with ERP, CRM and accounting, mobile needs, data migration and support.
We don't publish fixed prices or packages. After a scoping call, we send a written proposal with a customised quotation.
Before you talk to us
A secure website where business customers log in to order, see their prices and stock, download documents and track deliveries.
Yes. Price lists, tiers, schemes and discounts can be set per dealer, region or category.
Yes. Prices, stock, orders, invoices and statements can be synchronised with your ERP and accounting software through their integration options.
Yes. Portals are mobile-friendly, and can be installable as progressive web apps.
Yes. Orders can be checked against credit limits and routed for approval when needed.
Yes. Suppliers can receive purchase orders, confirm deliveries, upload invoices and see payment status.
Yes. We build B2B websites with technical catalogues and RFQ forms connected to your CRM.
A B2B portal is the screen your dealers or customers use. A dealer management system is wider, covering schemes, claims, secondary sales and your field team, and usually includes a portal.
Yes. Invoices, ledgers, price lists, catalogues and certificates can be available for download.
Yes, where your ERP or inventory system can share stock levels. Stock can be shown exactly or as availability bands.
It depends on pricing complexity, integrations, user types and support. We do not publish fixed prices; share your requirements and we will send a customised quotation.
Contact us
Share a few details. An engineer reviews every enquiry and gets back to you to set up a scoping call.