B2B Features

CRM Customers

Customer Portal

  • Customers can update their Business and contact info via the Customer Portal

  • Customer can view their:

    • Quotes

    • Purchase orders

    • Invoices

    • Credit limits and current balance

    • Statements

  • Stock reports​

  • Price list export

CRM leads

Online Store

  • Search and add products to your cart

  • Product photos

  • Related & alternative products

  • Specials & promotions with notifications built in

  • Multiple Price list functionality

  • Add to favourites

  • Repeat previous orders at the click of a button

  • Place Orders with delivery info

  • Configurable product lists per customer

CRM pipeline

Customer Support

  • Request a product demo when shopping

  • Log a ticket or a support request

  • Request a credit limit increase

  • View a report on all active tickets

Business to Business B2B

A Customer Portal and Online store that's completely integrated with our ERP solution. Easier for you and your customers - better for your business.

B2B Screens_Quotes.png
B2B Screens_Shop.png
B2B Screens_Shop.png


  • Familiar interface that's easy for your customers to use

  • Search by products, by code, description, type and sub-type

  • Multiple product photos can be added for each product

  • Add to order, add to favourites or book a demo for a product

  • Ability to handle Bill of Materials



  • Create orders by shopping for items

  • Add products from previous orders in your order history

  • Quick add products from your favourites

  • Import products to your order from an excel spreadsheet

B2B Screens_Main.png
B2B Screens_Quotes.png

Customer Quotes

Your customers can save, manage and accept their quotes,

Your customer is also able to quote their own clients through the B2B module.

B2B simply makes it faster and easier for you and your customers to do business.


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Software Development