AdoptimalAdoptimal
Let us meet
B2B portal

A B2B portal where your customers order on their own.

A B2B portal is where your customers and dealers order at their own prices and see availability, order status and invoices. We connect it to your ERP so sales does not retype anything. Orders that still arrive by email or as a PDF are read by AI and prepared in the system for confirmation.

Typical situations

Salespeople as order typists.

When customers order by email and phone, sales spends the day on paperwork instead of selling.

Orders by email

A customer emails an order and a salesperson retypes it into the system by hand.

Status questions

The customer calls to ask whether goods are in stock and when they will arrive. The salesperson looks it up across several systems.

Everyone has different prices

Every customer has different discounts and someone works out their price by hand.

Documents on request

Copies of invoices and delivery notes go out by email again and again.

What the portal does

Orders, status and documents in one place.

Where an off-the-shelf B2B module fits your ERP, we put it in place. Where it does not, we build a portal around the way your customers order.

Orders at your prices

The customer sees their price list and availability and orders without a phone call.

  • Price lists and discounts for each customer
  • Stock availability
  • Repeat a previous order
  • Product configuration where needed

ERP connection

The order goes straight into the ERP and the status flows back to the portal.

  • Orders without retyping
  • Order and dispatch status
  • Invoices and delivery notes to download
  • ABRA, Helios, Money S3 and others

Dealer portal

If you sell through partners, the portal holds their orders and materials.

  • Dealer orders and projects
  • Materials and documentation to download
  • Complaints with a photo
  • Access for each person at the customer
AI around the portal

Customers who keep ordering by email.

Some customers will never log in to the portal and keep sending their orders as PDFs. Price lists, product codes and availability must be correct in the ERP, because the portal and AI only show what is in the system.

  • Orders outside the portal

    AI reads an order from an email or PDF and prepares it in the ERP as if it had come through the portal.

  • Customers who stopped ordering

    The portal lists customers who have not ordered for a long time on its own. AI prepares notes on each from order history and past communication, and the salesperson decides whom to contact.

  • Quote for a new customer

    For an enquiry, AI drafts a quote based on the price list and similar orders.

  • Product questions in plain words

    When a customer asks in their own words, AI finds the matching items in the catalogue and drafts a reply with availability.

Not sure where to start? AI readiness test

Frequently asked

What you ask us about B2B portals.

  • A web application for your business customers. The customer logs in, sees their prices and availability, places orders, tracks order status and downloads invoices. The order goes straight into your ERP.
Let us meet

Show us how your customers order.

Tell us how many customers you have and how orders reach you today. We will come back with a proposal, either a portal or AI on top of email first.

What can we help you with?