B2B Portals & Marketplaces
Give every account a trade counter that never closes
B2B still buys over the phone, by email, and by retyped order. A portal is the counter that replaces all of it: one that already knows each account's price, credit, and buying rules, is open at 2am, and writes straight to your ledger instead of a copy of it.
Trade account
Halloway & Sons
Terms
Net 30
Credit
$18,400 / $40,000
Recent dockets
Priced to contract, wired to the ledger. Everything on this card is read live from the systems that hold it. The counter never quotes a number it can't stand behind.
Open 24/7
No phone, no office hours
To contract
Every price, every account
One ledger
Wired to your ERP
By the rules
Approvals built in
The brief
Your team is the order form. That's the thing to fix.
Customers phone to reorder. Reps email quotes back and forth. Someone retypes it into the ERP and hopes the tier price is right. It works, and it quietly caps how much you can grow, because every new account is more order-taking and every order is a chance to key the wrong number.
A portal moves that whole tier of work to the customer, where it's genuinely easier for them: their price, their history, their credit, one reorder away. The counter does the typing, and it never mistypes.
What a buyer sees on the portal is what your ERP says this second.
Live stock, live pricing, live account balance, read from the systems that hold them, instead of last night's export or a number someone hoped was still current. A portal that shows a copy is just a prettier way to be wrong.
What changes
A whole tier of order-taking, simply gone
The reorders and status checks that filled your team's morning move to the customer, where they take one click instead of a phone call your team has to answer, key in, and confirm.
Orders that arrive already correct
Nobody retypes anything. The buyer places it, the portal writes it to the ERP at the agreed price, and the class of error that comes from a mis-keyed line simply stops happening.
Customers who can buy at 2am
The counter doesn't keep office hours. A buyer in a different timezone, or one who only gets to the paperwork after close, places the order when it suits them, and you wake up to it done.
Growth that doesn't mean more order-takers
Doubling accounts used to mean doubling the desk that serves them. Self-service breaks that link, so the next hundred customers cost you compute instead of headcount.
What we build
A counter for every side of the business
Customer portals
The self-service hub where your B2B customers order, reorder, quote, and manage their account: the counter each of them walks up to, knowing their own price and history.
Agent and dealer platforms
Portals for agents, dealers, and reps to transact and manage their book of business, with the margins and permissions that a channel relationship actually runs on.
B2B marketplaces
Multi-vendor marketplaces with the catalog, roles, order routing, and settlement B2B needs: the operational plumbing a consumer-marketplace template never had to solve.
Quoting and RFQ
Request-for-quote and configure-price-quote flows that replace the email thread, so a quote is a structured, tracked thing instead of the fourth reply in a chain nobody can find.
Self-service ordering
Reordering, standing orders, and order history that make repeat buying effortless, because most B2B orders are the last order again, and that should take seconds.
Partner hubs
Onboarding, resources, and deal registration for your channel and partners: one place they're brought up to speed and do business, instead of a shared drive and a rep's inbox.
The engagement
From your operation to a counter that's open
Weeks 1–2
Learn how they buy
We map how your customers and partners actually purchase: the roles, the tiered and contract pricing, the approval chains, the standing orders. The portal has to fit a real buying process, so first we learn it.
Weeks 3–4
Design the counter
Self-service journeys shaped around B2B buying, never a consumer-store template with a login on top. Reorder in seconds, get a quote without an email thread, see an account view that shows the truth.
Weeks 5+
Build and wire it
The portal, connected to your ERP, inventory, CRM, and payments as one source of truth, so pricing, stock, and account status are read live and orders flow straight in.
Launch
Open to accounts
We roll out to your customers and partners account by account, with onboarding and support, so the first experience of the counter is a good one and the habit forms.
After
Grow adoption
We watch where buyers still pick up the phone, take that friction out, and add the flows the usage data asks for, because a portal nobody uses saved nobody any work.
How we work
Four rules that decide whether a portal gets used
The build is the easy part. Whether your customers actually leave the phone behind comes down to these, and we hold them even when a deadline suggests otherwise.
Model how they actually buy
Tiered pricing, approval chains, spending limits, multiple buyers per account. We build the portal around your customers' real procurement, instead of a storefront that assumes one shopper with a card.
Wired, never re-keyed
Orders flow into your ERP; nobody retypes anything. The portal and the systems agree because they're the same data, never a copy that drifts out of sync by lunchtime.
Easier than the phone, or it fails
Adoption is the whole game. If calling is easier than clicking, your customers will call, and the portal was money spent on nothing. We design for less friction than a phone call, deliberately.
The right buyer sees the right door
Role-based access and per-account catalogs and pricing, enforced on the server. What a buyer can see, price, and order is a rule the system holds, never something hidden in the interface and hoped for.
Built for real B2B
Six things a consumer store was never built to do
B2B has structure: negotiated pricing, approvals, multiple buyers, live account status. These are the parts a storefront with a login can't fake, and the parts that decide whether the portal fits your operation or fights it.
Tiered and contract pricing per account
Every buyer sees their negotiated price, instead of a list price with a discount code taped on. The right products are available to the right accounts, and the number on the screen is the number on the contract, enforced by the system.
Approval chains and spending limits
A junior buyer orders up to a limit; larger orders route to an approver; you set the chain per account. The portal fits into your customers' procurement instead of asking them to work around it.
Role-based access for teams and buyers
Multiple buyers per account, each with the right permissions, so a customer's own team structure is reflected: the person who requests, the person who approves, the person who only tracks.
Live inventory and account balances
Stock and account status read straight from the systems that hold them, so a buyer commits to what's actually available and sees what they actually owe, instead of last night's export.
ERP, CRM, and payment integration
The portal is a window onto your real operation, never a second system to reconcile. Orders, customers, and payments move as one, which is the difference between a portal and a very expensive form.
Order history, reordering, and standing orders
Most B2B orders are a previous order again. History, one-click reorder, and standing orders make the common case instant, which removes exactly the friction that used to send buyers to the phone.
Why it pays
Your team stops being a human order form
The hours spent keying in orders someone phoned through come back. The desk moves from taking orders to handling the things that actually need a person.
The price is always the contract price
Tiered and contract pricing is enforced by the system, so the margin leak from a mistyped discount or an out-of-date rate quietly closes. Nobody has to remember the deal. The portal already knows it.
One source of truth, never a copy
Because the portal reads live from your ERP and inventory, buyers and staff are looking at the same numbers. The arguments that start with two different spreadsheets stop happening.
It works the way procurement works
Approvals, limits, and multiple buyers mean the portal slots into how your customers are required to buy, which is why they adopt it instead of routing around it back to email.
Selected work
Two counters that took the phone out of the loop
What you get
A counter your customers prefer to the phone
Self-service, integrated, and built around how your business actually sells: live, wired, and adopted.
- 01A B2B portal or marketplace built to your operation
- 02Role-based access and tiered, contract pricing
- 03Quoting, ordering, reordering, and standing-order flows
- 04Integration with your ERP, inventory, CRM, and payments
- 05Approval chains and per-account spending controls
- 06Onboarding and analytics built for adoption
Where the counter fits
Industries that run on accounts instead of carts
Wholesale and distribution
Trade accounts with negotiated pricing and standing orders: the classic counter, moved online without losing the relationship.
Manufacturing
Dealer and distributor portals with configure-price-quote, where the catalog is complex and the pricing is anything but flat.
Professional services
Client portals where quoting, approvals, and account history replace the reply-all thread nobody can reconstruct.
Logistics and distribution
Self-service tracking and ordering that ends the where's-my-shipment call and the retyped booking.
Healthcare and dental
Supply portals where account structure, approvals, and controlled catalogs are compliance questions, well beyond conveniences.
Home and field services
Trade and supplier portals for operators who order between jobs, from a phone, when the counter would otherwise be shut.
Tell us how your customers buy today
The pricing, the approvals, the reorders, the phone calls your team keeps taking. That's the operation the counter has to fit. Bring it to us and we'll show you what self-service looks like on top of it.
We map the buying process first
Why us for this
We build for how B2B actually buys
Negotiated pricing, approval chains, multiple buyers, standing orders. We've built the plumbing a consumer-store template skips: the parts that decide whether the portal fits your customers' procurement or fights it.
We treat adoption as the deliverable
A portal your customers don't use is a rounding error that cost real money. We design for less friction than the phone, roll out account by account, and keep removing reasons to call.
We wire it to the truth
The portal reads live from your ERP, inventory, and CRM, so it shows what's real instead of a copy that drifts. That integration is the hard part, and it's the part we never skip.
Working with Flaidex
01
No lock-in
Standard stack, your repository, your accounts. The portal is yours; continuing with us to grow it is a choice, never a dependency the build was arranged to create.
02
One team, operation to launch
The people who mapped how your customers buy are the people who build and wire the portal. No handoff to a delivery team that never met the buying process.
03
You watch it come together
A working portal in an environment you can click through early and often, so adoption risk is something you feel and shape during the build instead of discovering at launch.
Questions
What people ask about B2B portals
01How is this different from a normal online store?
B2B buying works nothing like consumer checkout. Customers have negotiated pricing, purchase approvals, spending limits, multiple buyers per account, and standing orders. We build for that reality (roles, tiered pricing, approval chains, and account structures) instead of a one-shopper storefront with a login bolted on.
02Will it connect to our ERP and inventory?
Yes, that's the point. We integrate the portal with your ERP, inventory, and CRM so customers see real pricing, real stock, and real account status, and orders flow straight into your systems instead of being retyped.
03Can different customers see different pricing?
Absolutely. Contract and tiered pricing per customer or group is core to B2B, so the portal shows each buyer their negotiated prices and terms, with the right products available to the right accounts.
04How do approvals and spending limits work?
We model your buying rules: a junior buyer can order up to a limit, larger orders route to an approver, and you set the chains per account. It mirrors how procurement actually works so it fits into your customers' processes.
05Can it be a multi-vendor marketplace?
Yes. We build multi-sided B2B marketplaces with vendor onboarding, catalogs, roles, order routing, and settlement: the operational plumbing a consumer marketplace template doesn't cover.
06Will our customers actually use it?
They will if it's genuinely easier than calling or emailing, which is what we design for. Fast reordering, clear status, and self-service quoting mean less friction for them and far less order-taking for your team.
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