Client portal
Access by role to quotes, orders and project status.
Quotes, orders and follow-up with traceability.
A digital operation for industrial companies: portals, documents, suppliers, projects and opportunities visible to clients and management.
What the solution includes.
Every solution starts from the same core and adapts its data, journey and automations to the industry.
Documents
Versioned documents with approval and traceability.
Suppliers
Order tracking and supplier visibility.
Executive view
Dashboard for management with pipeline and status.
The journey
How an opportunity moves through the system.
Each stage keeps information, owner and next action from first contact to follow-up.
Request
A client requests a quote or order.
Quote
Pricing and terms are prepared and approved.
Order
The order is confirmed and tracked.
Production
Status and documents are updated.
Delivery
Traceability to delivery and follow-up.
Is your B2B operation spread across emails and files?
We map your quote-to-order process and propose the first step to digitize.
FAQ
Questions about this solution.
Can it integrate with my ERP?
The diagnostic reviews your current systems and what should connect or be replaced.
Do clients get their own access?
Yes, with role-based portals and permissions.
Is it secure for sensitive documents?
Yes: roles, versioning and access control are designed per company.
Can it handle quotes and orders?
Yes. Quote, order and follow-up stages can be modeled as they work today, with an owner and a next step on each.
Does it connect to our ERP?
When your system exposes an interface, yes. The diagnostic decides what to connect and what to keep separate.
Can we migrate our existing contacts?
Yes. Contacts, companies and open opportunities are migrated as part of the scope.
How long does implementation take?
Typically four to eight weeks from the approved scope, depending on integrations.
What if we only need the CRM first?
That is a normal start. We build the commercial side first and add integrations when the operation asks for them.