Delbig CRM

B2B Dealer / Customer Portal

Give dealers and customers a B2B portal where they can view products, switch between producer accounts, create orders and let your team approve portal requests separately in Delbig CRM.

Delbig CRM B2B dealer portal dashboard with products, cart, orders, balance and recent orders
Delbig CRM B2B dealer portal dashboard with products, cart, orders, balance and recent orders

What this workflow covers

  • Let dealers and customers view their catalog, prices, cart, order history and account summary from a controlled portal.
  • Define portal access, price lists, product currency and store scope from the customer card.
  • Receive B2B order requests in a separate approval queue before they become internal sales orders.

Related workflows

Product and Price List Management Manage individual prices, bulk updates, Excel import/export, PDF price lists, multi-currency lists, customer/user assignment and price history with Delbig CRM. Order Tracking Manage orders that start from quotes, direct sales or the B2B portal with product source, supplier, warehouse and shipment steps in Delbig CRM.