How Can CRM Features Boost Your Team's Productivity?
Exploring how CRM features can significantly enhance your team's productivity by optimizing workflows and improving customer interactions.
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2026-09-01
Solution example Sales
B2B portal: dealers order themselves at their own prices
Each dealer logs in and sees their prices, credit limit and order history; orders flow into accounting without retyping from email.
- Client
- Typical client: manufacturer with 120 dealers
- Timeline
- 4–6 weeks
- Year
- 2026
b2b.example.com/en
enukplde
Your price: −18% · credit limit 40 000
- In stock: 312 · delivery 2 days
- Unpaid invoices: 1
120
dealers with own prices
24/7
ordering
0
orders retyped from email
This is a solution example: it shows how we would build it for a typical client. The figures are targets we agree on before the work starts, not results of a specific client.
Before and after
BeforeAfter
OrderingBefore Email and phoneAfter Dealer orders in the portal
PricesBefore Checked in ExcelAfter Shown per dealer
Stock questionsBefore Twenty calls a dayAfter Visible live
The problem
Dealers send orders by email and phone, managers retype them, check discounts in Excel and answer “is it in stock?” twenty times a day.
How we solve it
- 01Login for each dealer with individual prices and discounts
- 02Live stock and delivery times
- 03Credit limit and unpaid invoices visible to the dealer
- 04Orders exported to accounting automatically
How it works
In
Price lists and discountsStockDealer accountsB2B portal
Own prices and limits
Result
Orders to accountingDealer historyHow the work goes
- 11 week
Price logic
Groups, discounts, limits and what dealers may see.
- 23–4 weeks
Portal
Catalogue, cart, history and accounting export.
- 31 week
Dealers onboard
Ten friendly dealers first, then invitations for all.
What the client gets
- Dealers order at any hour without calling
- Managers handle relationships, not retyping
- No order goes over the credit limit unnoticed
Technologies
- Laravel
- Vue
- Accounting API (Subiekt / Comarch / 1C)
- SSO
Related services
What we need from you
Everything else is on us. You see progress after each stage and pay after accepting it.
- Price lists, discount groups and limits
- Access to the accounting or ERP program
- A list of dealers with contact emails
Want the same for your business?
Describe the task in your own words. We'll reply with questions or a plan and name the price and deadline before we start.
More cases
All cases →- 1Order on a marketplace
- 2Stock −1 everywhere
- 3Payment received
- 4E-invoice issued
- 5Label and tracking
Solution example Sales
One stock for Shopify, Amazon and eBay — and invoices that issue themselves
Orders from every channel in one list, stock updated everywhere within a minute, an e-invoice for every paid order.
≤ 1 minstock sync
Read the case- 1Customer picks a product
- 2Pays online
- 3Order in the panel
- 4Label in one click
- 5Tracking to the customer
Solution example Sales
Own online store in a month: payments, delivery and orders without chats
Catalogue, online payment, shipping labels from the order and a simple admin panel. The owner stops taking orders in direct messages.
3–5 wksto launch
Read the caseshop.example.eu/en
enukplde
Prices in € · delivery to DE, CZ, PL
- hreflang · de-DE · cs-CZ · pl-PL
- VAT OSS · 19% · 21% · 23%
Solution example Sales
One store, three countries: languages, currencies, VAT and local delivery
Each country gets its own language, currency, VAT rate, payment methods and couriers — and Google sees every version separately.
3countries in one store
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