B2B customer portal software, built around how you work.

Custom B2B customer portal software for New Zealand B2B businesses: a web, iOS and Android app built around how your B2B business runs, on our own post-trained models where they fit.

Start a conversation

Off-the-shelf software is built for the average B2B business. CRM and accounting systems each hold part of the picture, so quotes, orders and account health sit in different places and customers ring to ask where things are up to.

Start a conversation

What we would build for your B2B business

A quote to order trackerEvery open quote followed up on schedule, and accepted quotes turned into orders and invoices without retyping.
A customer portal appYour customers reorder, check delivery and download invoices themselves, from a web and mobile app tied to your own systems.
An account health assistantOrder patterns, support history and renewals watched for each account, with a heads up to the account manager when something changes.

What the tool can cover

The quote, order and renewal trail runs in the background off your existing records, so fewer deals stall in the gap and your team spends its time selling, not chasing paperwork.

Quote follow up and conversion tracking
Account record reconciliation across systems
Renewal date tracking and early alerts
Proposal and contract drafting
Pipeline and stage reporting
Order handoff between sales and fulfilment

Alongside the software you run today, or instead of it.

Keep HubSpot, Salesforce and Xero and connect the new tool to it, or let the tool take its place when that suits you better.

Talk to us about your tool

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

How we build it

Every build is scoped and quoted up front.

Straight answers

Is this off-the-shelf B2B customer portal software?

No. We build the tool for your B2B business, as a web app and an iOS and Android app, so it follows how you work rather than the average B2B business.

Do we have to stop using HubSpot, Salesforce and Xero?

No. The tool can run alongside the software you have today and keep both in step, or replace it when that suits you better. We work that out with you first.

What would you build first?

Usually the customer portal app, because it answers the where is my order call before it happens.

Where does the AI come in?

Where it saves real effort: reading documents and photos, turning voice into records, drafting paperwork and flagging what needs a person. We use our own post-trained models where they fit, and a person stays in charge of every decision.

Talk to us about B2B customer portal software

Start

Contact us

Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.