Impress customers with a professional, easy-to-use B2B portal
Boost B2B interactions and beat the competition by providing customized services to your customers. Convenient to use, easy to build.
Quickstart your portal with feature-rich templates
Client Portal
Make your customers the star of the show with a secure client portal that lets them access, view, and update necessary documents.
Sales CRM Portal
Elevate your document portal, speed up sales, and save your reps time by gathering all sales activity and contacts in one place.
Inventory Management
Easily track and manage products, orders, inventory, and manufacturers. Perfectly pairs with OEM partner portals.
Investor Portal
Keep track of all your investments and funding rounds, manage your LP communications, and more.
How an investor review platform built with Softr attracts thousands of visitors monthly
“Right now, it's incredibly valuable for me and my team to be able to tweak marketing pages without having to bother our developer." 5/5 ⭐️⭐️⭐️⭐️⭐️
Joe Perkins, Founder, Landscape
Real-time data sync
Make placing orders easier for customers by ensuring information like product availability, pricing, and delivery times are regularly updated. Our native integration with Airtable means data is synced instantly both ways, with no lag.
Keep sensitive information secure
Airtable securely stores your information so portal users can only access the files they need to. No need to worry about sensitive information falling into the wrong hands.
Secure payments
Build a custom checkout page with our native PayPal or Stripe integration, and securely accept payments in minutes. Charge customers with recurring or one-time payments, and easily apply coupons or free trials.
Multiplatform B2B portal software
Don’t be stuck with a single operating system. With Softr's PWA feature, your web app is accessible to your users across IOS and Android. The apps will adapt and look great on every screen without any extra design or resources.
Seamlessly integrate with your workflow
Integrate your B2B portal with existing systems and the tools you use and love. Automate workflows with Zapier, gather insight with Google analytics, and add custom forms with Typeform.
Cut down the development time with pre-built features
None of the code, none of the technical work. Softr does all the heavy lifting for you.
User accounts
Customers can easily create their own accounts with out-of-the-box authentication for added portal security.
Roles and permissions
Add granular user permissions so only the right customers can access the right information, with everything securely stored in Airtable.
Lego-like design experience
Extend your brand and design your portal using numerous fonts, colors, styles, and blocks.
Custom form builder
Add custom form to your portal, personalize fields, and collect messages and documents from your manufacturers, sellers, and distributors.
Search, filtering, sorting
Optimize the UX and help users explore products, businesses, and offers with search and sorting functionalities.
Calendar view
Give your customers visibility over upcoming deadlines and events with a customizable calendar block.
Lists, Cards, Grids, Table Views
Display your Airtable data in a variety of pre-built layouts based on your business needs and user preferences.
Email capture
Grow your community by capturing emails and building an audience. Send email data to your Mailchimp, MailerLite, or any other service using Zapier or Integromat.
Self-service access & data update
Reduce ticket volume and let customers help themselves to the information they need instead of waiting for an agent to become available.
Customer support
We have numerous guides, articles, videos, and 7-days-a-week live chat support to help you tackle the toughest challenges.
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For entrepreneurs building new products.
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For teams building advanced custom apps.
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Enterprise
For larger companies that want extra volume, security, and support.
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Frequently asked questions about B2B portals
A B2B sales portal is a web or mobile platform that enables online ordering and sales order management and allows businesses to foster their relationships with other businesses. For example, distributors can find and connect with brands and customers, and easily make sales while building customer loyalty.
You can easily create a no-code B2B portal or an intranet for small businesses with Softr by 1. Signing up or logging into your Softr account 2. Duplicating Softr’s ready-made custom portal template 3. Importing your Airtable data 4. Customizing building blocks to match your requirements
Some of the benefits of a B2B e-commerce portal include: 1. Easily streamlining product configuration processes 2. Building better customer relationships 3. Improving customer satisfaction 4. Eliminating or reducing administrative work 5. Enhanced data collection that helps better manage stock and orders 6. Providing reliable access to digital product catalogs and price lists, all in one place
Building your own B2B e-commerce solution has various benefits including 1. Building and fostering customer loyalty 2. Reducing costs associated with purchasing B2B portal solutions 3. Higher customizability 4. Increased flexibility 5. Scalability 6. Enhanced insight gathering functions
Some examples of a client portal could be: 1. White label portal 2. Employee portal 3. Donation tracker portal 4. OEM partner portal 5. Applicant tracker 6. Student portal
