B2B Client Portal
A panel for your clients: documents, approvals and online payment 24/7
gestioerp.comThe Client Portal adds a panel where your clients handle everything with your company 24/7. They view and edit their data, see quotes, orders, delivery notes and invoices, approve or cancel quotes and orders, and pay online securely (card via Redsys/VISA, PayPal or Stripe). They also open support tickets, buy from the catalogue, download their PDFs and check the status of each document (paid, pending or overdue). Each client logs in with their own account and only sees their data, and the portal carries your brand and domain.
The real GestioERP demos
A bar, a clothes shop, a clinic, an architecture practice, a refurbishment firm or a tutoring school: demo businesses set up for real, with their catalogue, their stock and their sales. You walk straight in, leaving nothing behind.
What's included
Data and documents
The client views and edits their data and checks their quotes, orders, delivery notes and invoices.
Approve quotes and orders
Clients approve or cancel quotes and orders directly from the portal.
Secure online payment
Pay quotes, orders and invoices by card (Redsys/VISA), PayPal or Stripe.
Support tickets
Clients create and comment on support tickets, with tracking of each query.
Catalogue and online orders
They browse the product catalogue and place orders online right from the portal.
PDF, history and secure access
Download documents as PDF, see status (paid/pending/overdue) and history; with your own logo and domain.
Screens
Click any screen to enlarge it.