When customers live in Excel, quotes in email and dealer orders on the phone, nobody knows who is waiting for what. BE Soft builds CRM and dealer portals around the way your business actually works: customers, quotes, sales, collections and stock on one screen, and dealers ordering from their own portal.
What does the dealer portal include?
- Dealer-specific pricing: Each dealer only sees the prices assigned to them.
- 24/7 ordering: Dealers order without waiting for office hours.
- Account tracking: Dealers follow their orders and account from their own portal.
- Role-based access: Sales, accounting and management only see the screens they are allowed to.
What does the CRM side include?
- Customer and quote tracking: See who received which quote and what the next step is, in one place.
- Sales, collections and stock: All managed from the same screen.
- Service records: When needed, technical service and work order records live in a separate portal.
References
- Canali Toys: a wholesale toy dealer platform with prices for approved dealers, 24/7 ordering and account tracking.
- Kadro Bisiklet: orders, stock and account tracking for dealers, plus service records in a separate portal.
- İlkevim CRM: a custom CRM portal for tracking customers and the sales process.
Frequently asked questions
Why a custom portal instead of an off-the-shelf CRM?
When ready-made software does not fit your process, the team starts working around it. In a custom portal, screens and permissions follow the way you work, and the portal grows with your business.
Can we move our customer lists from Excel?
We plan the clean-up and import of your existing customer lists together. Our article on moving from Excel to a CRM explains what to watch for.
How long does a CRM or dealer portal take?
It depends on scope; we set out the screens and the schedule in our first meeting. We show you a working version early and refine it while you use it.
Related articles: what is a B2B dealer portal?, customer follow-up after a quotation and technical service tracking.