Digital Customer File with Live Data

Every client’s info. Always accurate. Always up to date.

They Trust Us

Give Your Team the Full Picture - In Real Time

One source of truth for every department – sales, finance, and support.

Customer Information

Contact details, billing info, and shipping addresses in one place.

Account History

Full order history, pricing tiers, and payment terms.

Real-Time Status

Live account status and credit limits pulled from your ERP.

No more chasing down customer details across spreadsheets, emails, and outdated CRMs. With a digital customer file powered by live ERP data, everyone sees the same, up-to-date information.

The Problem It Solves

Outdated data costs time, money, and relationships.

Without a centralized, real-time customer file:

Sales reps risk quoting the wrong prices

Finance teams chase unpaid invoices blindly

Support spends hours confirming order histories

Customers get frustrated with slow, inaccurate service

How It Works

One portal. One customer record. All synced live.

What Makes It Different?

A living customer file – not a static record

Version Control

No more “version control” nightmares.

System Integration

Works across multiple systems (ERP, CRM, PIM).

Unlimited Scale

Scales to thousands of customers without slowing down.

What It Looks Like in Practice

One customer update flows through every department instantly – no emails, no delays, no errors.

1. Pre-Call Preparation

A sales rep opens a client’s profile in the portal before a call.

2. Complete Account View

They see the latest contact details, account status, and outstanding orders.

3. Live Updates

While on the call, they update the shipping address – syncing instantly to the ERP.

4. Instant Cross-Department Sync

Finance sees the change immediately, and invoices go to the right location.

Ready to Transform Your B2B Operations?

Schedule a 1:1 consultation with a specialist who’s helped businesses like yours build customer portals that drive real revenue and automate operations.

Related B2B Portal Features

Transform how you do business with a comprehensive B2B portal that brings everything together in one powerful platform.

FAQ

B2B Portal by SyncSpider offers native connectors for popular ERP and PIM systems and an open REST API for custom integrations. Whether you’re using SAP, Oracle, Microsoft Dynamics, or a custom-built system, B2B Portal by SyncSpider syncs product data, pricing, and orders automatically—without disrupting your workflow.

Absolutely. B2B Portal by SyncSpider supports multi-site and multi-brand operations, allowing you to manage pricing, inventory, and orders across different storefronts and regions from one unified platform.

Implementation time depends on your specific business needs, but most setups are completed within weeks, not months. Our team ensures a smooth transition, minimizing disruption to your current operations.

No. Our team handles the full implementation—from integration to setup—so you don’t need technical expertise. However, if you have an internal development team, B2B Portal by SyncSpider offers a REST API and full documentation for additional customization.

  • Cost: Up to 60% cheaper than enterprise platforms.
  • Flexibility: Built for sales agents, not just IT teams.
  • No Bloat: Focused on B2B sales workflows, not generic eCom features.

Yes. It’s a platform that grows as you scale – without growing your tech debt. It’s fully modular, customizable, and built for future growth.

No – and it shouldn’t! B2B Portal by SyncSpider complements your ERP as a modern sales front-end, ensuring your “source of truth” stays intact.