Customer & dealer portals
Give customers a focused place to find products, submit orders and see the information relevant to their account. Agree permissions and the ordering process before adding complexity.
Move a specific business process into a custom web app. We build ordering portals, account areas and internal tools around the people using them, the information they need and the systems your business already runs.
Give customers a focused place to find products, submit orders and see the information relevant to their account. Agree permissions and the ordering process before adding complexity.
Replace a repeated manual step with a tool designed for your team. Start with one workflow, such as lead follow-up, document handling or a dashboard, then build from real feedback.
Scope the connection to your existing systems, including what data is available and who may access it. Integration work depends on the systems and access available to your business.
A useful portal begins with a clear answer to three questions: who uses it, what they need to accomplish, and what happens next. We map that journey with you, identify the first release and create a working version for review.
Explore the work behind the service, then bring us the requirements for your own business.

A branded dealer portal that brings trade catalogue browsing, customer pricing and order workflows together.
A sales workspace for prospect research, organised outreach and follow-up. Explore the product to discuss which workflow your own team needs.
Quotes, invoices and payment tracking in a dedicated business workspace. Account access may be required.
Yes. The Tolsen dealer portal is an example of this work. Your project would be scoped around your catalogue, customer accounts, pricing rules and order process.
We first check what your existing systems support, what access is available and which information needs to move between them. The integration and its ongoing requirements are agreed as part of the project.
Explore Forge Sales Buddy for sales workflows and Forge Billing for quotes, invoices and payments. Some product areas require an account.
Describe who uses the system, what they do today and where the work gets held up. That is enough to start a useful scoping conversation.
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