One portal. Every app your ERP should power.
Portal by Webisoft composes app modules on one platform and one data model. Customer modules for self-service. Internal modules for your team. Connected modules for payments, shipping, CRM, and PIM.
ERP to modules to portal.
Connect your ERP
Portal by Webisoft connects to your ERP's API and reads live orders, invoices, stock, and approvals.
Assemble a portal
Pick the modules your customers and your team need, or start from a preset portal.
Launch the apps
Your picks ship as working portals and tools, all wired to that same live ERP data.
Three families of modules.
Every module belongs to one of three families, and they carry equal weight. One portal serves your customers, your team, and the tools around your ERP.
Customer modules
7 modules- Orders & ReorderPlace and repeat orders against live ERP pricing and stock.
- Quotes & RFQsRequest quotes and turn accepted ones into live ERP orders.
- Invoices & StatementsDownload invoices and statements pulled from the ERP.
- Shipment TrackingTrack shipments and delivery status pulled from the ERP.
- Returns (RMA)Raise and track return requests end to end.
- Account & UsersLet customers manage their own users, addresses, and settings.
- Service RequestsLog service calls and track technician visits against live ERP service jobs.
Internal modules
8 modules- Order ExceptionsTriage held and failed orders from one internal console.
- ApprovalsRoute and clear approval queues for staff.
- Inventory LookupSearch live stock, locations, and availability across the ERP.
- Pricing & DiscountsReview and adjust customer pricing and discount rules.
- Fulfillment DeskPick, pack, and confirm orders against live ERP data.
- Ops DashboardLive KPI dashboard over ERP data.
- Data MaintenanceLet staff edit and maintain ERP records through a guided app.
- Service DeskDispatch, schedule, and close service calls against live ERP jobs and technicians.
Connected modules
6 modules- Payments BridgeSync payments between the ERP and your PSP.
- Shipping SyncPush orders to carriers and pull tracking back.
- CRM SyncTwo-way contact and account sync with your CRM.
- PIM SyncKeep product and catalog data in sync with your PIM.
- Tax & ComplianceCalculate tax and stay compliant through a connected service.
- E-signatureSend and capture signatures on quotes and documents.
Runs outside your ERP.
Your modules run outside your ERP and use its data through the API. No extra load inside the ERP, no new users in it, just live data flowing out to the apps that need it.
Widen access. Not your license bill.
Because every module runs outside the ERP, Portal by Webisoft users work through your ERP's API, not named ERP seats. Customers, partners, and back-office teammates get the live data they need without you buying each of them an ERP license. Read more on ERP access without extra licenses.
Try the portal, inside and out.
Flip between customer and internal views. Both sides run on the same platform and the same data model.
Orders & Reorder
Place and repeat orders against live ERP pricing and stock.
| Item | Your price | Stock | Qty |
|---|---|---|---|
| Hydraulic hose assembly, 1/2 in x 40 inHX-2040 · list $48.00 | $42.24/ea | 214 in stock | |
| Sealed ball bearing 6205-2RSBR-6205 · list $9.40 | $8.65/ea | 1260 in stock | |
| Hydraulic filter element, 10 micronFT-1100 · list $36.50 | $32.85/ea | 38 in stock | |
| Ball valve, 3/4 in stainlessVL-0750 · list $72.00 | $68.40/ea | Restock in 6 days | |
| Gasket kit, pump series 33GK-3300 · list $54.00 | $48.60/kit | 91 in stock | |
| Industrial grease, 14 oz cartridgeLB-2000 · list $118.00 | $100.30/case | 57 in stock |
Recent orders
| Order | Date | PO | Total | Status | |
|---|---|---|---|---|---|
| SO-10471 | Oct 2 | PO-7781 | $816.60 | Delivered | |
| SO-10476 | Oct 9 | PO-7802 | $2,021.60 | Shipped | |
| SO-10480 | Oct 14 | PO-7815 | $401.20 | Open |
Ready when you are
See the platform on your ERP
Book a walkthrough and we will show the real portals and internal tools running on your live ERP data. No new seats, no rip and replace.