Use cases, inside and out.
Portal by Webisoft turns your ERP into the apps everyone needs. Here are six ways teams use it: three for your customers, three for your team. All of them run on live ERP data via API, and none of them need an extra ERP seat.
Self-service, straight from the ERP.
Self-service apps your customers use themselves, straight from your ERP.
- Self-service orderingCustomers place and repeat orders against live ERP pricing and stock, then track them, without emailing your team or waiting on a sales rep.
- Invoice and payCustomers view invoices and statements from your ERP and pay online, so cash comes in faster and your finance team fields fewer calls.
- Returns and RMACustomers raise and track return requests end to end, with status pulled straight from your ERP, so nobody chases updates over email.
- Service callsCustomers log service calls and track technician visits, while your team dispatches and closes them against live ERP service jobs, with no rekeying.
Tools that clear the slow work.
Fast, focused tools that clear the work your ERP screens make slow.
- Order-exception deskYour team clears held and failed orders from one console, with credit holds, stock shortfalls, and pricing mismatches in a single queue.
- Approvals consoleStaff route and clear approval queues in one place, wired to live ERP data, so orders and changes move without inbox back and forth.
- Ops dashboardGive your team a live KPI dashboard over ERP data, so operations see orders, exceptions, and throughput without exporting spreadsheets.
Ready when you are
See them running 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.