SalesPad’s Customer Portal brings B2B self-service functionality to the web, allowing customers to place and manage their own orders with real-time synchronization to SalesPad. It reduces CSR workload by enabling customers to view inventory, create quotes and orders, and track invoices and returns independently. Orders flow directly into the SalesPad workflow for immediate processing, while CSRs can manage customer data on the go. Key features include role-based permissions, quick-pick item entry, and unified document review. The portal supports scalability and accuracy, helping businesses meet growing demand with agility.

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