Can the portal connect to our existing CRM?

In most cases, yes. Desverso builds integrations with CRM and accounting software through the APIs those tools provide, so contacts, orders and invoices stay in step. Where an existing tool cannot support what you need, we discuss whether a custom record system would serve you better before building anything.

Can different client users see different information?

Yes. Permissions can be set by company and by person, so a buyer sees orders and quotes while a finance contact sees invoices and statements. Your administrators can manage access themselves, adding or removing client users without needing a developer involved.

How do quote approvals work?

You define the rules, such as discounts beyond a set level or non-standard payment terms needing a manager’s sign-off. The quote builder flags those cases, sends an approval request, and records who approved what and when, so the final document always reflects an agreed position.

Can partners register deals in the platform?

Yes. Partners can submit a deal with customer details, and your team reviews it against existing accounts to avoid conflicts. Once accepted, both sides see the deal’s status, and commission or margin can be calculated from the rules you set for each partner tier.

Industries · B2B

Portals, quoting and pipelines for B2B companies

Desverso builds client portals, quoting tools and partner platforms for B2B companies whose sales take weeks or months, keeping every contact, document, price and decision about an account in one place the whole team can reach.

Client portals
Quoting & proposals
Partner platforms

Talk about your business What we build

The everyday friction

What slows b2b down — and what we build

What gets in the way

Account history in inboxes
Months of emails, call notes and revised quotes sit with individual reps, so when someone is out or leaves, the next person starts the conversation from scratch.
Quotes built by hand
Sales staff rebuild similar quotes in spreadsheets, check discounts by asking a manager, and send documents that no longer match the latest price list.
Clients chasing status
Customers email to ask where an order, document or request stands because they have no way to check it themselves, and the account team spends hours replying.

What we build

Client portals
A secure login where each customer sees their orders, documents, invoices and open requests, with access set per person so buyers and approvers see what they need.
Quoting & proposals
A quote builder using your products, price lists and discount rules, with approval steps for exceptions and branded proposal documents generated from the same data.
Partner platforms
A space for resellers, distributors or referral partners to register deals, download sales material, track commissions and see the status of shared customers.
Account and pipeline views
One record per account showing contacts, open opportunities, past orders and recent activity, so managers can review pipeline without collecting updates by email.
Contract and renewal tracking
Reminders for renewal dates, contract terms and price reviews, with the related documents attached so the team can prepare well before an agreement lapses.

The journey, connected

The account journey, end to end

01
Enquiry and qualification
An inbound enquiry is captured with company details, routed to the right rep, and logged against a new or existing account record.
02
Quote and negotiate
The rep builds a priced quote from current rules, requests approval for exceptions, and tracks each revision the client sees.
03
Order and onboard
An accepted quote becomes an order, and the client gets portal access to documents, timelines and named contacts on your team.
04
Serve and renew
Support requests, reorders and renewal reminders run through the portal, keeping the account active and its history complete.

Systems that fit

Where to start

Services & work

How we deliver for b2b

Services involved

FAQ

B2B: common questions

Something else? Ask us directly.

In most cases, yes. Desverso builds integrations with CRM and accounting software through the APIs those tools provide, so contacts, orders and invoices stay in step. Where an existing tool cannot support what you need, we discuss whether a custom record system would serve you better before building anything.

Let’s work together

Building for b2b?

Tell us how your business works. We’ll show you what we’d build — and give you a fixed quote before anything starts.

Book a strategy call All industries

Portals, quoting and pipelines for B2B companies

Account history in inboxes

Quotes built by hand

Clients chasing status

Client portals

Quoting & proposals

Partner platforms

Account and pipeline views

Contract and renewal tracking

Enquiry and qualification

Quote and negotiate

Order and onboard

Serve and renew

01Can the portal connect to our existing CRM?

02Can different client users see different information?

03How do quote approvals work?

04Can partners register deals in the platform?

Building for b2b?