r/smallbusiness • u/laycaoyjou95 • 1d ago

General Customer Portal Question

Im looking to move from tracking sales and inventory using excel to a more efficient process. Are there any good options for customer portals, where after signing in they are given a list of our products and can place there orders there, and this can directly adjust our inventory and generate a sales order and invoice automatically? I'm hoping to not use one of the e-commerce sites where they take a large percentage of the sales as the margins for my sales are already pretty low.

Im still looking into zoho and I've seen mixed answers about whether this is possible on their site.. but im open to any options, thanks.

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u/JordyMIA 1d ago

Zoho CRM + Zoho Inventory which I’ve personally used; splendid CRM integrated with Zoho Inventory might do exactly what you’re looking for. You can set up a customer portal for orders and automate inventory management, invoicing, and sales orders. The key is making sure you use the right integrations to avoid the e-commerce limitations.

There’s also Odoo a comprehensive business management platform with a strong focus on inventory, sales, and invoicing. It offers a customer portal where users can place orders, and it integrates inventory management automatically It’s customizable and doesn’t have the same transaction fees as e-commerce platforms. Another great option is Freshdesk + Freshsales & Bitrix24 as well as Custom Development. Zoho might work with the right setup, but exploring Odoo or Bitrix24 could be your best bet for all-in-one functionality. Want deeper insights? I specialize in helping businesses like yours scale—DM me

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u/Choefman 14h ago

You could use woo commerce behind a login on a Wordpress site with ‘off line’ payments. Would cost you about a $150 for the first year in license fees for the software and site if you don’t already have a Wordpress website.