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B2B — Portals and Tools for Teams That Sell to Other Businesses | Envision360
Industry

Portals and tools for teams that sell to other businesses

You run sales, delivery, and support with a mix of CRM, accounting, shared drives, and email. Work gets done, but people chase information. Clients ask for updates. Dates slip because ownership isn’t clear. This page is about giving your team and your clients one place to see the work and move it forward.

Who this is for

  • Distributors and wholesalers taking orders by email or phone
  • Managed IT and MSPs handling projects, tickets, and renewals
  • Agencies and consultants shipping proofs, changes, and SOWs
  • Construction trades and facility services sharing schedules and photo reports
  • Testing labs moving samples from drop-off to results
  • Training and certification providers juggling enrolment, sessions, and certificates
B2B client dashboards with status, files, and requests

What’s breaking today

  • A client asks “what’s the status?” and three people start digging
  • Handoffs get missed; two teams think the other has it
  • Onboarding changes by who picked up the job
  • Renewal dates live in personal calendars and sticky notes
  • Files live in multiple folders with different names
  • CRM shows deals, but the real picture is scattered across side sheets and chat

You already do the work. The software around it hasn’t kept up.

What we build (so the day runs cleaner)

1) Client hub

  • Current work with dates and owners
  • Files that are safe to share (not your whole drive)
  • One request form that routes to the right team
  • Bills and documents in the same place as the work

Example: Buyers at a distributor request quotes, track open orders, and download past invoices without emailing three contacts.

2) Onboarding that holds its shape

  • Short forms that collect the right info once
  • Templates by product or tier
  • Clear handoffs to delivery and finance with names and dates
  • The client sees what’s next without calling

Example: An MSP collects locations, contacts, and access details, shows the setup list, and the owner checks progress in seconds.

3) Renewals in one place

  • Contract terms with start/end and who’s on point
  • Early warnings when activity goes quiet
  • Ready-to-send review packs pulled from activity and notes

Example: A software add-on vendor lines up renewals two months early and stops last-minute saves.

4) Delivery you can point to

  • One queue of open work across projects and tickets
  • Simple approvals for price changes and out-of-scope
  • Phone upload for photos, files, and notes from site
  • Weekly snapshot: what moved, what’s stuck, and why

Example: A facilities contractor posts before/after photos from site; clients stop calling for proof.

B2B panoramic banner — projects, renewals, and service flow

Building blocks

  • Client login and dashboard
  • Request forms that create clear tasks
  • Onboarding templates per service
  • File cabinet with the latest version only
  • Change requests with a one-click decision
  • Renewal list with owners and reminders
  • Weekly or monthly roll-ups for leaders
  • Search across projects, files, and notes
  • Mobile-friendly pages for field staff

Under the hood

  • Sign-in with your identity provider (SSO) if you use one
  • Roles so clients and staff only see what they should
  • Audit logs on important changes
  • Backups and data location options for Canada and the U.S.

How this fits with your tools

What you likely use

  • CRM (HubSpot or Salesforce)
  • Accounting (QuickBooks or NetSuite)
  • Files (Google Workspace or Microsoft 365)
  • Chat (Slack or Teams)
  • Help desk / ticketing (varies)

Our approach

  • APIs where available; safe timed imports/exports where not
  • Match client, contact, deal, project, and invoice IDs
  • Names line up; no double entry

Searches this page should capture

  • MSP client portal for onboarding, tickets, renewals
  • Distributor portal for quotes, orders, invoices
  • Agency portal for proofs, approvals, change tracking
  • Construction/facilities portal for work orders and photos
  • Testing lab portal for intake and results
  • Training provider portal for sign-ups and certificates

Each starts small and grows as the team adopts it.

B2B delivery console and approvals

Security and privacy

  • Sign-inUse your identity provider when you have one
  • AccessRoles and permissions by client, project, and team
  • EncryptionIn transit and at rest
  • HistoryChange logs on key records
  • ResidencyCanada and U.S. data location options

Pilot plan

Weeks 1–2

Pick one outcome: fewer “status?” emails, no missed renewals, faster onboarding. Map what exists. Sketch the key screens.

Weeks 3–6/8

Build a thin first version. Connect to your tools. Put it in front of 5–10 clients or one region/team.

Week 8+

Keep what worked, fix rough edges, add the next flow. No rebuild. No big-bang change.

  • Less huntingFiles and answers in one place
  • Clear ownershipDates and names on every step
  • Happier clientsStatus without a call
  • Leader viewWeek at a glance
Talk to us Send one painful flow—onboarding, renewals, or status updates. We’ll outline a first release and how it connects to your stack.