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Manufacturing Apps & Portals — Dealer, Sales, CPQ, Service | Envision360
Industry

Manufacturing apps & portals your team can run

Dealer-led brands, OEMs, and equipment makers across Canada and the U.S. We do not replace your ERP or MES. We build the missing apps, portals, and integrations that make your products easier to buy, sell, service, and support.

Dealer networks Field sales & service Configurator & CPQ Owner portals Warranty & registration Analytics you can read

Who we help

  • Dealer-led manufacturers with multi-region networks
  • Equipment makers with field sales and service teams
  • Industrial brands selling through distributors and reps
  • Plants running SAP, Dynamics 365, or NetSuite that still live in spreadsheets
  • Mid-market manufacturers that need big company tools without a 2 year project
Dealer network and product catalog view for a manufacturing brand

Real problems we hear in manufacturing

What is actually in stock at each dealer

Availability sits in ERP, inboxes, and local sheets. There is no single view anyone trusts.

Dealers use old PDFs and specs

PIM, drives, price books, and folders are out of sync. Wrong files cause rework.

Quoting takes days

Options, customs, and freight rules live in Outlook and Excel. CPQ is a manual relay.

Warranty and registration are messy

Cards and forms do not line up with serials, dealers, or regions. Data never reconciles.

Field reps go in blind

No installed base on the phone. No history or issues before a meeting.

Marketing cannot target by region

Banners and programs roll out unevenly. There is no place to manage them cleanly.

Quoting and availability KPIs for a manufacturing program

These are software problems. Fragmented systems, no shared picture, too much manual work. This is where focused manufacturing apps and portals pay off.

Where we help inside a manufacturing business

1. Customer & owner experience

  • Owner portal for manuals, how to guides, safety bulletins, and updates
  • Warranty and product registration tied to serials and dealers
  • Self serve find my part by model, year, or serial number
  • Service request and RMA intake with photos, video, and timestamps

2. Dealer & distributor tools

  • Dealer portal with live or near real time availability by location or region
  • Lead routing from find a dealer to the right partner with context
  • Marketing asset hub for collateral, campaigns, co op rules, and brand use
  • Digital playbooks for launches and what to push this quarter

3. Sales, CPQ, and field apps

  • Field sales app on tablet or phone with catalog, pricing rules, and order capture
  • Configurator and CPQ for complex builds and options
  • Quick quotes with guardrails on margin, approvals, and freight logic
  • Offline support on floors, farms, and job sites

4. Operations and internal portals

  • Ops console for content, pricing rules, and regions that the business runs
  • Kitting, staging, and shipping prep where ERP is too heavy
  • Maintenance and asset portals for your own equipment in the field
  • Weekly one slide analytics your leadership team will read

Types of tools we build for manufacturers

Customer facing

  • Responsive portals for owners, dealers, and distributors
  • Registration and warranty portals tied to ERP or CRM
  • Knowledge hubs and self serve support that cut tickets

Dealer & channel

  • Dealer portal with where to buy and in stock today context
  • Multi language catalogs for North America and export
  • Promo and campaign manager by brand, region, and dealer

Sales & CPQ

  • Mobile sales apps for reps, territory managers, and specialists
  • Configurator plus CPQ with ERP pricing and BOM links
  • Quote to order bridges that avoid re typing into ERP

Operations & analytics

  • Dashboards that combine ERP, CRM, and portal data
  • Event pipelines for clicks, registrations, quotes, and orders
  • Alerts for dealer performance, warranty spikes, and product issues

Lightweight AI

  • Assistants for product questions and manuals
  • Internal how do we guidance with safe redaction

How we fit into your tech stack

What you already have:

  • ERP, OMS, WMS like SAP, Dynamics 365, or NetSuite
  • PIM or catalog tools
  • CRM like Salesforce or HubSpot
  • E commerce or dealer feeds

How we connect and extend:

  • Use APIs where they exist. Use safe file based or scheduled syncs where they do not
  • Map SKUs, variants, dealers, territories, and serial hierarchies
  • Respect Canada and U.S. data residency and privacy requirements
  • Keep control under your cloud accounts and policies

Security, governance, and compliance

Access

  • Role based access for dealers, reps, partners, and internal teams
  • SSO support for SAML or OIDC

Controls

  • Audit trails for pricing, content, and availability changes
  • Encryption in transit and at rest. Least privilege for integrations

Policies

  • Retention and consent aligned to your legal and IT policies
  • Region aware data handling for US and Canada

How a pilot usually runs

Example pilots

  • Dealer portal for availability and where to buy in one region
  • Field sales app for one product line and a small rep team
  • Owner portal for post purchase onboarding and registration
Pilot rollout dashboard with staged waves and metrics

Typical pattern

  • Weeks 1 to 2 clarify goals, map systems, design key screens and flows
  • Weeks 3 to 6 or 8 build, integrate, and test with a small group and 1 to 2 dealers
  • Week 8 plus roll out in waves and expand once the first win is visible

You get a working portal or app in front of real users. Not a never ending roadmap.

  • Quotingdays to hours with guardrails and fewer errors
  • Dealer viewinventory and availability in one place
  • Post purchaseregistrations and warranty data that ties back
  • Visibilityleaders see aging and exceptions each week

Use cases that are a strong fit

  • We need a dealer portal but our ERP vendor wants a large upgrade first
  • Our field reps need a simple app. Not another 40 field CRM form
  • We want a better owner experience after purchase so customers stay with our brand
  • Marketing is guessing. We do not have a clear view of dealer activity
  • Leadership wants one view per region. Products, dealers, registrations, and issues

FAQ

What is manufacturing software development for Envision360

We design and build custom manufacturing software. Dealer portals, sales apps, configurators, owner portals, and integration layers that sit on top of your systems and reduce manual work.

Do we have to change our ERP, MES, or CRM

No. We integrate with what you use today and fill the gaps with focused apps and portals.

Who inside a manufacturing company works with you

Owners, presidents, heads of sales, marketing, or operations. People who want clear, trackable digital flows instead of email driven processes.

Do you only work in Canada

No. We support manufacturers in Canada and the United States. Many have dealer networks that go beyond those borders.

Schedule a call or estimate a pilot for your first manufacturing flow.