Accuracy, Simplicity and Transparency for B2B Transactions
Digitisation of transactions and communication has become an expected part of doing business between dealers, suppliers, vendors, distributors, and customers. Businesses are moving away from manual ordering processes such as emails, phone calls, and spreadsheets, and toward digital B2B interactions that support product research, purchasing, distribution, and self-service access.
Buyers Portal for Zoho CRM is designed to simplify and streamline these interactions by providing a structured ordering environment for your customers. It helps digitise purchase orders, improve visibility across transactions, and reduce operational friction while keeping everything connected inside your Zoho CRM ecosystem.
Core Capabilities
Buyers Portal for Zoho CRM gives your business a cleaner, more scalable way to manage B2B ordering while improving the customer experience and reducing manual processing.
01 — Modern Digital Self-Service
02 — Real-time Visibility
03 — Flexible for Different Businesses
Give your B2B customers a dedicated online portal where they can access products, pricing, and ordering tools without relying on emails or phone calls.
Improve visibility across customers, products, and orders by keeping all activity connected to your Zoho CRM environment.
Support different industries, pricing structures, and workflows with a portal that adapts to how your B2B operation runs.
LogixOne B2B Portal Features
Everything you need to support modern B2B ordering, improve accuracy, and give your customers a better buying experience.
Multiple Shipping Addresses
Allow customers to manage multiple delivery locations for different orders.
Product Categories
Organise products into structured categories for easier browsing.
Customer SKU Support
Enable customer-specific SKU references for faster ordering.
Customisable Discounts
Apply account-specific pricing and discount rules.
Native Price Books
Leverage Zoho CRM price books to manage customer pricing.
Tiered Pricing
Offer quantity-based discounts across product ranges.
Discount Groups
Create structured pricing tiers like Gold, Silver or Trade levels.
Revenue Discounts
Apply discounts based on total order value thresholds.
Manual Pricing Control
Override pricing and discounts for specific customers when needed.
Multiple Product Images
Display multiple images per product for better visual clarity.
Document Sync
Share contracts and documents directly through the portal.
One-click Reorder
Allow customers to quickly repeat previous orders.
Zoho Inventory & Books Sync
Push orders into Zoho Finance tools for fulfilment and billing.
CRM Automation
Trigger workflows, notifications, and communications automatically.
Portal Branding
Customise the portal with your company’s branding and identity.
Advanced Customisation
Extend the portal to support custom modules and workflows.
How It Works
Buyers Portal for Zoho CRM gives your team a structured way to set up customers, manage portal access, and streamline how B2B orders are received and processed.
01 — Create or Update the Customer Account
Your team creates a new account or updates an existing account in Zoho CRM, including the required details needed for B2B portal access and ordering.
02 — Configure Portal Access and Pricing
Set up the customer for portal access, assign relevant products, pricing, discounts, customer SKU references, and any account-specific ordering rules.
03 — Sync Products to the Portal
Publish the required product data, pricing, and account settings so the customer sees the correct catalogue and ordering options inside their portal.
04 — Customer Places Their Order
The customer logs into the portal, reviews products, pricing, discounts, documents, and shipping options, then submits their order online.
05 — Orders Flow Back Into Your Zoho Stack
Orders are received through your connected Zoho CRM workflow and can then be pushed into Zoho Inventory or Zoho Books for fulfilment, invoicing, and processing.
How Pricing Works
Buyers Portal for Zoho CRM is designed to be flexible and scalable based on your business, your customers, and the level of functionality you require.
Platform Setup
One-time setup to configure your portal, connect your Zoho CRM, structure products, pricing, and customer access.
Monthly Subscription
Ongoing access to the Buyers Portal, including hosting, updates, and continued integration with your Zoho ecosystem.
Custom Requirements
Additional features, integrations, or advanced workflows can be scoped and priced based on your specific business needs.
B2B Customer Portal for Zoho CRM
LogixOne B2B Portal gives your customers secure, self-service access to quotes, orders, invoices, and account information directly from Zoho CRM. Designed for wholesalers, distributors, and service-based businesses, the portal reduces manual communication and improves customer experience by allowing clients to view and manage their information online. Fully integrated with Zoho CRM, it ensures all customer interactions and transactions remain connected and up to date in a single system.