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Still Managing Orders & Inventory Across Multiple Tools?
What if you could give your clients a white-labeled portal to place orders, view stock, and sync everything with Zoho CRM & Inventory automatically?
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Simplify onboarding
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Eliminate manual updates
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Accelerate sales with real-time data
Product Introduction
Custom CRM & Inventory Automation Solution Powered by Zoho
Product Introduction
Custom CRM & Inventory Automation Solution Powered by Zoho
A centralised white-label Zoho-enabled solution made for businesses who want to make onboarding customers easier, automate inventory management, and make account-based workflows easier. Seamlessly integrates with your existing Zoho CRM and Zoho Inventory setup to manage customers, contacts, products, and orders, all from one unified, user-friendly interface.
Our Zoho-enabled CRM & inventory management solution ensures that account assignment, inviting CRM users, and personalised onboarding logic go smoothly. Reducing the number of mistakes and duplicate manual entries.
98%
Reduction in onboarding time.
100%
Product visibility control.
Key Use Cases
Top Use Cases of Our Zoho CRM & Inventory Solution
Purpose-built for modern B2B businesses, this Zoho-integrated product enhances customer management, product access, and ordering operations with Zoho CRM & Inventory.
Wholesale Distributors
Use the Zoho CRM interface to manage shipping, establish bulk pricing, and restrict product access.
Pharma & Healthcare Suppliers
You can easily manage product activation, onboarding, and compliance with our client onboarding solution.
Manufacturers
Inventory and customer data that are updated in real-time are used every day to check all accounts.
FMCG & Retail Brands
Offer custom pricing and catalog access based on customer type within your Zoho Inventory portal.
Industrial Supply Vendors
Streamline order placement and CRM account assignment from a single admin dashboard.
Zoho-Integrated Enterprises
Ideal for businesses already operating on Zoho and looking for scalable, B2B portals.
Core Features
Essential Features Built for Scalable B2B Ordering Solutions
Delivering advanced operational efficiency, customer-specific controls, and intelligent automation through one unified system.
Multi-Account Assignment Logic
Connect primary and secondary accounts with a switch control that is simple and flexible.
Time-Bound Promotional Pricing
Launch custom offers with defined start/end dates for seasonal or strategic campaigns.
State-Wise Product Availability Toggle
Activate or deactivate products based on specific geographic locations as needed.
Dynamic Shipping Multiplication Rules
Apply per-unit or flat shipping charges depending on bulk quantities and custom brackets.
Category-Based Minimum Cart Rules
Force category-specific quantity requirements before checkout to optimise order flow.
Action Logs with Timestamped Tracking
Get full transparency on admin actions, assignments, pricing updates, visibility toggles, and more.
WHAT YOU GET
Feature-Rich Customer & Inventory Management Solution
Get access to integrated tools that streamline customer engagement and sales workflows with precision.
Account & Contact Access Controls
Structured CRM access and contact visibility with built-in sync logic ensure streamlined, organized data access always.
Support multiple accounts under one login, enabling secure, role-based permissions and efficient customer management workflows.
Custom Pricing & Product Visibility
Adjust every aspect, such as product availability and pricing policies, according to clientele and geographic areas.
Control product availability by buyer type, location, or purchase limits to match strategic selling requirements precisely.
White-Label
Zoho-Integrated CRM and Inventory Management Solution
Get your own customised CRM and inventory solution with complete control, seamless Zoho integration, and customised access rules.
1
2
Requirement Analysis & Planning
We analyze your workflows, customer journey, and inventory structure to design a business-aligned, scalable solution.
Zoho Data Sync Configuration
Customer, product, and order data are securely synced from Zoho CRM and Inventory for accurate records.
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4
User Interface Customisation
We customise the UI to fit your brand, guaranteeing a smooth and unique platform experience.
Access Rules & Functional Setup
Rules for pricing, product visibility, and user access are configured to reflect your operational structure accurately.
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6
Account Mapping & Role Setup
Users and accounts are mapped appropriately, with roles assigned for controlled access and responsibility management.
Final Testing & Deployment
We conduct detailed testing, ensuring the system runs flawlessly before deploying your CRM and inventory solution.
Comparison
Choose the Right Zoho-Integrated CRM & Inventory Management Solution
Save time, reduce cost, and simplify operations by comparing the smartest way to build or buy your CRM and inventory system.
| Our CRM & Inventory Management Solution | Built from Scratch | Other White-Label Solutions | |
|---|---|---|---|
| Implementation Timeline | 2–3 weeks | 4–6 months | 3–4 weeks |
| Access & Role Management | 100+ rule-based options with custom logic | Requires from-scratch logic + QA | Basic, rigid user roles |
| Product & Customer Controls | Multi-level product activation & pricing options | Full custom dev required for each condition | Mostly static, no customer-specific logic |
| Cost to Launch | $$ | $$$$ | $$$$ |
| Future Scalability & Maintenance | Scalable modules, low maintenance. | High maintenance & dev dependency | Limited room to scale, added upgrade fees |
Product Benefits
Why Choose Our Zoho-Enabled CRM & Inventory Solution
Simplify complex workflows and manage customer, product, and order data effortlessly with our personalised Zoho-integrated solution.
One-Click Account Mapping
Instantly connect each customer to multiple accounts. Makes the process of onboarding clients simpler by doing away with the requirement for manual mapping.
Customer-Level Product Control
Enable or restrict product visibility at the individual customer level, ensuring that clients only access relevant SKUs based on their category, territory, or agreement.
Account & Contact Assignment
Easily manage complex account structures by assigning multiple customers or contacts to a single portal user while maintaining primary and secondary account designations.
Automated Order Processing
Empower your sales team with faster workflows. Sales orders placed via the portal are automatically pushed to Zoho, reducing delays and minimising back-and-forth.
Custom Pricing Capabilities
Offer special pricing, discounts, and promotional rates based on customer type, quantity, or timeline, flexible enough to handle tiered pricing, MOQs, and margin strategies.
Region-Specific Product Access
Control inventory visibility at the state, territory, or customer-group level, ensuring localised selling strategies without overwhelming the user with irrelevant products.
Looking to Launch a Zoho-Integrated B2B Ordering Solution?
Simplify customer onboarding, product management, and account-level control with our ready-made solution.
Client Testimonial
What Our Clients Say About the Portal Solution
See how businesses have streamlined CRM and inventory operations with our Zoho-based solution. Trusted by those who value precision, scalability, and results.
Clarify Concerns
Get the answers you seek
You need an active Zoho account and valid customer, product, and inventory data to sync with our portal solution.
Our B2B portal solution syncs customer and inventory data every 6–24 hours, ensuring seamless, up-to-date records.
Yes. You can define categories, shipping rules, customer types, and pricing settings before going live on the solution.
The CRM portal's user-friendly controls and unambiguous navigation are tailored for business users.
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