Self-service your customers will love
Orders, proposals, payments, and documents—on a branded portal synced with your ERP. Less email. More revenue.
Portal dashboard
Orders
84
Paid today
₹2.4L
Active users
1.2k
24/7
Self-service access
100%
ERP-synced data
3x
Faster reorder
1
Branded experience
Buyers help themselves
Orders, pay, and track without waiting on your inbox.
Always accurate pricing
Catalog and contracts sync from your ERP in real time.
Cash in faster
Online pay posts to finance the moment it clears.
The buyer journey, end to end
One continuous path from sign-in to documents.
Buyer journey
Branded sign-in
Browse & order
Pay online
Track shipment
Get support
From inbox overload to branded self-service
Email back-and-forth
Branded portal
- 24/7 self-service
- Live ERP sync
- Faster cash collection
Order #4421
Fasteners kit · in transit
Portal engagement
+18% active buyers this quarter
Tracking that feels personal
Shipment status, ETAs, and documents—visible the moment your ERP updates.
- Live order and shipment status
- Contract pricing applied automatically
- Payments post to finance instantly
Optimized for mobile buyers
Business benefits
Why choose Upbooks Customer Portal?
Practical outcomes your team gets from day one—not feature lists for their own sake.
Branded buyer experience
Your logo, colors, and domain—customers feel they are on your site.
24/7 self-service
Reorder, pay invoices, and download documents any time.
Live ERP synchronization
Stock, pricing, and order status match what your team sees.
Faster cash collection
Fewer payment links over email; buyers pay in the portal.
Lower support volume
“Where is my order?” drops when status is always visible.
Mobile-ready for field buyers
Full experience on phone, tablet, and desktop.
Document hub
Orders, invoices, and proposals in one secure place.
Role-based access
Buyers, approvers, and admins see only what they need.
Multi-currency display
Show amounts in the customer’s preferred currency.
Delight customers, lighten your team
Portal loads history, applies price list, and creates draft order for approval.
Customers serve themselves; sales spends time on growth.
Ready to launch your customer portal?
Give buyers a modern self-service experience tied to live ERP data.
Pricing Plans for Customer Portal
Customer Portal is available starting from the Growth plan. Choose the plan that fits your business.
*Prices are exclusive of GST
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓20 HR & Payroll Suite
- ✓Unlimited Employees
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓10 API Key Included
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓30 Backups per Month
- ✓Invite upto 5 Teammates
- ✓Expense Tracking App
- ✓7 GB Storage Included
- ✓Employee Connect App
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
- ✓comes with all features of Growth plan
- ✓Custom integrations
- ✓Dedicated account manager
- ✓Priority support & SLA
- ✓Advanced security & compliance