Dealer portal software India

Your B2B customers deserve a proper portal.

Stop forwarding invoices on WhatsApp. Stop answering "kab milega?" calls. Give your buyers a professional portal — they log in, see their invoices, track their orders, and pay via UPI. You look like a company that has its act together.

Unlimited portal users No app download UPI payment built in
M
Mehta Steel Works
Customer Portal · Logged in
Invoice #INV-2026-1142 ₹1,12,000
Order #ORD-0089 status Manufacturing
Order #ORD-0087 status Dispatched
Quotation #QT-0112
Outstanding balance ₹1,12,000

What your buyer sees when they log in

Sound familiar?

Invoice on WhatsApp.
Order status on WhatsApp.
Payment details on WhatsApp.

Every interaction with your B2B buyer happens on WhatsApp. They message you for the invoice. They message you for the order status. They message you for your UPI ID. You spend 2 hours a day answering messages that a portal would answer automatically — at any hour, without you being online.

📲

Invoice requests

"Bhai invoice bhejo" — 10 times a day from 10 different buyers. Each one needs you to find the invoice, generate a PDF, and forward it on WhatsApp.

"Kab milega?" calls

Your buyer placed an order 3 days ago and wants to know where it is. You have to check with production, then call them back. Or they could just check the portal.

💸

Payment friction

Buyer asks for your UPI ID. You send it. They send the wrong amount. UPI QR on the invoice pre-fills the exact amount — no back-and-forth, no mistakes.

What the portal includes

Six things your buyers can do themselves.

Everything your B2B buyers call or message you for — available 24/7 in their own portal, without you being involved.

Invoice view and PDF download

Buyers log in and see every invoice you've ever sent them — filterable by date, status, and amount. Download the PDF any time, without messaging you. Outstanding invoices are highlighted with a UPI pay button.

UPI payment on every invoice

Every invoice in the portal has a UPI QR code. Buyer scans with GPay, PhonePe, Paytm, or BHIM — the app opens pre-filled with the invoice amount and your UPI reference. Payment recorded automatically when confirmed.

Order status tracking

Buyers see their order moving through your workflow in real time — Confirmed → Manufacturing → Ready for Dispatch → Dispatched. "Kab milega?" calls drop to near zero. Each status update triggers a portal notification.

Account statement download

Running balance of all invoices and payments in one view. Buyer can download their statement in Excel — useful for their own accounts reconciliation. No more sending statements over WhatsApp before the month-end.

Service ticket raising

For businesses with after-sales service — buyers log a complaint or service request directly in the portal. You get a notification. Ticket is assigned to your technician. Buyer tracks resolution status without calling.

Quotation approve or decline

Send a quotation, buyer receives a portal notification. They log in and approve or decline. An approved quotation automatically creates a confirmed order in PragatiCRM. No phone call. No WhatsApp confirmation message to save somewhere.

Unlimited customer portal users — included in every plan.

Your buyers do not count towards your user limit. Whether you have 10 dealers or 500 — they all get portal access at no extra charge. The user limit on your plan applies to your internal team members only: salespeople, accounts staff, warehouse staff, and managers.

Customer portal users
(no limit, no charge)
0
Extra cost for portal
(included in all plans)
Any
Browser on any device —
no app download needed
Best fit

Businesses where the portal transforms operations.

Wholesale manufacturers

10–50 dealers ordering the same products repeatedly. The portal handles all routine interactions — invoice downloads, order status, payment collection — without your team being involved.

Service and AMC businesses

Clients raise service tickets directly in the portal instead of calling. Track resolution. Download service history. AMC renewal notifications go to the portal. Much lower call volume.

Pharma and food distributors

Stockists log in to place orders, check their account statement, and download invoices with batch numbers and expiry dates. Full traceability for the stockist — available 24/7 without your staff being involved.

Questions

How the customer portal works.

No — the customer portal works on any Android or iOS browser. Your buyers just open a link, enter their credentials, and they are in. No app download. No Play Store or App Store needed.
Unlimited. Your customers do not count towards your user limit on any plan. The user limit applies to your internal team members only — salespeople, accounts, warehouse staff, and managers.
Yes — every invoice in the portal has a UPI QR code. The customer scans it with any UPI app (GPay, PhonePe, Paytm, BHIM). The UPI app opens pre-filled with the invoice amount and your payment reference. Payment is recorded automatically when confirmed.
Yes — each customer sees only their own data. Customer A cannot see Customer B's invoices, orders, or outstanding balance. The portal is completely isolated per customer login.
Yes — when you send a quotation to a customer, they receive a notification and can log in to approve or decline it directly from the portal. An approved quotation automatically creates a confirmed order in PragatiCRM. No back-and-forth on WhatsApp needed.
The current portal is in English with Indian number formatting (Lakhs, Crores). Hindi language support is on the roadmap. If this is important for your buyers, mention it during the demo — we will update you on the timeline.
Simple pricing

Customer portal included. No extra charge.

The dealer portal is not an add-on. It is included in every plan — Starter, Growth, and Professional. Your buyers access it from day one.

Monthly Annual Save 17%
Starter
2,499 /mo
₹29,990 billed annually · Save ₹5,998/year
5 users · 1 location · Unlimited portal users
  • Customer portal — unlimited buyers
  • Invoice download & UPI payment
  • Order status tracking
  • GST invoicing + GSTR-1 export
  • AI Morning Digest
  • MCA Audit Trail
Book Free Demo
Professional
7,499 /mo
₹89,990 billed annually · Save ₹17,998/year
25 users · 3 locations · Unlimited portal users
  • Everything in Growth
  • 25 users and 3 locations
  • Priority support
  • Dedicated onboarding (2 sessions)
Book Free Demo

Annual price freeze: Sign before 31 December 2026 and your price is frozen for 24 months — even when we add features and raise prices.

No setup fee. Free 1-hour onboarding with founder. Customer portal configured during onboarding.

See it live

See the buyer portal in action.

The founder will log in as one of your dealers during the demo — you'll see exactly what they see: their invoices, order status, UPI payment, and account statement. 15 minutes is enough.