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Features Customer Self-Service Portal

Customer Self-Service Portal

Give every customer their own login. They browse your catalog at their negotiated prices, place orders themselves, and track their history — all without emailing or calling your team.

countmyboxes.com / portal / shop
Customer self-service portal showing product catalog with custom pricing

How it works

Each customer gets an invitation to their own portal. When they log in, they see a storefront built for them — their product list, their prices, and nothing else. They can browse, add to cart, and submit an order without any involvement from your sales team.

The moment they submit, it appears in your Count My Boxes dashboard as a new sales order — ready to review, approve, and fulfill. Your team stops re-keying order forms. Customers stop waiting for you to confirm receipt of their email.

Customers can also see their past orders, open invoices, and payment history — giving them the self-service access they expect from any modern B2B tool.

What's included

Dedicated customer login (email + password)
View their assigned price list
Browse your product catalog
Add to cart and submit orders
Order confirmation emails
Order history and status tracking
Invoice history
Payment history
Works on any device
No app install required
countmyboxes.com / portal / orders
Customer order history view in the portal

See how your sales team handles real orders

The How It Works page includes a step-by-step sales negotiation workflow — showing exactly how a salesperson handles a customer who wants more stock than you have on hand, all tracked inside Count My Boxes.

View sales negotiation workflow →

See it running on your catalog

Import your products and set up a customer portal today. Count My Boxes is free while we're getting started.

Get Started Free