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From Inbox to Invoice

We automate the chaos between your inbox and your order flow. Ideal for print shops, manufacturers, and wholesalers.

Try B2 Portal Now
Contact Us Today

What Our Clients Say

Hear from our satisfied customers who have transformed their businesses using B2 Portal to automate email processing and improve efficiency.
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Streamlined Operations

"Since implementing B2 Portal, our order management has become so much more organized! It's a lifesaver for our busy team." - Amanda T., Operations Manager
Jane - Founder
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Increased Productivity

"No more sifting through endless emails. B2 Portal has automated our processes, boosting our productivity significantly." - James L., Production Head
Tyler - Business Owner
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Simplified Processes

"B2 Portal takes the hassle out of managing customer communications. It's a game-changer for our company." - Sarah P., CEO
Liz - Long-term Customer

Key Features

Discover the powerful features of B2 Portal designed to help you manage customer interactions effortlessly and efficiently.

Email Order Parsing

Automatically extracts job details, quantities, and shipping info from inbound emails - no more manual entry.

AI-Powered Estimating

Let AI generate ballpark estimates based on past jobs, customer emails, and material specs - cut quoting time dramatically.

Centralized Order Dashboard

Track all incoming email orders in one clean interface - searchable by customer, PO, or status.

ERP & Accounting Export

Easily push finalized orders into your ERP or accounting system.

Generate Branded Customer Portals

Give each customer a self-serve portal to view past orders, approve quotes, and place new jobs easily.

Customer Confirmation Workflow

Seamless email follow-ups to confirm details, reduce errors, and keep projects moving.

Choose Your Plan

We offer flexible pricing plans to fit businesses of all sizes. Find the perfect package that meets your needs and budget today.

Starter

Everything you need to get started with your business.

$49

per month

Get Started

$588

per year

Get Started

  • 1 connected email inbox

  • Up to 3 customer portals

  • Basic Support

  • $25/month per additional email

Pro

Everything you need to get started with your business.

$99

per month

Get Started

$1,188

per year

Get Started

  • 3 connected email inboxes

  • Unlimited portals

  • Priority Support

  • $20/month per additional email

  • Integrations with Quickbooks and leading ERP Systems

Enterprise

Everything you neeed to get started with your business

Contact Sales

Get Started

Contact Sales

Get Started

  • Unlimited emails

  • Dedicated onboarding & training

  • Advanced integrations and API access

Frequently Asked Questions

Find answers to the most common questions about B2 Portal’s functionalities, set-up process, and more to get you started faster.

Do I need to change how I quote or invoice?

Nope. You can keep quoting and invoicing the way you already do. B2 Portal just helps you organize it, track it, and send it faster.

Does this replace my ERP or accounting system?

Not at all. B2 Portal works alongside your ERP or QuickBooks. You can export order data or integrate directly, depending on your plan.

Is my data secure with B2 Portal?

Yes. We use industry-standard encryption and never access or store sensitive attachments. You’re always in control of your data.

How long does it take to set up B2 Portal?

Setting up B2 Portal is quick and straightforward. Most businesses can fully integrate and start using the platform within a few minutes.

What if every customer emails differently?

That’s exactly what B2 Portal handles best. It helps pull key details from emails (regardless of format) and turns them into clean orders.

Can I set up portals for each customer?

Yes. You can generate branded portals for your customers to view past orders, approve quotes, and place new jobs (available on Pro plans).

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