Customer account portals

Give customers one place for account documents and orders.

RepCloud portals extend your CRM relationship with controlled access to products, account pricing, orders, invoices, shared files, and support—without exposing back-office records.

Dealer portal
RepCloud dealer portal home screenshot

Two products, different owners

Are you supporting customers—or operating a dealer network?

RepCloud and BrandBinder work together, but they solve different sides of the relationship.

Use RepCloud

For a rep firm, distributor, or sales team that needs customer records, orders, invoices, files, email, follow-up, and a portal tied to its own CRM operation.

Explore RepCloud for rep firms

Use BrandBinder

For a manufacturer or brand that owns the dealer channel and needs approved catalogs, assets, price lists, announcements, campaigns, dealer access, feeds, embeds, and locator workflows.

Visit BrandBinder

Controlled customer access

Show dealers the right information without opening your CRM.

Portal requests and activity stay with the customer, product, order, file, and support records your team already manages.

Personalized by account

Show the right catalog, pricing, documents, orders, invoices, and support options to each customer or dealer.

Recorded in CRM

See portal requests and activity on the account record so sales and operations work from the same customer information.

Controlled by your team

Choose exactly which products, files, pricing, and account options are available outside your company.

Explore RepCloud CRM
Dealer access without back-office access Hi-res assets Specs Pricing Product feeds Invoices PO copies Campaigns Ordering

Fewer routine file requests

Let dealers find routine account information on their own.

The portal uses the information already in CRM, Drive, and your product catalog. Your team chooses which assets, prices, documents, orders, and support options each dealer can see.

Asset and document control

Show the right images, specs, one-sheets, compliance files, pricing, invoices, and PO copies based on the dealer account or sharing settings.

Easy for dealers to use

Replace the usual mix of email threads, Dropbox links, and one-off PDFs with one branded login dealers can use every day.

Orders and follow-up on the account

When a dealer submits a request or order, sales and operations see it on the CRM account and can handle it without asking for the same information again.

What dealers can do

Give dealers one login for account documents, approved brand files, and orders.

  • Open invoices, estimates, purchase order copies, statements, and other shared account documents in the dealer portal.
  • Download approved hi-res images, product copy, spec sheets, compliance documents, one-sheets, price sheets, and product feeds.
  • See a public catalog without pricing when needed, then show dealer pricing and account resources to signed-in dealers.
  • Place orders or submit requests from the same portal instead of bouncing between catalogs, forms, and email threads.
RepCloud dealer portal insights screenshot RepCloud dealer portal invoice detail screenshot

Dealer asset library

Publish only the folders, images, one-sheets, specs, and compliance files you want dealers to see, without giving them access to internal Drive folders.

Invoice and PO access

Give dealers one place to review invoices, statements, purchase order copies, shared forms, and account paperwork.

Pricing and product feeds

Expose dealer pricing, downloadable feeds, and account-specific product resources by login or visibility rules.

Public and signed-in catalogs

Show a public catalog without pricing when needed, then give signed-in dealers pricing, account resources, and ordering access.

Campaign and launch materials

Give dealers access to promos, launch assets, marketing kits, and sell-through materials without resending files every time.

One branded dealer portal

Your team works in CRM, Drive, and Publisher while dealers use one portal for assets, documents, and ordering.

Product foundation

Connect the dealer portal to current product and pricing information.

See how RepCloud brings structured product records, price sheets, approved files, and customer access together.