Show the right catalog, pricing, documents, orders, invoices, and support options to each customer or dealer.
Give every account a portal that stays connected.
Let customers and dealers review catalogs, account pricing, orders, invoices, shared files, and support without giving them back-office CRM access.
Connected customer access
Give dealers what they need without opening the back office.
RepCloud keeps portal activity connected to the customer, product, order, file, and support records your team already manages.
Keep portal requests and activity tied to the account record so sales and operations share the same context.
Publish only the products, files, pricing, and actions that are appropriate for external access.
Explore RepCloud CRMPortal value
Let customers and dealers self-serve the right account resources.
The portal stays connected to CRM, Drive, and product records, so your team can publish only the assets, pricing, product documents, order records, and support paths that are safe for dealer-facing access.
Show the right images, specs, one sheets, compliance files, pricing, invoices, and PO copies by dealer account or visibility rule.
Replace the usual mix of email threads, Dropbox links, and one-off PDFs with one branded login dealers can actually use day to day.
Keep portal requests, orders, and support tied to the CRM record so sales and operations can pick up the same account story without rework.
What dealers can do
Review account documents, download approved brand resources, and place orders from one login.
- Open invoices, estimates, purchase order copies, statements, and other shared account documents in one dealer-facing view.
- Download approved hi-res images, product copy, spec sheets, compliance documents, one sheets, price sheets, and product feeds.
- See a public-facing catalog without pricing when needed, then reveal dealer pricing and account resources after login.
- Place orders or submit requests from the same portal instead of bouncing between catalogs, forms, and email threads.
Portal-safe asset library
Publish only the folders, images, one sheets, specs, and compliance files you want dealers to see, without exposing internal Drive structure.
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 logged-in catalog modes
Show a no-pricing public catalog when needed, then unlock richer dealer content and ordering access after login.
Campaign and launch materials
Give dealers access to promos, launch assets, marketing kits, and sell-through materials without resending files every time.
One branded commerce surface
Run CRM, Drive, and Publisher behind the scenes while dealers see one cleaner portal for assets, documents, and ordering.