Marketing & Sales

Captain Customer

B2B customer portal
Give your B2B customers access to a portal to manage contracts, orders, invoices and deliveries. Use a customer portal for tailored communication in an efficient way. Connect with ERP for real time insights, extend with CRM functionality for sales and field services.
Start for freeKey features
Increase interactions with customers
Create more and better sales and upsell opportunities
Increase your performance and competitiveness
Captain Customer

Similar real-world cases

Theobroma is a leading cocoa and coffee trader that reduced its back-office staff and automated the management of orders thanks to a Triggre application.
OCI Nitrogen streamlined customer interactions thanks to a Triggre application that improved contract and order management.
Autopharma / Servilocker streamlined their production with a scalable and adaptable order management system made with Triggre.

Key features of this template

Extendable customer portal to support commercial and operational processes
Support B2B operational processes like contract and order management
Customers keep track on their orders with an easy to use and extend reporting module
Order process for samples and merchandising
Sales and account manager portal for easy accessible customer, contract and order data
Advanced rights and roles management to manage detailed functional varieties in areas, segments or customer types
Enhance it with AI
  • Gain insights into customer behavior by using an AI to analyze previous historical data for patterns and trends.
  • Adjust your offering by using an AI to evaluate past customer orders and predict demand.
More information about combining Triggre templates with AI >>
Suggested AI:
Mixpanel
Obviously AI

Connect with ...

Salesforce
Salesforce
SQL
SQL
SAP
SAP
... and any other external service thanks to Triggre's native Web APIs functionality!
Customize template

Tips for customizing your template

Connect with ERP to synchronize order data
Add on-site customer approval workflows for your field services
Add document generation, for example contracts, re-orders or statements of work

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

Download template

Pave your way to success with Triggre!

Your business is one step away from becoming everything you dreamed of, and Triggre is here to help you succeed. Create a custom web application that automates and supports all your business processes in the same platform in no time, for free. No coding knowledge is required!

Start for free