Direct Sales Portal

Empower Every Sale, Elevate Every Partner!

Unylo introduces a transformative feature for businesses looking to streamline their sales process: the Direct Sales Portal. This innovative portal acts as a digital gateway for your customers, allowing them to place orders directly through a user-friendly and personalised e-commerce interface. Each customer is assigned a unique account, enabling a tailored experience for every interaction. Businesses can create different account types, assign specific price lists to these accounts, and associate various discounts with each price list, enhancing the overall value for your clients.

The Direct Sales Portal integrates seamlessly with our CRM, enabling all transactions to be automatically recorded and managed within the system. Additionally, it offers robust e-commerce functionality, providing businesses with a powerful tool to sell products and services online, reach a broader audience, and increase sales. Businesses can foster stronger relationships and customer loyalty by offering clients a smooth, personalised shopping experience.

The portal provides optional integration with existing systems for businesses requiring comprehensive inventory management. Inventory levels are updated in real-time as orders are placed, ensuring stock accuracy. The Direct Sales Portal optimises sales and inventory management and enhances your e-commerce strategy, making it an essential solution for improving operational efficiency and customer satisfaction.

  • Full CRM Integration

    Every order, quote or return feeds directly into the Unylo CRM. No duplication, no delays — just real-time visibility and data accuracy across your sales funnel.

  • 24/7 Ordering Convenience

    Let customers place orders anytime, anywhere. No need to wait for reps or email replies — they get instant access to pricing, bundles, and stock availability.

  • Invoice & Order History Access

    Customers can view past orders, download invoices, and raise returns without back-and-forth emails — reducing friction and freeing up your team.

  • Built-In Messaging Support

    Live chat and request features embedded into the portal connect customers with reps instantly — streamlining communication and shortening resolution cycles.

  • Custom Pricing & Discounts

    Tailor pricing for each customer segment, apply volume-based discounts, and launch promotions directly from the CRM — all reflected instantly on the portal.

Unylo’s Direct Sales Portal is your always-on digital storefront — built for B2B buyers who demand autonomy, transparency, and speed. It’s more than a checkout screen; it’s a strategic tool that enhances customer experience while syncing every transaction directly into your CRM ecosystem.

The Direct Sales Portal fosters quicker deal cycles, enhanced customer satisfaction, and greater operational efficiency. It also provides your team with full control over data, approvals, and automation.

Let us improve your business!

By centralising customer data, Unylo enables businesses to offer personalised experiences, fostering stronger relationships and improving customer satisfaction.

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