Customer self-serve portal
Your customers log in, see their negotiated prices, place orders, track shipments, message their account manager. White-labelled to your brand, branded by your tenant CMS.
Multi-currency from day one
GBP, EUR, USD baked in. Customers see their account currency on the portal; you see a single GBP-converted dashboard. FX rates pulled daily from your tenant config.
Quote builder + e-sign + PDF
Branded quote URLs recipients accept or decline without logging in. PDF auto-attached for accounting. Live open / view / acceptance tracking with timestamps and IP.
Stock visibility per customer
Configure floor stock per SKU to keep back from the portal; available stock surfaces to the right customers. No more "in stock" surprises after a customer places an order.
Lead capture forms + AI prospect finder
Public lead-capture forms at /forms/<slug> land directly in your pipeline, dedupe by email, auto-enrich via Companies House. AI prospect finder shortlists trade buyers from a single sentence ("independent garden centres in the South West"), with sites and reasons attached.
Find buyer + category manager emails
One click on any prospect → verified emails for the buyers and category managers who actually order. Job titles, confidence scores, saved straight into the lead's contacts. Skip the cold info@ inbox and email the person who can say yes.
New SKU launch - ranked customer list + drafted emails
New range, format, or end-of-line clearance? Type the new product (or paste in your release sheet) and Jeanus ranks every customer in your book by whether they already buy this brand, this format, or this category. Tier filter: HIGH = bought the exact SKU before · MEDIUM = bought the same category · "Bulk buyer" flag on top 25% revenue accounts. AI drafts a different email to each referencing their actual purchase mix - "we've launched 200ml; it lands against the 330ml you order monthly". 50 emails in 30 seconds, plain-text, high reply rate. Replaces Klaviyo + ESP tools for B2B trade outreach.
AI catalogue search in the portal
Customers search the catalogue in natural language ("crisps in 40g bags under £8 a case") and the portal returns ranked SKU matches with their negotiated prices. Cuts the "do you stock X?" emails to the rep.
Client projects for onboarding + private-label
Kanban or milestone boards for the delivery work behind big product launches - private-label runs, new supplier onboarding, EDI setup, custom packaging trials. Task-level client visibility toggle for the shareable milestones; internal @mention notes for the ops team on everything else.