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Custom Platform Development

Dealer Portal & Custom CRM Development

For brands that sell through other people's businesses — dealers, distributors, installers, applicators, franchisees.

A dealer portal is a private, logged-in area of your website where your dealers, distributors or installers do business with you — ordering at their own tier pricing, completing training and certification, and seeing their own order history. BaaDigi builds dealer portals, custom CRMs and B2B e-commerce on Next.js as one platform rather than four integrations, so a purchase, a training record and a sales conversation all belong to the same account. That shared database is the whole point: it is what lets you answer questions an off-the-shelf CRM structurally cannot, like which dealers bought for two years and then went quiet, or which territory has demand but no coverage. If you sell direct, buy an off-the-shelf CRM. If you sell through a network, the questions that matter live in your order and training data.

Last updated: August 2026 · Written by the team that built and still ships on Revivify's platform, a national brand with roughly 600 certified applicator shops.

What we build

Six modules. Most brands need four of them, and almost nobody needs all six on day one.

Dealer & Distributor Portal

Authenticated accounts for every dealer, distributor, installer or franchisee in your network. Tier pricing so each account sees its own numbers, order history that survived whatever platform you are migrating off, documents and marketing assets, and training with certification that actually gates what an account can do.

Custom CRM

Your pipeline, your stages, your language. One-click call logging that moves the card and sets the next follow-up. Stages that read from operational data so progress cannot be faked. Outbound email from each rep’s own inbox, so replies thread normally and nothing lives in a black box.

B2B & Headless E-Commerce

A storefront rendered in your design system, reading catalogue data through Shopify’s API. Payments, live shipping rates and tax inside your platform. Ordering gated on certification where you need it. Every order tied to the account that placed it — which is the single link that makes reporting possible.

Lead Routing

Two buyers, two funnels. End customers routed to the nearest certified dealer; dealer applicants qualified at intake and sent into the recruiting pipeline. Applicants who fail your criteria are filtered before they cost your sales team a week.

Dealer Locator & City Pages

Your network turned into the search asset that recruits the next wave. State, city and business pages so local searches land on you instead of a competitor — and city pages with no coverage flip from selling to recruiting, so a gap becomes a recruiting page instead of a dead end.

Reporting & AI Assistant

Because everything shares one database, your team can ask real questions and get real answers — who lapsed, who is certified but never ordered, which states are uncovered. We wire an AI assistant over that data with a defined toolset and permissions, so staff and dealers see very different things.

Should you build a custom CRM, or buy one?

Buy off-the-shelf if…

  • You sell direct to the end customer
  • Your pipeline really is contacts, deals and stages
  • Your reps live in email and calendar, not in your product data
  • Nobody has ever asked a question your CRM could not answer

We will tell you this if it is true. HubSpot or Pipedrive will be cheaper and better, and we would rather say so than sell you a build you do not need.

Build custom if…

  • You sell through dealers, distributors, installers or franchisees
  • Your store and your CRM are separate systems that never reconcile
  • "Which dealers stopped ordering?" takes two exports and a guess
  • Certification is a policy nothing in your store actually enforces
  • Your network is large and invisible in local search

Do you have to build all of it at once?

No — and you should not. Revivify launched a working public site in about eight weeks, then kept shipping weekly. This is the order we recommend:

  1. The platform. Rebuild the public site on Next.js so everything after it has one codebase and one database to attach to. Doing this last means doing everything twice.
  2. Commerce tied to accounts. Until an order knows who placed it, no report and no assistant can tell you anything.
  3. Lead routing. Cheap to build, immediate return, and it stops your team burning weeks on applicants who were never eligible.
  4. The dealer locator. Turn the network you already have into the search asset that recruits the next wave.
  5. The CRM, then AI on top of it. AI over disconnected data produces confident nonsense. The assistant is worth having precisely because everything underneath it is already joined up.

Has BaaDigi actually built this?

Yes. Revivify is a national self-healing protective coating brand selling through roughly 600 certified applicator shops. They were running three disconnected systems — a Webflow marketing site, a WordPress/WooCommerce store that had been hacked, and a standalone installer locator. We replaced all three with one Next.js platform: headless e-commerce wired to dealer accounts, certification-gated ordering, two routed lead funnels, an installer directory covering 364 cities, an applicator portal running application through certification, and a custom CRM with an AI assistant built into it.

Three platforms → one
Single codebase, database and design system
364 city pages
The network turned into a search asset
~600 dealer accounts
Ordering gated on certification
Read the full Revivify build breakdown

What does it cost?

BaaDigi publishes its monthly pricing. Ongoing marketing runs on three plans:

A platform build — dealer portal, custom CRM, custom e-commerce — is scoped and quoted separately, because the build is larger than the marketing retainer that follows it. Scope drives the number, so we quote against your real network size, order flow and certification requirements rather than publishing a figure we would have to walk back.

Frequently Asked Questions

What is a dealer portal?

A dealer portal is a private, logged-in area of a brand’s website where its dealers, distributors, installers or franchisees do business with the brand — ordering product at their own tier pricing, completing required training and certification, viewing order history and invoices, and downloading the sales and marketing material they are entitled to. The difference between a real dealer portal and a login page is the database behind it: a real one shares data with the brand’s store and CRM, so a purchase, a training record and a sales conversation all belong to the same account.

What is the difference between a dealer portal and a partner or distributor portal?

Very little — the terms describe the same software for different channel structures. A dealer portal typically serves resellers who buy and resell your product, a distributor portal serves wholesalers moving volume into a region, a partner portal serves referral or co-selling partners, and an installer or applicator portal serves certified tradespeople who apply your product. The build is the same: authenticated accounts, tier pricing, ordering, training and certification, documents, and reporting for the brand.

What does custom CRM development involve?

Custom CRM development means building the sales pipeline around how your company actually sells, instead of forcing your company into a generic tool. In practice that means your real stages in your own language, call logging that takes one click rather than three, follow-up dates that set themselves, and stages that read from your operational data so progress cannot be faked. The decisive advantage is that a custom CRM shares a database with your store and your portal — so it can answer questions an off-the-shelf CRM structurally cannot, like which dealers bought for two years and then went quiet.

When should you build a custom CRM instead of buying one?

Buy one if you sell direct and your pipeline is genuinely contacts and deals — HubSpot or Pipedrive will be cheaper and better. Build one when your important questions depend on data only your own systems hold: who is certified but has never ordered, who lapsed, which territory has demand but no coverage. Those answers live in order and training records, not contact records, which is why teams running dealer networks tend to abandon off-the-shelf CRMs — the records get split across systems and the board goes stale.

Do I need custom e-commerce, or will Shopify do?

Shopify is excellent at what it does, and we use it — headless. The storefront reads product data through Shopify’s API and renders it in your own design system, while accounts, tier pricing, order history and permissions live in your platform. That combination gives you Shopify’s reliability for catalogue and checkout without accepting a themed store that cannot gate ordering on a training record or price by dealer tier. If you sell B2B through a network, a stock storefront will fight you on exactly the things that matter.

What is lead routing, and why does it need software?

Lead routing is deciding automatically where each incoming lead goes. Brands with dealer networks usually have at least two completely different buyers arriving through the same form — an end customer who wants the product, and a business that wants to become a dealer. Routing means each is identified at intake and sent down its own path: the customer to the nearest certified dealer, the applicant into the recruiting pipeline, with anyone who fails your qualifying criteria filtered before your sales team spends a week on them.

Why build a manufacturer or brand website on Next.js instead of WordPress?

WordPress leans on plugins, and plugins are both the speed problem and the security problem. One of our clients had their WooCommerce store hacked and lost their entire product photography library with it. Next.js renders pages on the server with no plugin stack to exploit, loads in well under a second, and is the same framework Netflix and Nike run on. The larger reason is architectural: owning the framework means the website, store, portal and CRM can be one system rather than four integrations held together by hope.

How long does a dealer portal build take?

Our reference build — Revivify, a national coating brand with roughly 600 certified applicator shops — went from first commit to a live production site in about eight weeks, then kept shipping weekly. The CRM, the AI assistant, the installer directory and the dealer segments all landed after launch rather than holding the launch hostage. We recommend that order to everyone: the platform first, then commerce tied to accounts, then routing, then the directory, then the CRM.

What does a dealer portal or custom CRM build cost?

BaaDigi publishes its monthly marketing plans: $497/mo (Stability Engine), $1,397/mo (Predictability Engine) and $3,997/mo (Market Control Engine). A platform build — dealer portal, custom CRM, custom e-commerce — is scoped and quoted separately from those plans, because the build is larger than the marketing retainer that follows it. Scope drives the number, so we quote against your actual network size, order flow and certification requirements rather than publishing a headline figure we would have to walk back.

Run a dealer network? Let's scope it.

Tell us how your network is structured and where the data breaks. If an off-the-shelf tool would serve you better, we'll say so.

Talk to Ryan