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.