Endless Emails. Constant Calls. Customers chasing order updates, invoices, and product details—while your sales and support teams get stuck in repetitive tasks instead of driving growth. Frustrating? Yes. Inevitable? No. A customer portal changes the game. Your customers gain instant access to everything they need—orders, documents, quotes—while your team frees up valuable time.
This walkthrough is based on a live demo we conducted with our partner Exsitec. We’ll guide you step by step through how a customer portal works, built with Litium and tightly integrated with Monitor. The images come from Exsitec’s workshop tool, where they visualize features based on specific business needs.
The best part? This solution follows industry best practices and is already used by manufacturers like you, ensuring a quick and seamless implementation.
How a customer portal works
The homepage is easily created in Litium’s CMS using drag-and-drop content blocks. Predefined blocks are available, but custom blocks can be developed as needed.
Product listing:
The full product catalog is displayed, allowing customers to filter and search for products. Both list and grid views are supported.
Product page:
Customers can compare product variants and view their specific price lists—pricing is only visible to logged-in customers. Accessories and spare parts are also displayed under product details, making it easier for customers to find and order without needing to contact support.
Cart and delivery:
When adding a product to the cart, a summary appears, including carbon footprint information (if supported by the ERP system). Customers can also choose their delivery method based on environmental impact and opt for climate compensation.
📌 Read more: What is the role of a customer portal in a manufacturing company?
My Account & Order Management
Account overview:
Customers can access agreements, price lists, contact details, and settings. (Note: Customers must be logged in to see prices—otherwise, no prices or general prices are shown.)
Order history:
Customers can view all past orders, including order status, delivery dates, and EDI information. All related communication and documents are stored for full transparency.
Invoice page:
Customers can download invoice lists, check payment status, and manage payments directly in the portal.
Shopping lists:
A popular feature for B2B companies, enabling customers to save and repeat frequent orders.
📌 Read more: Bevent Rasch Customer Portal – A Game Changer
Sales support & service management
Quote module:
Customers can view their quotes, communicate about them, and accept or reject them directly in the portal. Approved quotes are automatically converted into orders.
Manufacturing-specific features: End customers can track production progress, access all communication, and download relevant documents. Real-time updates ensure that the latest information is always available.
Project and file management: Customers can organize and share files using a structured file manager. Many use this feature as an image bank or to share large files that are not suitable for email.
Customer cases and support: The portal can be integrated with ERP or CRM systems to handle service cases and customer support efficiently.Businesses appreciate having everything in one place.
📌 Read more: How a portal with integration to your ERP can boost your business
Customize the portal to fit your needs
The customer portal includes even more features, but this was an overview of the most requested and widely used functionalities by our customers. The key is that you can choose the features that suit your business and create a solution that simplifies operations for both you and your customers.
Curious to see the full webinar?
📺 Watch it here: https://content.litium.com/webinar-demo-client-portal
Prefer a live demo instead?
📩 Contact us directly to book a meeting!
