The fastest path to sell your customized products and services.

The fastest path to sell your customized products and services.

We build customer-facing portals to reduce sales friction and increase repeat sales.

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Built to sell your configured-products and services.
Fast.

A custom portal for custom products and services.

Selling custom services or configured products can be a time-consuming undertaking, from managing bid requests to scheduling delivery.


Our custom-built portals can lighten the load by providing preferential buying experience for specific products or specific customer segments.

A fast path for sales, order management, or anything your heart desires.

Give your customers the fastest path to buying from you again and again with our custom portals.


Offer fast paths to request and approve quotes, schedule or reschedule deliveries, activate promotional incentives, and more.

Integrates into the tools you already use without burdening your IT staff.

We customize our portals to integrate into your existing systems, whether it's your CRM, ERP, or even your own custom app. If it uses RESTful APIs, we've got you covered.


That means instant access to your data, delivering a better customer experience, a smoother operational experience and a lower cost of sales.

Custom built expressly for you.

Give your customers a great purchase experience, and accelerate your sales while taking burden off your sales team.

From idea to live in under 45-days.

We custom develop your customer portal built for your business in 45-days or less, much faster than a roll-your-own or other off-the-shelf solutions.

From live to ROI in under 90-days.

Faster time to market, lower operational costs, and a more efficient sales process means a fast ROI, often within 90-days.

A custom-designed portal at an affordable price.
No minimum commitment.

What do you have to lose?

A custom-designed portal at an affordable price.
No minimum commitment.

What do you have to lose?

Lite

$250

/month

$3500

set up fee

Custom-designed customer experience

Custom-developed portal

One user group view

One admin role

Stand alone/No integrations

Live sales training

No end-user training

Go-live in 6 weeks (typical)

Email/chat support

No minimum commitment

Cancel anytime

Standard

$750

/month

$5000

set up fee

Custom-designed customer experience

Custom-developed portal

Two user group views

Two admin roles

API integratons through Zapier

Live sales training

End-user training videos

Go-live in 6 weeks (typical)

Priority support

No minimum commitment

Cancel anytime

Enterprise

Custom

Pricing

Custom-designed customer experience

Custom-developed portal

Multiple user group views

Multiple admin roles

Custom API integrations to existing systems

Live sales training

End-user training videos

Dependent on complexity

Dedicated success manager

No minimum commitment

Cancel anytime

From Kickoff to Launch in 45-days

Kickoff

Tell us a bit about yourself on our intake form and we'll schedule a kick-off meeting to understand your objectives and to start the design your custom-built portal.

Build

We'll design and build your customer portal based on the customer experience you want to create and integrated it with the tools you already use.


Test

Once developed, we'll train you on how to use the portal and how to validate that it works for you. We'll also manage any change requests you may have.


Launch

Will work with you on your launch strategy, importing contacts, setting up the DNS, and any other last minute changes to make sure your launch is a success.


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What are the possibilities for your business?

What are the possibilities for your business?

Create intelligence guided custom quote requests.

Create intelligence guided custom quote requests.

Create intelligence guided custom quote requests.

Present available dates for service delivery.

Present available dates for service delivery.

Present available dates for service delivery.

Create a resource library customized to a customer's specific purchases.

Offer unique prices and/or services to specific customer segments.

Create distributor portal for order placement, training, and service.

Offer delivery time or product reservations.

Offer delivery time or product reservations.

Offer delivery time or product reservations.

Options.
Options everywhere.

Options.
Options everywhere.

Instant quoting. Or structured intake form.

Instant quoting. Or structured intake form.

Provide an instant quote, or take your customer through a series of qualifying questions to streamline the quoting process.

Provide an instant quote, or take your customer through a series of qualifying questions to streamline the quoting process.

Self-serve order management: create, cancel, renew.

Self-serve order management: create, cancel, renew.

Give your customers the ability to purchase from you from any time of day. Generate quotes, allow them to update or change orders, and give them a status update on where your service or configured products.

Give your customers the ability to purchase from you from any time of day. Generate quotes, allow them to update or change orders, and give them a status update on where your service or configured products.

Self-serve scheduling, preferred times, or direct calendar integrations.

Self-serve scheduling, preferred times, or direct calendar integrations.

Let your customers specify their preferences or select the best delivery date for them with a custom integrated calendar.

Let your customers specify their preferences or select the best delivery date for them with a custom integrated calendar.

Loyalty and membership programs.

Loyalty and membership programs.

Increase buying action by offering discounts or other offers based on whatever criteria you set. Now you can easily create buyer clubs, discount tiers, and the like.

Increase buying action by offering discounts or other offers based on whatever criteria you set. Now you can easily create buyer clubs, discount tiers, and the like.

Enrollment by invitation, automatic, or membership.

Enrollment by invitation, automatic, or membership.

Give customer access to your custom portal by invitation. Or enroll them automatically or as part of a membership community.

Give customer access to your custom portal by invitation. Or enroll them automatically or as part of a membership community.

Accept payment or invoice directly.

Accept payment or invoice directly.

Take credit card payments for specific orders or even to hold a service appointment pending an approved quote. We'll even integrate into your invoicing system, if desired.

Take credit card payments for specific orders or even to hold a service appointment pending an approved quote. We'll even integrate into your invoicing system, if desired.

Integrate directly into your systems and workflow.

Integrate directly into your systems and workflow.

You don't need to change your current processes to work with our portal. We'll design it to support your current systems and workflows.

You don't need to change your current processes to work with our portal. We'll design it to support your current systems and workflows.

Talk with us to learn more.

Talk with us to learn more.

Talk with us to learn more.

Get Started

Coefficient Automation

+1 651 401 5630

2112 Broadway St NE #105, Minneapolis, MN 55413

© 2023 Coefficient Digital

Coefficient Automation

+1 651 401 5630

2112 Broadway St NE #105, Minneapolis, MN 55413

© 2023 Coefficient Digital

Coefficient Automation

+1 651 401 5630

2112 Broadway St NE #105, Minneapolis, MN 55413

© 2023 Coefficient Digital