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Customer-supplier portal

Portal software for customer and supplier management

Digitize customer and supplier management: document sharing, monitoring, compliance and security combined in a single portal.
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Simplify and secure all your B2B exchanges with a unique and intuitive platform.

Full autonomy
Your partners manage their procedures 24/7 without soliciting your teams
Automation
Manage validations, follow-ups and reminders effortlessly: 60% reduction in administrative request processing time
Security and traceability
Secure hosting, fine access management, complete traceability
Real-time control
Personalized dashboards for optimal monitoring of your relationships

A customer-supplier portal to manage your relationships

Efalia Portal structures all your exchanges and documents in a secure, customizable and compliant environment. Simplify supplier management, streamline customer relationships, and reduce delays and errors thanks to a platform designed for the daily procurement, finance and accounting departments.
FLUIDIFY

Why digitize your customer-supplier relationships?

→ No more silos and the dispersion of information

Your teams are currently juggling emails, phone calls and paper documents to manage relationships with your partners. This approach generates delays, errors, and a loss of traceability that is critical to your business.

EFALIA Portal centralizes everything: requests for quotations, contract management, order tracking, exchange of contractual documents. A single platform to orchestrate all of your B2B relationships with incredible efficiency.

With the client-supplier portal, manage all of your B2B relationships: documents, validations and communication, everything is brought together for more efficiency.

→ A level of service that transforms your partnerships

Our solution eliminates the usual points of friction: your customers and suppliers instantly access the information they need, monitor the progress of their cases and communicate directly via the platform. This fluidity naturally reinforces the quality of your commercial relationships.

OPTIMIZE

How to optimize your customer-supplier processes?

→ Personalized and intelligent portals

Each partner has a space dedicated to the colors of your company, with fine access rights according to their profile. The interface automatically adapts to specific needs: customer area, supplier area, or mixed portal depending on your organization.

→ Customized automated workflows

Our intuitive studio allows you to create custom business processes without technical skills. Validation of quotes, approval of contracts, follow-up of deliveries: everything takes place automatically according to your business rules.

→ Unified and trackable communication

All exchanges with your partners are centralized and recorded. Automatic notifications, smart reminders and integrated comments: communication becomes smooth and professional.

SECURE

Secure your data and exchanges with your customers and suppliers

Enterprise-grade protection

Secure hosting in France (SecNumCloud), data encryption, multi-factor authentication and automatic backups. Your sensitive information is optimally protected.

Ensured regulatory compliance

Compliance with the RGPD, complete traceability of actions, detailed management of user rights and legal archiving. EFALIA Portal supports you in complying with your regulatory obligations.

Full control of your data

The portal integrates into your ecosystem thanks to an open architecture (API-first). You maintain control of your IT ecosystem while benefiting from maximum openness.

*triple count for your B2B relationships
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Use cases for the customer portal and the supplier portal

Information Systems Department
Centralize document management
API & ERP/CRM integration: Native connectivity with your existing systems
Controlled deployment: SaaS or On-Premise according to your constraints
Technical supervision: Integrated monitoring and alerts
Documents processed: Technical specifications, specifications, integration reports
Financial Department
Manage financial flows
Contract management: Monitoring of deadlines and automated renewals
Financial validation: Customizable approval circuits for quotes and invoices
Advanced reporting: Performance indicators and ROI dashboards
Documents processed: Contracts, invoices, quotes, purchase orders, general conditions
Sales Department
Optimize the relationship
Optimized customer relationship: Personalized follow-up of requests and complaints
Responsiveness: Instant processing of requests
Partner satisfaction: Modern interface accessible 24/7
Documents processed: Product catalogs, prices, commercial brochures, certificates

FAQS

How does EFALIA Portal integrate with our existing systems?

EFALIA Portal has an API-first architecture that facilitates integration with all your business tools (ERP, CRM, accounting). Our native connectors cover the main solutions on the market, and our technical team develops specific connectors if necessary.

How secure is the data in the portal?

Your data benefits from enterprise-level protection: secure hosting in France (SecNumCloud certified), AES 256 encryption, multi-factor authentication, daily backups and RGPD compliance. We guarantee 99.9% availability.

Can the portal replace our current communication tools?

EFALIA Portal centralizes and structures your B2B exchanges, but it intelligently complements your existing tools rather than replacing them. The objective is to optimize business processes specific to customer-supplier relationships while maintaining your work habits.

Can we extend the portal to a transversal EDM?

Absolutely! EFALIA Portal is part of our documentary services platform. You can easily upgrade to EFALIA Doc for complete document management, or integrate our process studio to automate other business workflows according to your needs.

Can we integrate an AI chatbot to search for customer information?

Absolutely! EFALIA Portal can integrate a conversational AI assistant that allows your employees to quickly search for information on your customers and suppliers. The chatbot accesses portal data (exchange history, contracts, case statuses) and instantly answers questions such as “What is the status of the contract with client X?” or “When does the agreement with supplier Y expire?” This feature turns your portal into a real intelligent knowledge base.

IT management
IT management