Customer Portal.
One workspace for tenders, teams, and execution.
A role-based portal where your team manages bids, tracks contracts, coordinates with Bidzo, and maintains a clean audit trail across every engagement. App automation runs are not available in this release.
The capabilities, in plain English.
Workspace & teams
Multi-org support with workspace isolation, membership management, and context switching.
Bid operations
Track bids through stages, manage documents, coordinate line items, and monitor scrape runs in real time.
CRM foundation
Manage businesses, contacts, categories, and client onboarding workflows with audit coverage.
Apps & integrations
Review installed app configuration and supported records. App automation runs are not available in this release. Complete work using the available manual tools.
Eight other modules around this one.
Each module is independently useful. Activate them as you grow into the operation.
Tender discovery
Every live opportunity across GeM, CPPP, World Bank and 15+ portals — filtered to what your catalogue actually serves.
AI bid drafting
Cover letter, technical compliance, price justification, past performance — drafted from the tender brief and your profile.
GSTR-2A / 2B reconciliation
Upload portal JSON, match every supplier invoice against your books in one click. Mismatches surface before filing.
Marketplace empanelment
Review recorded marketplace onboarding steps and aggregate catalogue counts. External onboarding, publishing and synchronization remain separate workflows.
Bid pipeline
Kanban from identified-tender to awarded-contract with weighted forecast — the CRM your procurement team actually wants.
GST invoices
Create invoice records, calculate tax splits and track payments. Production IRN registration is unavailable in this release.
WhatsApp Business cockpit
BSP-resold WhatsApp Business API with templates, conversation inbox and FAQs — where your buyers already are.
Export readiness
IEC profile, DGFT schemes (RoDTEP, EPCG, Advance Authorisation), recorded shipping bills by country.
Want to see Customer Portal inside a real workspace?
Book a 30-minute walkthrough. We'll log into a live workspace and show you the actual operation.