Sales Rep Portal -
Empowering on-field sales!
Give your sales reps a dedicated portal to place orders, manage customers, and track sales performance on the go.
Overview
Your sales team is the face of your business. With Zendr’s Sales Rep Portal, each rep has a streamlined workspace to manage customers, place orders, and hit sales targets - without needing full dashboard access. Managers stay in control, while reps stay productive anywhere.
- Secure login with email + OTP
- Dedicated sales dashboard with KPIs and targets
- Full customer directory with profiles and notes
- Easy order placement with invoices and payment links
Core Features
Sales Dashboard
Track total sales, targets, order value, and last order.
Order Management
Place, review, and track orders with live payment status.
Customer Profiles
View CLV, pending dues, notes, and uploaded documents.
Invoices & Payments
Generate invoices and send secure payment links instantly.
Notes & Documentation
Log interactions, upload proofs, and store customer contracts.
How it Works
The Sales Rep Portal is designed to give reps everything they need in the field - without overloading them with admin tasks. Orders, payments, and customer records are centralised, ensuring sales activity always stays aligned with the main dashboard.
- Manage Customers - Browse customer directory, check CLV, add notes, and review dues.
- Place Orders - Add products, generate invoices, and send payment links instantly.
- Track Sales - Monitor performance against targets and view completed orders.
One Portal - Endless Opportunities
Built for teams, loved by employees!
Give your employees the tools to manage their own tasks, time, and expenses - while you stay in control through the main dashboard. The Staff Portal is one of many Zendr ERP modules, designed to scale with your business.
