The customer portal
your products deserve.
Customer portal, processes, and services — all in one place. Deflect support tickets, reduce your cost-to-serve, and protect your revenue from churn by giving your B2B customers the self-serve experience they expect.
No strings attached. Personal. Tailored to your industry.
Your portal. Your processes around it.
B2Board is your customer portal — with documents, updates and support. But your customers need more than just access. They need a well-thought-out process: from first contact to the last day. Build your process step by step — no coding required.
Onboarding Wizard
Step-by-step setup for new customers
Welcome Flow
Automatic greeting & first information
Data Collection
Collect customer data in a structured way
Customer Portal
Better service for your customers — without a single line of code.
Documents · Updates · Support
Collect Feedback
Measure & improve satisfaction
Contract Renewal
Automatic reminder & renewal
Offboarding
Clean closure & handover
This example shows a typical workflow. You can add, remove or adjust every step — tailored to your process.
Day-to-day costs you more than it should.
"Where is the current manual for machine 3?"
This question costs your support team hours every day — even though the document already exists.
Every manually answered request like this is avoidable. B2Board gives your customers direct access — no email, no waiting, no effort from your team.
"I didn't get that."
What your customers say about every second announcement you sent by email.
Poor communication is one of the most common reasons B2B customers switch vendors. B2Board ensures updates land — with read acknowledgement.
"Could you send that again?"
Invoices, certificates, contracts — lost in overflowing inboxes.
The majority of B2B buyers prefer self-service for routine tasks. Forcing an email chain damages their experience and wastes your resources.
The 45-minute email.
What happens when a customer sends a support email?
Lands in the generic "support" inbox
Gets forwarded to the team lead
Ends up with a random employee who isn't responsible
Blocks 20 minutes of the daily standup
Escalates to management or IT
One simple customer request burns 45 minutes of highly skilled staff time.
The request lands directly as a structured ticket in the portal — instantly visible, instantly assigned to the right person. No ping-pong. No inbox. No escalation.
The ROI of
B2B Self-Service.
Protect your revenue. Deflect your costs.
Protect revenue
A poor customer experience is one of the most common reasons B2B buyers switch vendors — often silently and without warning.
Cut support costs
Companies with structured digital self-service measurably reduce their cost-to-serve while simultaneously lowering customer churn rates.
Meet expectations
The majority of B2B buyers prefer self-service for routine tasks. Companies that don't offer it lose customers to those that do.
B2Board isn't just a portal. It's your framework for scaling support without scaling headcount.
Simple as that.
No IT project. No training. Just start.
Customers find everything instantly
Manuals, invoices, certificates — each customer sees only what is relevant to them. No more searching.
Machine 7 will be serviced on Friday, March 22 between 06:00–10:00 AM.
Updates that actually land
You write an update — it goes straight to your customers. With read confirmation when it matters.
Support without the phone chain
Your customer reports a problem from their smartphone. You see it immediately, reply directly — done.
Machine 3 won't start this morning. Error code E42.
Thanks! Error code E42 points to Sensor B. Technician is on the way today.
Your ERP or CRM
isn't enough.
Internally perfect. Externally in the void.
Many companies invest heavily in Business Central, SAP, or Salesforce. Internal processes run fully automated. But where the system ends at the company boundary, the black hole begins: customers can't find critical information, miss updates, and email the same question three times a day.
An ERP organises your company. B2Board organises your customers.
Your ERP / CRM
Internally structured
Your customer
Lost in the email void
B2Board
The bridge to the outside
Tickets run natively in the portal.
Or route them into your existing tools.
B2Board manages customer requests fully within the portal — no external tools required. Already using Jira, Teams, or Slack? Connect them in a few clicks.
Chat & Notifications
Microsoft Teams
Optionally route portal tickets to Teams channels
Slack
Optional notifications to your workspace
Tickets & Tasks
Jira
Optionally sync portal tickets as Jira issues
Linear
Optional: sync with Linear
Zendesk
Optional: mirror tickets in Zendesk
Freshdesk
Optional: manage requests in Freshdesk
For Developers
Webhooks
Forward events to your own systems
REST API
Full control via API
Customer request in the portal — structured and assigned instantly
Customer reports issue in portal
Ticket created natively in the portal
Optional: forward to Jira or Teams
Software Company
Customer reports bug directly in the portal
Structured ticket — instantly visible, no info@ inbox
Optional: auto-created as Jira issue or Teams notification
Machine Builder
Customer reports machine error in portal
Ticket assigned in portal — no email ping-pong
Optional: forward to technician via Slack or webhook
Your IT team will love it.
B2Board fits your position.
Whether management, sales, or engineering — everyone benefits in their own way.
Your login. Your rules.
No new password. No new registration. Your customers just use the login they already know.
Welcome back
Please sign in to continue.
This access is provided by
Müller Maschinenbau GmbH
Microsoft Entra ID
RecommendedOne click — and your customers are in. Works with Azure AD and Microsoft 365.
Enterprise SSO
SAML 2.0 and OpenID Connect. Compatible with Okta, Auth0, PingIdentity and all other enterprise providers.
Magic Link via email
Passwordless login for small partners and tradespeople — no IT effort, no password to remember.
Compatible with
Be there when it launches.
B2Board is in its final development phase. Book a personal demo now — and be among the first to use the finished product.
Made in Germany
Developed & hosted in Germany
GDPR compliant
Data protection to European standards
ISO 27001
Certified information security management