B2B sales portal connected to Shopify

Are your sales reps still collecting orders outside Shopify?

Give field and inside sales teams one secure, branded workspace to manage assigned customers, browse the current Shopify catalog, and submit accurate orders into the Shopify flow.

  • 30-day free trial
  • Shopify Plus not required
  • Agent interface in English, Italian, and Spanish
Otheriver Agent Portal Suite dashboard, catalog, and order creation interface
Real product interface with simulated demonstration data.

The operational gap

Every order collected outside Shopify creates another handoff.

Phone calls, emails, messages, and spreadsheets keep sales moving, but split customer context, product availability, and order entry across different tools.

Without a shared portal

Sales activity is scattered

  • Agents work from separate files and message threads
  • Customers and orders are entered again by the internal team
  • Attribution and activity context are difficult to follow
With Otheriver

One controlled sales workflow

  • Every agent sees the customers assigned to them
  • Catalog, availability, customer details, and order tools meet in one workspace
  • Orders enter the Shopify flow with the app sales-channel attribution

Assign → Sell → Sync

The agent works in a focused portal. The merchant keeps Shopify at the center.

The merchant configures agents, groups, permissions, customers, and order rules in the embedded back office. Agents use the protected external portal for their daily sales work.

01Assign customers 02Sell from the live catalog 03Send the order to Shopify
Sales agent dashboard with customer activity and performance indicators
01Customer workspace
Shopify-connected product catalog inside the agent portal
02Connected catalog
B2B order creation interface with customer, shipping, and payment fields
03Order entry

Use cases

Built for teams that sell through people, not only through a storefront.

The same controlled workflow supports field visits, inside sales, and distributed commercial teams.

01

Field sales visits

Open the assigned customer, check products and availability, and prepare the order during the conversation.

02

Inside sales desk

Replace email and spreadsheet handoffs with a shared customer and order workspace.

03

B2B account coverage

Give each commercial group access to the customers and activities relevant to its work.

04

International sales teams

Operate the agent interface in English, Italian, or Spanish without changing the central Shopify catalog.

Verified capabilities

The controls required from customer assignment to Shopify order.

Every capability described here is confirmed in the current application and included across the current plans.

01

Agents, groups, and permissions

Create commercial users, organize them in groups, and control access to operational areas.

02

Secure customer assignment

Assign and share customers so each agent works with the appropriate customer base.

03

Shopify catalog and availability

Browse products and current availability from the connected Shopify catalog.

04

Customers, drafts, and orders

Create customers and prepare drafts or orders from the agent workflow.

05

Shipping, payment, and order fields

Configure the choices and information agents must collect while preparing an order.

06

Customer activity and order history

Keep previous orders and relevant customer activity available in the workspace.

07

Dashboard and sales KPIs

Read commercial performance through dashboard indicators connected to the portal activity.

08

Brand and language configuration

Customize the portal appearance and configure the language used by the sales team.

09

Sales-channel attribution

Attribute orders created through the portal to the application sales channel.

Data and responsibility

Shopify remains the source for catalog, customers, and orders.

The hybrid architecture separates merchant configuration from the protected operating portal while keeping the sales flow connected to Shopify.

  1. 01

    Shopify resources

    Products, availability, customer records, drafts, and orders are read or created through the authorized Shopify connection.

  2. 02

    Embedded merchant back office

    The merchant manages agents, groups, permissions, assignments, rules, branding, and language inside Shopify Admin.

  3. 03

    Protected agent portal

    Authenticated agents access only the customers and sales tools made available to them through the application configuration.

  4. 04

    Order flow and attribution

    The completed order enters the Shopify workflow and is attributed to the application sales channel.

The application records the payment choice configured for order preparation but does not process the payment directly.

Read the privacy policy →

Guided product demo · Demonstration environment

Follow a real demo order from the assigned customer to the portal confirmation.

Four distinct screens show the agent workflow using entirely fictional business data.

Real demo01 / 04
English customer list showing the customer assigned to the demo sales agent and the Create order action
01

Start with the assigned customer

Find the assigned customer, review the orders and revenue already recorded, and start the order directly from that row.

Real application screens from the Otheriver demo store, using entirely fictional people, companies, contacts, and orders. No real payment is processed.

Choose by workflow

Not every B2B solution is designed around the sales representative.

This comparison describes the primary operating focus of each category. It is not a ranking and does not claim that one model is universally better.

Shopify B2B native

Buyer accounts and B2B purchasing

A native Shopify model centered on companies, company locations, catalogs, and authenticated B2B buyers.

Check the plan features and whether the required sales-rep workspace is covered.
Buyer-facing wholesale apps

Wholesale self-service

Solutions commonly centered on giving business buyers a dedicated browsing and purchasing experience.

Check whether customer assignment and representative-led order entry are primary workflows.
Enterprise sales platforms

Broad B2B transformation

Larger platforms can span field sales, commerce, and integration projects beyond a Shopify-first agent portal.

Check implementation scope, system ownership, and ongoing synchronization.
OTHERIVER

Otheriver Agent Portal Suite

A focused hybrid workspace for merchants and sales agents using Shopify as the central catalog, customer, and order system.

Designed around assignment, selling, order entry, and Shopify sales-channel attribution.

Capabilities, requirements, and pricing can change. Verify every alternative with the provider before making a purchasing decision.

Transparent pricing

Choose the team size. Keep every current feature.

All current capabilities are included in every plan, with no order limit, sales commission, or consumption charge.

STARTER

$99USD / month
$990 USD / year

Up to 3 agents

  • All current features included
  • No order or usage charges

SCALE

$299USD / month
$2,990 USD / year

Up to 25 agents

  • All current features included
  • No order or usage charges
30 days freeMonthly or annual billing in USD. Need a larger team or a private rollout? Discuss the scope with Otheriver.Request access →

Configuration

From merchant setup to the first agent order in four stages.

Configuration stays in the merchant back office; the daily workflow stays focused in the agent portal.

  1. 01

    Connect and configure the application

    Review the Shopify connection, visual identity, language, and the settings available to the commercial team.

  2. 02

    Create agents, groups, and permissions

    Prepare the sales-team structure and define access to the relevant operating areas.

  3. 03

    Assign customers and order rules

    Share the correct customer base and configure shipping, payment, and order fields.

  4. 04

    Invite agents and verify the workflow

    Test dashboard, catalog, customer history, and order creation with demonstration data before rollout.

FAQ / SEO

Questions before bringing sales reps into Shopify.

What does Otheriver Agent Portal Suite do?+

It provides B2B sales representatives with a protected portal to manage assigned customers, browse the Shopify catalog, and create customers, drafts, and orders in a controlled workflow.

Who is the application designed for?+

It is designed for companies that sell B2B through field agents, representatives, inside salespeople, or territory sellers and use Shopify as the central catalog, customer, and order system.

Does Otheriver Agent Portal Suite require Shopify Plus?+

No Plus-only application dependency has been identified in the current code and configuration. Shopify Plus is not required for the verified workflow; final compatibility is checked on the merchant's actual plan before rollout.

Can agents create customers and orders?+

Yes. Subject to their permissions and the merchant configuration, agents can create customers and prepare drafts or orders while collecting the configured shipping, payment, and order information.

Does the portal use the current Shopify catalog?+

Yes. Agents browse the connected Shopify catalog and its available product information instead of working from a separate spreadsheet catalog.

Does the application process payments directly?+

No. The portal can present configured payment choices as part of order preparation, but it does not act as a payment processor.

Where does the sales data go?+

The application uses authorized Shopify resources for products, customers, drafts, and orders. Operational configuration and protected portal access are handled by the application infrastructure as described in the privacy policy and security documentation.

Which languages are available?+

The current agent interface supports English, Italian, and Spanish. The first marketing landing is available in English and Italian.

How does it differ from SparkLayer, Pepperi, or RepSpark?+

These products have different scopes: some emphasize buyer self-service, while others cover broader B2B commerce or sales-platform programs. Otheriver Agent Portal Suite is positioned around a focused Shopify-connected workflow for assigned customers and representative-led order entry. Current capabilities should always be verified directly with each provider.

How much does Otheriver Agent Portal Suite cost?+

Starter is $99 per month or $990 per year for up to 3 agents. Growth is $199 per month or $1,990 per year for up to 10 agents. Scale is $299 per month or $2,990 per year for up to 25 agents. Every plan includes a 30-day free trial and all current features.

OTHERIVER / B2B SALES

Bring the sales conversation back into the Shopify flow.

Give agents one branded workspace for assigned customers, the current catalog, and accurate order entry.