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
B2B sales portal connected to 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.
The operational gap
Phone calls, emails, messages, and spreadsheets keep sales moving, but split customer context, product availability, and order entry across different tools.
Assign → Sell → Sync
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.
Use cases
The same controlled workflow supports field visits, inside sales, and distributed commercial teams.
Open the assigned customer, check products and availability, and prepare the order during the conversation.
Replace email and spreadsheet handoffs with a shared customer and order workspace.
Give each commercial group access to the customers and activities relevant to its work.
Operate the agent interface in English, Italian, or Spanish without changing the central Shopify catalog.
Verified capabilities
Every capability described here is confirmed in the current application and included across the current plans.
Create commercial users, organize them in groups, and control access to operational areas.
Assign and share customers so each agent works with the appropriate customer base.
Browse products and current availability from the connected Shopify catalog.
Create customers and prepare drafts or orders from the agent workflow.
Configure the choices and information agents must collect while preparing an order.
Keep previous orders and relevant customer activity available in the workspace.
Read commercial performance through dashboard indicators connected to the portal activity.
Customize the portal appearance and configure the language used by the sales team.
Attribute orders created through the portal to the application sales channel.
Data and responsibility
The hybrid architecture separates merchant configuration from the protected operating portal while keeping the sales flow connected to Shopify.
Products, availability, customer records, drafts, and orders are read or created through the authorized Shopify connection.
The merchant manages agents, groups, permissions, assignments, rules, branding, and language inside Shopify Admin.
Authenticated agents access only the customers and sales tools made available to them through the application configuration.
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
Four distinct screens show the agent workflow using entirely fictional business data.
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
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.
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.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.Larger platforms can span field sales, commerce, and integration projects beyond a Shopify-first agent portal.
Check implementation scope, system ownership, and ongoing synchronization.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
All current capabilities are included in every plan, with no order limit, sales commission, or consumption charge.
STARTER
GROWTH
SCALE
Configuration
Configuration stays in the merchant back office; the daily workflow stays focused in the agent portal.
Review the Shopify connection, visual identity, language, and the settings available to the commercial team.
Prepare the sales-team structure and define access to the relevant operating areas.
Share the correct customer base and configure shipping, payment, and order fields.
Test dashboard, catalog, customer history, and order creation with demonstration data before rollout.
FAQ / SEO
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.
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.
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.
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.
Yes. Agents browse the connected Shopify catalog and its available product information instead of working from a separate spreadsheet catalog.
No. The portal can present configured payment choices as part of order preparation, but it does not act as a payment processor.
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.
The current agent interface supports English, Italian, and Spanish. The first marketing landing is available in English and Italian.
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.
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
Give agents one branded workspace for assigned customers, the current catalog, and accurate order entry.