NEW CRM, SMS campaigns & proforma PDFs →

One platform for B2B quotations, approvals, payments, shipments, and campaigns.

Orderbase AI is the intelligent B2B ordering platform for industrial companies. It replaces phone calls, spreadsheets, and scattered messages with one structured workflow for quotations, CRM, SMS campaigns, payments, and shipments.

Currently powering Iran Niroo's digital B2B quotation and ordering workflow.

Orders

Today · 24 open
OrderCustomerItemsStatusAction
#1042Sahel Electric12Admin review Approve
#1041Mehr Power4Customer confirm
#1039Azar Industrial27Payment received
#1036Kian Switchgear8Shipping
#1033Sepid Cable15Final invoice
6Workflow stages
4+Role-based access levels
CRMDynamic segments
SMSCampaigns & notifications
PDFOn-demand proformas
How it works

From quote request to shipment — fully tracked

Every stage of your B2B order lifecycle lives in one place, with clear ownership and status at each step.

Quote request

Customers or admins initiate quotation requests through a structured digital interface — no more email threads or phone calls.

Admin review

The admin team reviews products, prices, quantities, discounts, and customer details before approving the quote.

Customer confirmation

The customer reviews the approved quote and confirms or requests changes from their own dashboard.

Payment follow-up

Payment requests, payment states, and receipt uploads are handled directly in the platform — no external tracking needed.

Final invoice

After confirmation and settlement, the order advances to final invoice issuance with a clean audit trail.

Shipment workflow

Shipment preparation and delivery statuses are managed separately from the quotation flow for clarity and accountability.

Latest product capabilities

Beyond ordering: customers, campaigns, documents, and payments

New modules that connect your customer data, marketing, and finance operations to the same order workflow.

Advanced CRM & customer segmentationNEW

Manage customer profiles, lifecycle status, attribution, notes, tags, and reusable dynamic segments. Import customer data safely, build audiences from customer and final-order data, and include or exclude customers by tag.

SMS marketing campaign workspaceNEW

Create draft or scheduled SMS campaigns, select CRM segments, add or exclude individual recipients, personalize message content, preview the final audience, and review campaign and recipient-level results. Safety controls include dry-run mode, role-based access, and sending limits.

On-demand proforma PDFNEW

Generate a current proforma invoice directly from the latest quotation, customer, item, discount, and pricing data — ready to download and share without maintaining a separate invoice snapshot.

Payment operations & saved bank accountsNEW

Handle standalone payment requests and receipt uploads, while owners and admins maintain a reusable catalog of company bank accounts for payment operations.

Platform features

Everything your team needs to close orders faster

Purpose-built tools for sales, admin, customer, payment, and fulfillment teams — all in one platform.

Smart quotation workflow

A structured flow for creating, reviewing, approving, and finalizing B2B quotation requests — with no steps missed.

Customer dashboard

Customers access their quotations, order statuses, payment updates, and full order history from one clean dashboard.

Admin control panel

Manage orders, customers, products, status changes, discounts, payment requests, bank accounts, and operational follow-ups from one centralized panel.

CRM & segmentationNEW

Customer profiles, notes, tags, statuses, attribution, import tools, and dynamic audience segments give sales and marketing teams a shared operational view.

SMS campaign managementNEW

Campaign drafts, scheduling, segmented targeting, personalized content, audience previews, delivery reporting, and controlled dry-run or live-send workflows.

Proforma PDF generationNEW

Admins generate an up-to-date proforma PDF from the current approved quotation and customer data in one click.

Order status engine

Staged order statuses handle review, approval, customer confirmation, payment, final invoice, and re-check flows automatically.

Shipment management

Dedicated shipment statuses and logistics-ready workflows separate fulfillment from the quotation process cleanly.

Activity timeline

Track order creation, approvals, discounts, confirmations, payment uploads, and status changes with a full accountability log.

SMS notifications

Key order status changes trigger SMS notifications via Kavenegar, keeping customers informed at every critical stage.

Role-based access

Different access levels for customers, admins, owners, and shipment-related roles — each team sees and does only what it should.

Mobile-first UX

Designed for practical use on desktop and mobile, especially for sales teams and customers working on the go.

Built for

Built for B2B ordering, not simple ecommerce

Orderbase AI is not a regular online shop or a basic order management tool. It's built for companies where every order involves multiple people, custom pricing, and multi-step approvals.

Each order may require

Custom quotation reviewAdmin approvalDiscount calculationCustomer confirmation Payment follow-upFinal invoice issuanceShipment preparationInternal team coordination

Designed for

Industrial suppliersB2B distributorsElectrical equipment companiesTechnical sales teams Procurement-heavy businessesQuote-based sales operationsCompanies moving from manual to digital
Why Orderbase

Replace scattered tools with one clear workflow

Traditional B2B ordering is broken across disconnected channels. Orderbase AI brings every step into one place so teams move faster, make fewer mistakes, and give customers a better ordering experience.

Before Orderbase AI

  • WhatsApp messages for order requests
  • Phone calls for price confirmation
  • Manual price checks for every quote
  • Excel files for order tracking
  • Manual invoices with no audit trail
  • Unclear payment follow-ups
  • Scattered customer requests and status confusion

After Orderbase AI

  • Structured digital quotation flow
  • Admin review and approval in one panel
  • Customer dashboard with full order visibility
  • Payment tracking with receipt upload
  • Proforma PDFs generated on demand
  • CRM segments and targeted SMS campaigns
  • Automatic SMS status notifications
  • Complete activity log for every order
Technical foundation

Enterprise-grade infrastructure under the hood

Built on modern, scalable technology with security and multi-role access baked in from the start.

TypeScriptExpress 5PostgreSQLPrismaRedisJWT + OTPKavenegarPuppeteer
Backend

TypeScript and Express 5 API, with Redis-backed OTP throttling and operational jobs.

Database & storage

PostgreSQL with Prisma ORM and migrations. Object storage for payment receipts and uploaded files.

Frontend

Modern web application with mobile-first responsive UI and a dashboard-based experience for customers and admins.

Authentication

Mobile-number login with OTP and a secure JWT session cookie. Admin-specific customer order creation workflow included.

Integrations

Kavenegar SMS API for OTP and transactional notifications, an SMS marketing provider layer with dry-run and production safety gates, and Puppeteer-based proforma PDFs.

Access control

Role-based access for customers, admins, owners, and shipment teams.

Data modules

CRM customers, tags and segments, products and catalog, orders and items, payment requests and receipts, bank accounts, SMS campaigns, status history, shipments, and activity log.

Delivery

Source-controlled on GitHub with a cloud deployment workflow for the live app.

Ready to digitize your B2B ordering workflow?

See the live platform in action or explore the source code on GitHub.