One platform for B2B quotations, approvals, payments, shipments, and campaigns.One platform for B2B quotations.approvals.payments.shipments.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.
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.
Hi {name}, our new switchgear price list is live. Order online and track every step in your panel.
Scheduled · Sat 09:00184 recipients
Dry-run mode
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.
PROFORMA
Total#1042
↓ Download PDF
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.
Main account•••• 4821
DEFAULT
Project deposits•••• 1177
Payment request P-208Receipt uploaded
Paid
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.
Industrial suppliersB2B distributorsElectrical equipment companiesTechnical sales teamsProcurement-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.
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.