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What is Portal Wholesale CRM?
Portal Wholesale is a wholesale-focused sales platform that combines CRM functionality, order management, buyer discovery, meeting scheduling, and B2B marketplace capabilities into a unified system built specifically for fashion wholesale businesses. Created for wholesale brands, showrooms, and sales reps, Portal Wholesale replaces spreadsheets and disconnected sales tools with a centralized platform designed around seasonal selling cycles, linesheets, products, markets, and buyer relationships. The platform allows sales teams to manage prospects, accounts, contacts, deals, orders, and follow-up workflows while syncing all communication directly from Gmail through an integrated CRM extension. Portal Wholesale includes advanced scheduling tools optimized for showroom operations and trade shows, allowing brands to coordinate buyer appointments, round-robin scheduling, market calendars, and rep availability in one system. The platform also supports complete order and linesheet management with detailed visibility into seasons, products, line items, shipments, and revenue attribution across the wholesale pipeline. Integrations with Joor and NuOrder allow teams to synchronize orders and wholesale operations while maintaining pipeline visibility inside Portal Wholesale. In addition to CRM and sales management tools, Portal Wholesale operates a curated wholesale marketplace where more than 150,000 active retail buyers discover brands and source products, helping brands generate inbound leads and buyer engagement directly inside the platform. Teams can share branded linesheets, lookbooks, and assets using tracked links that provide engagement analytics and buyer activity insights within the CRM timeline. Built specifically for fashion wholesale rather than adapted from generic CRM software like Salesforce or HubSpot.
What is Keystone?
Keystone is the first operating system tailored specifically for B2B ecommerce brands that are involved in wholesale transactions. Today, numerous wholesale teams encounter difficulties as they attempt to merge various disconnected tools for lead generation, customer relationship management, order fulfillment, and accounts receivable. This often results in stalled deals, missed orders, and slowed cash flow. Keystone addresses these challenges by offering a comprehensive lead-to-cash process within a single platform, expertly integrated with Shopify, which effectively fills the gaps in existing systems.
Instead of forcing brands to cobble together separate solutions like Elastic, RepSpark, or NuOrder—each tackling only a small piece of the wholesale puzzle—Keystone presents an all-encompassing system that monitors a buyer's journey from the first inquiry right through to final payment. Such integration not only reduces the workload on teams but also diminishes the likelihood of miscommunication between sales and operations while increasing clarity around revenue-generating factors. With Keystone, organizations can enhance their operational efficiency, allowing them to concentrate more on their growth strategies and customer relationships. Ultimately, this streamlined approach empowers businesses to reach their full potential in the competitive ecommerce landscape.
Media
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API Availability
API Availability
Pricing Information
$49/month
Free Trial Offered?
Pricing Information
$299
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
Portal Wholesale
Date Founded
2025
Company Location
United States
Company Website
portalwholesale.com/crm
Company Facts
Organization Name
Keystone B2B LLC
Date Founded
2025
Company Location
United States
Company Website
keystoneb2b.io
Categories and Features
Apparel Management
Not specified
Appointment Scheduling
Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
CRM
Calendar/Reminder System
Call Logging
Document Storage
Mobile Access
Segmentation
Task Management
Territory Management
Inside Sales
Dashboard
Data Management
Lead Capture
Lead Distribution
Performance Management
Sales Engagement
CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics
Sales Automation
Task Management
Templates
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Pipeline Management
Reporting / Analytics
Task Management
Categories and Features
B2B eCommerce
Not specified