Custom Customer Management

The Problem

Standard e-commerce platforms treat customers as individuals. B2B businesses need more:

  • Organization hierarchies: Companies with multiple users, not just individual accounts
  • Role-based access: Administrators, buyers, and viewers with different permissions
  • Custom pricing: Account-specific pricing tiers and discount schedules
  • Self-service management: Organizations managing their own users and access
  • Seat-based purchasing: Buying access for employees rather than individual products

B2C-focused platforms force workarounds that create friction for both customers and staff.


How I Solve It

I build custom customer management systems for B2B complexity:

Organization Structure

  • Company accounts with multiple user members
  • Administrator roles that can manage organization settings
  • Employee invitation and onboarding workflows
  • Organization-level purchase history and billing

Permission and Access Control

  • Role-based permissions (admin, buyer, viewer)
  • Content and product access based on customer tier
  • Approval workflows for large purchases
  • Self-service user management

Custom Pricing and Terms

  • Account-specific pricing tiers
  • Negotiated discount schedules
  • Custom payment terms per organization
  • Volume-based pricing rules

Self-Service Portals

  • Organizations manage their own users without contacting support
  • Seat-based purchasing for training, software, or services
  • Purchase history and invoice access
  • Account settings and preference management

Need This Solution?

If you're facing similar challenges or want to discuss how I can help implement this for your project, I'd be happy to talk.


Common Implementations

Training and Education Organizations

  • Organizations purchase training seats for employees
  • Administrators invite staff and assign enrollments
  • Self-service portal for enrollment management
  • Integration with LMS for automatic course access

B2B E-commerce

  • Customer-specific pricing visible after login
  • Purchase on account with custom payment terms
  • Order history and reordering functionality
  • Multiple ship-to addresses per organization

Membership and Subscription Businesses

  • Organization memberships with user limits
  • Upgrade and downgrade workflows
  • Usage tracking and reporting
  • Renewal management and notifications

The Outcome

B2B customers manage their own accounts without contacting support. Organizations purchase for their teams through self-service workflows. Custom pricing and terms apply automatically based on the authenticated customer. Staff spend less time on account administration and more time on customer relationships.

Implemented for:

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