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Features – Cloudfy B2B Ecommerce Software B2B Ecommerce Features | Powered by Cloudfy

Best-In-Class B2B Ecommerce Features

Cloudfy’s best-in-class ecommerce software offers you a fast-to-launch, scalable solution to power your wholesale business

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Our on-demand SaaS platform offers you flexibility and feature-rich-functionality to help empower your customers by encouraging self-service habits, reduce your expenses through automation, and increase your sales through a toolset to assist your sales reps.


Cloudfy’s native mobile sales rep app for wholesalers and distributors makes it easier than ever for your sales team to close in-person deals by providing up-to-date information on your products, inventory levels and customer account details. Generate quotes, capture orders and sign-up new customers right on the spot. Learn More


Saas B2B Ecommerce

Cloudfy offers an extended configurable responsive design across all devices, so your customers can easily order online anytime, anywhere. Based on a choice of design templates that is constantly expanded, the platform offers you the full capability to change color, font, style and manage all content, so it easily reflects your brand.

Cloudfy has been created following best practice B2B ecommerce, so you can enjoy a best-in-breed platform truly optimized for B2B ecommerce. Offer your trade customers a B2C experience, whilst catering to the specific needs of B2B companies, and with 4 major updates released each year, you can enjoy a competitive advantage as we’re constantly improving the platform based on the latest B2B ecommerce trends.

Many Cloudfy clients believe that allowing their customers to have a self-service solution (not just from an ordering perspective, but also viewing product stock levels, finding their sales reps, downloading product data and more) is as important as being able to place an order online. To that end, we’ve created a full self-service management system.

Repeat trade customers want the most efficient way to place their orders, as they are likely to know exactly what products they need to order – by SKU, barcode or description. Our Quick Order tool allows customers to build up a very quick order and place it into their cart fast and efficiently, while the repeat purchase functionality allows users to repeat previous orders with just a few clicks.

Allow your customers to find what they need faster with our predictive search by product titles, SKUs, descriptions, EAN numbers. You can also view the search results and terms in the CMS and further fine-tune your search by linking search terms to products.

Cloudfy also helps customers find products more easily through its faceted navigation and product filtering capabilities on the category page. Common product filters include Brand, Size, Color and Price. Filtered results also create part of the URL to allow Google to index it and improve your site’s search performance.

Take your website navigation a step further with multi-select filters which allow your customers to select multiple filter combinations to filter large product categories quickly and easily. An excellent feature for websites with thousands of products.


Cloudfy’s customer ordering app makes it easier than ever for your B2B clients to re-order your wholesale products in a convenient process that empowers your customers, reduces your expenses and increases your sales. This native mobile app works on both iOS and Android. Learn More


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Not all customers may buy or see the same products as others in a B2B business. Cloudfy can allow you to define customer groups and control what information is shared with specific customers. Whether it’s products, promotions, prices or content, Cloudfy can help you specifically target and share the right information with the right customer.

Cloudfy is designed to be highly scalable which is why we offer unlimited products, allowing you to grow your business online rapidly without hitting limits, or your customers experiencing a slowdown. Product data can be easily managed within the CMS, as well as through integration.

Use Cloudfy’s Multi Media Download Library to allow your customers to download product information such as descriptions, SKU, EAN, pricing, images and additional data. Customers can download information for specific products or everything in a category or across the entire website. This feature is particularly useful for large businesses that require detailed product information for merchandising purposes or online retail customers.

Help your customers find the products they need faster by adding attributes such as brand, color, size, occasion and more to products. Once you’ve added attributes, the product filters will become active in the product category. You can also create products which allow customers to select options such as size and color by using configurable product types. Simply group single SKU products under a master product which has defined product options linked to those single SKUs.

Reduce navigation time with Cloudfy’s powerful mega menu feature which shows categories and sub-categories in a large menu view, on desktop. This feature can be switched on/off or replaced with a standard Category navigation menu if preferred.

Define the look and feel of different types of products with Cloudfy’s product listing templates. These can be used with single products, bundles or selectable products. Product templates can also be used to showcase more complex product information or sale and promotional items.


Streamline your operation, improve customer satisfaction and accelerate collections by giving your clients a place to view, print, and even pay all their outstanding invoices 24/7… Learn More


With Cloudfy, you can easily set up various customer groups, allowing for different customers to see a different view. Your customers can also effortlessly manage their own accounts within the platform by resetting passwords, placing orders, viewing previous orders and accessing further information as required.

B2B ecommerce requires flexibility and easy configuration of specific business rules. The work flow management tool allows you to configure your business rules into Cloudfy, to handle different order flows for various customers, account order level authorizations, different warehousing and shipping rules and sub account management.

Cloudfy provides you with the framework you need to support a Quote to Cash business process online. It can be used to streamline the following processes using a single platform: set up, attract leads, turn leads into opportunities, quote, order, fulfill the order and invoice.

With Cloudy you can set customer specific contract pricing based on promotions, order volumes, seasonal expenditure or agreed price quotations. You can also set the terms of the contract to include timeframe, order value, rate of expenditure including rebates, and defined time limits.

Automate your RMA process with Cloudfy’s returns handling feature. This can be done through manual management or integration with your back-office ERP and warehousing systems. All you need to do is set rules within the workflow to define how a return is handled and processed.

Many Cloudfy clients believe that allowing their customers to have a self-service solution (not just from an ordering perspective, but also viewing product stock levels, finding their sales reps, downloading product data and more) is as important as being able to place an order online. To that end, we’ve created a full self-service management system.

Set up different price lists through Cloudfy or via systems’ integration and associate them with different customer groups. Cloudfy also offers a hybrid trade/retail pricing functionality which requires your users to login to view trade prices, while MSRP/retail prices are publicly visible allowing non-trade customers to purchase without having to login with the guest checkout mode.


For companies with complex product configurations, Cloudfy’s enhanced CPQ feature, integrated with your CRM or ERP, can help you and your customers save time and effort by automating quotes and generating accurate pricing quickly…  Learn More


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Take advantage of Cloudfy’s optimized checkout process and design. Our one click checkout process has also been designed to reduce the user journey and improve checkout conversion rates.

No payment data is stored or transacted on Cloudfy. Instead it is processed by trusted 3rd party payment providers who hold PCI DSS level 1 security compliance. You can also take advantage of a series of payment options which is continually evolving, such as Sage Pay, PayPal Express, on account, cheque/BACS (manual) and more.

Your customers will be able to review their order activity on login, making it easy to print off invoices and orders, or view order status. Additionally, customer orders are visible from the CMS and the powerful management system allows you to quickly see customer order history, order patterns and send targeted newsletters and promotional emails based on this data.

With Cloudfy you can easily place orders against a customer account with our telephone ordering functionality which is managed through the Admin CMS. This enables you to add/remove products, select customer, take credit card payment, place in the customer’s cart or allow payment on account.

Once logged in, your customers are only one button away from repeating their previous order. By pressing the ‘Repeat Order’ button, all the items from the previous order are added to the cart immediately. A convenient solution which is excellent for customers who regularly place similar or identical repeat orders, saving them a lot of time.

Delivery and pricing are often what makes the difference between competing companies and how they operate. We want to give our customers a competitive edge, so we’ve created a highly customizable delivery matrix which includes a variety of options such as standard minimum order values, free delivery over X, post code based delivery charges, next day delivery options, product based delivery options and more. This flexible delivery management system will provide you with more opportunities to ensure that you are charging correctly for delivery.

Help your customer service team provide impeccable support for your users through the Cloudfy Customer Service Center module. Customer service teams can help customers place orders, select the right items, view products, and look at customers’ previous order history, order patterns, as well as review items they have looked at.


If your products are bespoke, you can find out exactly what your customer is looking for and be ready to provide them the best possible solution. Minimize the risk of errors caused through manual data entry… Learn More


Say goodbye to costly, complex business systems that are a headache to implement and manage. Cloudfy has been created as a straightforward ecommerce solution which allows you to manage your entire website through our user-friendly Admin CMS system, so you can spend less time managing your online business and more time growing it.

Cloudfy, designed from the outset to be highly configurable with the help of simple ‘how to’ guides, allows the site merchant to control every aspect of the online experience. From front end look and feel to complex pricing rules, customer and product setup, Cloudfy is fully configurable. Our Professional Services team work with you on the initial setup and are available on an ongoing basis to support any queries you may have.

Whether you already have international customers or plan to grow your business abroad, Cloudfy has industry standard features designed to facilitate international sales. Combined with a highly configurable tax engine, Cloudfy provides the flexibility to allow you to add multiple currencies which can be set manually using a site-wide currency calculator, a separate price list or automatically using real time data once a day. You can also add multiple languages either manually by defining the country and the local content, or dynamically using Google Translate.

Define access control and rules based at both user and group level from a customer ordering and administration perspective. Customers can add sub accounts, departments, regional buying divisions with set authorization levels, access and visibility. For example, a user at the head office can purchase items for all delivery addresses, but a regional user may have view access or a spend limit with delivery to a certain address set. In addition, the same applies to the administration of Cloudfy – you can set roles and define access to individual users so your Cloudfy site always remains secure.

Trade across multiple regions, under separate brands or in different business models such as D2C with Cloudfy Multi Store. Have separate stores for different countries, a retail store, a separate brand B2B store – all under the same Cloudfy instance which flexible and scalable to grow with your business. Stores can remain on the same URL, or on separate URLs depending on the configuration you require.

Trade across multiple regions, under separate brands or in different business models such as D2C with Cloudfy Multi-Store. Have separate stores for different countries, a retail store, a separate brand B2B store – all under the same Cloudfy instance which is flexible and scalable to grow with your business. Stores can remain on the same URL, or on separate URLs depending on the configuration you prefer.

The Cloudfy Punchout module provides built in punchout capability on a customer by customer basis. Enabling cXML integration and direct order placement, Cloudfy merchants can offer Punchout ordering to their customers. This has become increasingly widely used by larger companies. Cloudfy also offers full Punchout integration with all major systems.


The ability to easily manage your product information comes built-in to the Cloudfy platform. Or, if you prefer to house all your product details in your ERP or a separate PIM software, Cloudfy can integrate with those third party data sources too… Learn More


What Does GDPR Mean For B2B Ecommerce?

At the heart of Cloudfy is flawless systems’ integration with major back office, accounting, warehousing and ERP systems. This is achieved through our innovative API technology designed to work in a standard way between the 3rd party system and Cloudfy. In addition, Cloudfy has a separate integration system which can receive data in a range of formats and even transform it using our data transformation engine into a suitable format for ecommerce.

Security is our highest priority and we go through a continual process to keep our customers’ sites secure. As standard, all our sites have an SSL certificate applied across the entire website which is renewed every 2 years.

Cloudfy, by its nature as a cloud B2B ecommerce solution, offers high availability hosting with multiple fail-over facilities. Hosted in the US, UK and Asia, Cloudfy is designed to offer maximum availability, performance and up time, ensuring you are always available online to serve your customers.

Cloudfy is a fully hosted solution and hosting is provided within the ongoing monthly fee. Cloudfy is hosted in global ISO27001 compliant data centers offering the highest levels of performance and availability, 24/7.

Utilizing Opayo’s fraud detection system, you can quickly identify and cancel fraudulent orders. Opayo (formerly Sage Pay) allows you to tighten payment requirements and implement 3D secure authentication to further reduce fraud.

With a range of built-in reports, Cloudfy provides you with all the information you need to run your business. Cloudfy reporting can be configured to provide further insights as required. Integration into Google Analytics and Microsoft Power BI are also provided as standard.

Cloudfy is scanned every 24 hours for PCI security compliance. No payment data is stored or transacted on the platform, instead being processed by 3rd party payment providers who hold PCI DSS level 1 security compliance.


Multi-level authorization allows your customer to complete their purchase approval process and confirm their order easily within your site. Their order will only be confirmed when specific approvals… Learn More



We know how important it is being able to measure the performance of your website, which is why as standard, Cloudfy offers Google Analytics integration. Simply add your Google Analytics account code to activate and start tracking. This can be configured within the admin system with ease and it will provide you with real insights into how your site is being used. Cloudfy also offers integration with Google’s Merchant Center so you can take advantage of Google Shopping ads.

Take advantage of a powerful merchandising and promotions engine to drive new sales via your Cloudfy website. Offer codes, discounts, special offers and step outside of normal pricing rules to market tactically when needed.

With Cloudfy, you can enable promotions to appear on your ecommerce website at set times or if certain criteria are met. For example, if an order is over $500, you can offer a free item, discount code or discount everything in a category by 10%.

Cloudfy’s Blog and News system allows you to add blog entries with images and formatted text. Use the blog management tool to easily create blog entries, news and other information for your customers. Content is key to marketing your business and an active blog and news section can help you engage with new and existing customers, whilst also building credibility in your market.

Make the most of email marketing with Cloudfy’s in-built features such as ‘Email a Friend’ which allows your customers to email product pages to a contact and share information about a product, or our very own Newsletter System. This enables you to create, edit, manage and send targeted emails to your customer base and design newsletters with our powerful WYSIWYG editor. Additionally, Cloudfy can also be integrated with 3rd party email marketing platforms such as Mailchimp.

Cloudfy is designed to give you easy access to its functionality through the admin Content Management System (CMS). All major aspects of the site can be controlled from here giving you access to add, edit, delete static pages, and edit product, category and promotional content. Pages have a pre-defined layout and there are plenty of static pages which can be edited, such as: About Us, Contact Us, News, Delivery Information, Advice and Information, Terms and Conditions, Returns Policy, Privacy Policy, FAQs and more.


Cloudfy that can transact with your different customers based on their unique connection requirements – whether AS2 EDI, cXML, API, FTP, Punchout and more… Learn More


Launch and manage multiple stores from a single platform. This overcomes the challenges of synchronizing and maintaining multiple sites, inventory, and business processes. It’s even possible to create a specific storefront for each major customer… Learn More


Heineken needed to quickly deploy a B2B ecommerce solution to allow their wholesale customers to order online 24/7. From their P.V. Union Brewery in Slovenia, the new client ordering portal would serve nearby bars, restaurants, and distributors with their daily, weekly and monthly orders… Read More