Your business. One portal. Every process under control.
With the iCB Portal platform you bring customers, tasks, documents, invoices and internal workflows together in one central system – without an IT department of your own.
Ideal for transport, trades, construction, service providers and growing SMEs.
1 system
instead of Excel, paper & WhatsApp
7 days
free trial, no obligation
0 IT
no in-house IT department needed
Everyday reality in many companies
Excel, paper, emails and WhatsApp create chaos.
Customer data sits in a spreadsheet, tasks are agreed over WhatsApp, invoices are created in yet another tool and important documents disappear into the inbox. Information is scattered, hard to find, and nobody has the full picture.
Excel lists
Maintained in several places, quickly out of date, nobody has the current version.
Paper forms
Time-consuming, hard to search through and easily lost.
Inbox chaos
Important agreements and documents get buried in the mailbox.
WhatsApp & word of mouth
No traceability, no central documentation.
The solution
One central portal for your operational processes.
The iCB Portal platform is a central company portal for small and medium-sized businesses. Customers, tasks, documents, invoices, employees and internal workflows – digitally organised in one place.
- No server, no installation – you sign in and get started.
- Everyone on your team works with the same, up-to-date data.
- Clear roles and permissions instead of uncontrolled Excel copies.
- Grows with your business – from trial access to a fully custom solution.
Product tour
This is what your portal looks like.
A real look inside the platform – from the dashboard through invoicing to route planning. Every screenshot shows the iCB Portal platform with demo data.
Central overview
All the key areas of your business at a glance: outstanding invoices, active jobs, tasks and operational signals.
Customers & master data
Manage customers, contacts and billing contacts in a structured way – centrally, instead of across scattered lists.
Invoices & quotations
Create quotations and invoices directly in the portal, issue them as a PDF or e-invoice and follow their status.
Workboard
Organise projects, tasks, statuses and responsibilities transparently – everyone knows what is coming up.
Finance Center
Spot outstanding amounts, overdue invoices and anything that needs attention straight away – including payment reminders at the click of a button.
Calendar & planning
Keep jobs, routes and appointments clearly organised in the weekly and monthly plan – absences included.
Modules
Everything your day-to-day operations need.
Activate only the modules you really need – the platform grows with your business.
Customer management
All customer data, contacts and histories centrally at hand.
Tasks & workboard
Plan and assign tasks and follow progress in real time.
Invoices & quotations
Create and manage quotations and invoices directly from the portal.
Document management
Store contracts, receipts and files centrally and find them again.
Employees & roles
Manage employees and set access rights clearly.
Calendar & planning
Plan appointments, jobs and resources at a glance.
Payment reminders & Finance Center
Keep track of incoming payments and automate your dunning runs.
Reports & overview
Key figures and reports at a glance instead of searching through spreadsheets.
Built around real business needs
Shaped by real operational workflows.
The iCB Portal platform is built on practical requirements from real client projects – from day-to-day administration through invoicing and documents to internal workflows.
Use case
Transport & logistics
Manage routes, documents, invoices, working hours and operational processes centrally – shaped by our work with transport companies such as Reichenberg Transporte.
iCB DispoDeskUse case
Construction & trades
Organise quotations, projects, appointments, documents and invoices in a structured way – from the first quotation through to payment.
Use case
Service businesses & SMEs
Bring customers, tasks, employees and internal processes together in one place – with clear roles and workflows you can trace.
Your benefits
Less effort. More control.
Less manual work
Recurring tasks run digitally instead of by word of mouth or in Excel.
Clear responsibilities
Every task has an owner and a status you can trace.
Fewer errors
Data is maintained once and stays consistent everywhere.
Better overview
All processes, key figures and tasks at a glance.
Up and running sooner
No server, no installation – simply get started.
Scales with your business
From a handful of users to many: the portal grows with you.
The right package for every company size.
Enquire with no obligation – no automatic payment and no subscription lock-in. We get back to you personally with the next steps.
How getting started works
Your own company portal in just a few steps.
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01
Choose your package
Pick the package that fits, or start with the free trial access.
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02
Send your enquiry
Tell us briefly which areas of your business you want to digitise.
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03
We prepare your portal
We set up your access and configure the most important settings.
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04
Try it for 7 days
Take your time to see whether the platform fits your business.
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05
Grow together
If everything fits, we extend the portal step by step to suit your needs.
No commitment at any point: no contract and no payment obligation arise automatically.
Frequently asked questions
Everything that matters, at a glance.
No. The iCB Portal platform is designed so that small and medium-sized businesses can get started without an IT department of their own.
No. Both the trial access and the package enquiry are without obligation. We will get back to you with the next steps.
Yes. Depending on the package, several users can work with roles and permissions to match.
Yes. Depending on the package, modules, workflows and views can be adapted to the requirements of your business.
We discuss together whether the platform fits your business and which package makes sense.
Yes. Depending on the data structure, customer, invoice or document data can be prepared or migrated.
It is particularly suited to transport and logistics, trade businesses, construction companies, service providers and small to medium-sized businesses with a lot of operational work.
No. At this stage it is only an enquiry with no obligation. Everything else is agreed personally.
Enquiry with no obligation
Request a package or ask for trial access
No automatic payment, no subscription. You send us your enquiry and we get back to you personally with the next steps.