Getting Started with the Ciloo Portal – Ciloo Support

The Ciloo Portal shows you everything in the Ciloo product catalog (our PIM) in one place, so you can do your job faster: find products, build offers for customers and look up customer details. Products, prices and delivery countries come straight from the catalog, so you always work from current data.

The portal is the source of truth for every product in the catalog.

Products in the catalog: always find them and build the offer in the portal.
Special requests, or products not in the catalog (for example, apparel and merch in the United States today): use other sources.
A mix of both: take the catalog products from the portal. Source the others manually and put the two together separately.

Open it at portal.ciloo.com and sign in with your ciloo.com Google account. There is no separate password.

(Video) Walkthrough: Introduction to the Ciloo Portal

Video coming soon.

What you can do

#	Task	Step-by-Step Instructions
1	Explore the catalog and find products	Find products in the catalog
2	Save products to a curated list, to download or turn into an offer	Save products to a curated list
3	Build an offer for a customer, with AI or by hand	Create and share offers
4	Send the offer to the customer and get their answer	Create and share offers, part 4
5	Look up a customer and their details	Manage customers and users
6	Add or edit customers, and choose who is an admin	Manage customers and users

1. Explore the catalog and find products

In short: find the right product for a customer in the catalog.

What you can do: browse by category, search, or filter by material, print technique, colour, size and delivery country. Or describe what you need to Build with AI, for example "Do you have Bluetooth speakers in Australia?". Open a product to see its price per quantity, minimum order, production time and delivery countries.

Step-by-Step Instructions: Find products in the catalog

2. Save products to a curated list

In short: keep a shortlist of products while you browse, in your curated list.

What you can do: add products from any product page, download the list as PDF or Excel, and turn the whole list into an offer in one step.

Step-by-Step Instructions: Save products to a curated list

3. Build an offer

In short: put together an offer for a customer or prospect in Offers.

What you can do: describe what the customer needs to Build with AI and get a draft offer in a few minutes, or build it by hand from scratch or from your curated list. Choose the markets and the product level (Standard, Premium or Sustainable), pick a recommended product with alternatives for each market, and create pictures with AI for products that have none.

Step-by-Step Instructions: Create and share offers

4. Send the offer and get an answer

In short: share the offer as a link the customer opens without logging in.

What you can do: click Copy offer link, paste it into your email to the customer, and set the status to SENT. The customer sees the products, prices and alternatives, and clicks Accept this offer or Request a change, which opens an email to you. For a change, update the offer and the same link shows the new version. When they accept, set the status to ACCEPTED.

Step-by-Step Instructions: Create and share offers, part 4

5. Look up a customer

In short: find any customer in Customers.

What you can do: search the list and open a customer to see their contacts, CSM owner, currency and pricing. Everyone can do this.

Step-by-Step Instructions: Manage customers and users

6. Manage customers and admins (admins only)

In short: keep the customer list up to date and decide who can change it.

What you can do: add and edit customers, set a customer who leaves to Churned, and change someone's role between User and Admin in Users.