Onboard B2B: Company Profiles

Name: Onboard B2B: Company Profiles
Brand: Helium
Rating: 5.0 (13 reviews)

Hinnoittelu: Alkaen $50/kuukausi. Ilmainen kokeilu saatavilla.
Tähtiarvio: 5,0 (13)
Kehittäjä: Helium

Asenna

Näytä demokauppa

Wholesale onboarding for Shopify B2B with approval automations

Streamline B2B onboarding with company applications, account approval, and self-management for users

Do you offer a modern onboarding process for B2B buyers? Onboard B2B allows users to create and manage Companies using native Shopify B2B features. Customize your wholesale application form to collect the data needed to approve prospective retailers, and assign catalogs automatically using conditional logic. You can also allow Location admins to add new locations or contacts. Plus, our site lock and checkout lock features ensure only authorized users can browse your store or place orders.

Create companies in Shopify B2B with simple approval flows, including revisions
Use custom fields on wholesale application and save data to B2B metafields
Unlimited CSV bulk import for companies, contacts, and company locations
Allow company contacts to manage locations, invite team members & define roles
Prevent unauthorized checkout or block storefront access with access control

Kielet

Englanti

Tätä sovellusta ei ole käännetty kielelle Suomi

Toimii seuraavan kanssa:

Kassa
Asiakastilit
Shopify Flow
Shopify Admin

Luokat

Työnkulun automaatio

Automaattiset tehtävät

Asiakastunnisteet

Mukautukset

Tilit ja kirjautuminen

Tilin ylläpito

Käyttöoikeuksien hallinta

Hinnoittelu

Valitse yrityksellesi parhaiten sopiva sopimus.

Basic

$50 /kuukausi

tai $500/vuosi ja säästä 17 %

For stores using other Shopify plans

Ominaisuudet

Shopify B2B Company application form
Company account approval
Self-manage portal for companies
B2B storefront and checkout locks
CSV bulk imports for company records
Custom fields and conditional form rules
Email notifications
Multi-language content translation

14 päivän maksuton kokeilu

Plus

$150 /kuukausi

tai $1,500/vuosi ja säästä 17 %

For stores using Shopify Plus

Ominaisuudet

All features from Basic
Company specific catalog assignment
Company specific deposit requirements
Pricing negotiable based on B2B volume

14 päivän maksuton kokeilu

Premium

$300 /kuukausi

tai $3,000/vuosi ja säästä 17 %

Available features based on Shopify plan

Ominaisuudet

All app features
White glove onboarding
Dedicated account manager
Priority support
Feature request priortization

14 päivän maksuton kokeilu

Kaikki maksut laskutetaan valuutassa USD. Toistuvat ja käyttöperusteiset maksut laskutetaan 30 päivän välein. Näytä kaikki hinnoitteluvaihtoehdot

Arvostelut (13)

Kokonaisarvio

Lukumäärä luokitustasoa kohden

100 % arvioista on 5 tähteä
13
0 % arvioista on 4 tähteä
0 % arvioista on 3 tähteä
0 % arvioista on 2 tähteä
0 % arvioista on 1 tähteä

Kaikki arvostelut

26. toukokuu 2026

This has been an amazing app for streamlining our B2B approval process. Every feature we have requested has either been in development, or sent to development team. It's very exciting to see the app grow and it's helped us a lot. Brett has been amazing!

MONTANA WEST U.S.A

Yhdysvallat

5 kuukautta sovelluksen käyttöä

Helium vastasi 27. toukokuu 2026

Wow 🤩 What an amazing review! Thank you, for multiple things:
1. For working with our team and telling us what features would make Onboard B2B better for EVERY merchant and not just your store.
2. For taking the time to leave this review 💪🏼
We're all celebrating this review in the office. You made our day!

15. toukokuu 2026

Very happy with this app so far! Easy to set up and use, and integrates with native Shopify functionality such as customer/company accounts nicely. It's not the cheapest app, but IMO worth it for the features, quality, ease-of-use, clearly active development and quick response from the support team.

I am using this app for a B2B-only store that is open to the public. Anyone can sign up, but users are required to fill in the B2B application form offered by this app if they want to view pricing or place an order. Applications are reviewed for approval by our team using the app. I have customised the store theme to hide pricing/checkout/cart etc from non-B2B users (as far as I have found so far this is not a feature included in the app, perhaps an idea for the future but not sure if this is a common use case!)

I encountered a bug while settings things up, but the team was quick to respond and resolved it quickly as well.

Happ-E-Rides

Alankomaat

4 päivää sovelluksen käyttöä

Helium vastasi 18. toukokuu 2026

Thank you for the excellent feedback! We do offer Storefront Lock and Checkout Lock features, but I'll ask our Customer Success team to reach out to learn more about your use case and the possibility of restricting access to certain Storefront components such as pricing.