Onboard B2B: Company Profiles
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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
Lingue
Inglese
Questa app non è disponibile in Italiano
Funziona con
- Check-out
- Account cliente
- Shopify Flow
- Pannello di controllo Shopify
Categorie
Attività di automazione
Gestione account
Controllo di accesso
Prezzi
Shopify Basic
$25 /mese
o a $250/anno con un risparmio del 17%
Funzionalità
- Shopify B2B Company application form
- Company account approval
- Self-manage portal for company contacts
- B2B Storefront lock
- B2B Checkout lock
- Email notifications
Prova gratuita di 14 giorni
Shopify Grow
$50 /mese
o a $500/anno con un risparmio del 17%
Funzionalità
- Shopify B2B Company application form
- Company account approval
- Self-manage portal for company contacts
- B2B Storefront lock
- B2B Checkout lock
- Email notifications
Prova gratuita di 14 giorni
Shopify Advanced
$75 /mese
o a $750/anno con un risparmio del 17%
Funzionalità
- Shopify B2B Company application form
- Company account approval
- Self-manage portal for company contacts
- B2B Storefront lock
- B2B Checkout lock
- Email notifications
Prova gratuita di 14 giorni
Shopify Plus
$150 /mese
o a $1,500/anno con un risparmio del 17%
Funzionalità
- Shopify B2B Company application form
- Company account approval
- Self-manage portal for company contacts
- B2B Storefront lock
- B2B Checkout lock
- Email notifications
Prova gratuita di 14 giorni
Tutte le spese sono fatturate in USD. Per gli addebiti ricorrenti e le spese basate sull’utilizzo ricevi una fattura ogni 30 giorni. Vedi tutte le opzioni di prezzo
Recensioni (10)
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This was the missing to B2B on Shopify. Shopify itself has a few quirks and needed enhancements but this app took care of so many issues that were causing lost time and inefficiencies. The support is great and walks through set up until you are ready to go live. They are extremely knowledgable about their app and just the overall operations of Shopify. Highly recommend Josiah and the team.
Thank you for leaving this review 😊 It's great to hear that Josiah was able to show you some of his extensive Shopify knowledge. It's our mission to empower merchants to make the most of the Shopify platform 💪🏼 Don't hesitate to reach out to us with any further questions, thoughts or concerns. We're here for it!
This app and its excellent support team have been true partners in enhancing our Shopify B2B presence. Their deep expertise in Shopify has proved invaluable to us. 5/5 - highly recommend!
Thank you so much for persevering and leaving us this review! We know there were some technical issues that made it difficult for you 🫠
We genuinely appreciate your feedback and for taking the time to chat with us about Onboard in the first place. We're always here if you have any questions or suggestions, and again, thank you for taking the time to leave this review 😊
This app has significantly improved the user experience of our dedicated B2B store. It’s made the sign-up process far more automated and standardized—especially with the ability to save data directly to the company profile in Shopify. It’s also added valuable functionality for our customers to manage their company accounts, including permissions, addresses, and more.
Wow, thank you so much for this review 🤩
Taking the time to thoughtfully lay out what you've found so helpful in Onboard, is amazing. Thank you! We hope to continue saving you time and enabling your customers to manage their accounts. Please don't hesitate to reach out to us with any questions or even suggestions on how to make the app better!
Assistenza
Assistenza per l’app fornita da Helium.
Risorse
Questo sviluppatore non offre assistenza diretta in Italiano.
Lanciata
20 febbraio 2025 · Changelog
Accesso ai dati
Questa app deve accedere ai seguenti dati per funzionare con il tuo negozio. Scopri perché su informativa sulla privacy degli sviluppatori.
Visualizza dati clienti:
Dati sensibili
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Dati sensibili
Nome, indirizzo email, numero di telefono, indirizzo fisico
Visualizza dati di staff e collaboratori:
Proprietario del negozio
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Proprietario del negozio
Nome, indirizzo email, numero di telefono, indirizzo fisico
Visualizza e modifica i dati del negozio:
Clienti, prodotti, aziende, Shopify Functions, Negozio online, Pannello di controllo Shopify
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Modifica clienti
Dati dei clienti
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Modifica prodotti
Prodotti, collezioni
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Modifica aziende
Aziende
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Visualizza Shopify Functions
Convalide del carrello e del check-out
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Modifica Negozio online
Tema, definizioni dei metaobject, metaobject
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Modifica il pannello di controllo Shopify
File
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Visualizza altri dati
Impostazioni locali, sedi
In primo piano
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