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Onboard B2B: Company Profiles
- by Helium
- From $50/month. Free trial available.
- by Helium
-
Built for Shopify
- From $50/month. Free trial available.
Simplify B2B onboarding with custom wholesale applications, company approval workflows, and self-service account management for buyers.
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About the Onboard B2B: Company Profiles
This app helps B2B merchants create a modern onboarding process for wholesale buyers using native Shopify B2B features. Customize your wholesale application form with custom fields to collect the data you need from prospective retailers. Set up simple approval flows with revision options, and automatically assign catalogs using conditional logic.
Company contacts can manage their own locations, invite team members, and define user roles. The app includes unlimited CSV bulk import for companies, contacts, and company locations. Site lock and checkout lock features provide access control to prevent unauthorized users from browsing your store or placing orders. Perfect for wholesale businesses looking to automate B2B customer onboarding and let company admins handle their account management independently.
Launched: February 20, 2025
Key features
- 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
Integrations with:
- Checkout,
- Customer accounts,
- Shopify Flow,
- Shopify Admin
Category:
Pricing of Onboard B2B: Company Profiles
Basic
$50 / month
or $500/year and save 17%
- 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
Plus
$150 / month
or $1,500/year and save 17%
- All features from Basic
- Company specific catalog assignment
- Company specific deposit requirements
- Pricing negotiable based on B2B volume
Premium
$300 / month
or $3,000/year and save 17%
- All app features
- White glove onboarding
- Dedicated account manager
- Priority support
- Feature request priortization
