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Onboard B2B: Company Profiles

Onboard B2B: Company Profiles

  • by Helium
  • From $150/month. Free trial available.

Manage B2B wholesale accounts with custom application forms, automated company approvals, and self-service user management. Control store access and let approved contacts manage their team.

  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot
  • Onboard B2B: Company Profiles Screenshot

About the Onboard B2B: Company Profiles

Simplify B2B onboarding with this comprehensive company management solution for Shopify Plus. Create and approve wholesale accounts through customizable application forms that capture essential business information. The app saves company details directly to Shopify B2B metafields and enables conditional catalog assignments. Company administrators can invite and manage team members within their organization, controlling access and permissions. Keep your wholesale store secure with built-in site access controls and checkout restrictions that ensure only authorized buyers can view products and complete purchases. Need updates to an application? Request revisions without starting over, making the approval process smooth for both merchants and B2B customers.

Key features

  • Create companies in Shopify B2B with simple approval flows
  • Add custom fields to your wholesale inquiry form and save to Company metafields
  • Incomplete application? Request revisions without requiring a new application
  • Assign location admins and let them manage locations and team member roles
  • Prevent unauthorized checkout or block storefront access with access control

App highlights:

    • Use directly in Shopify admin
    • Works with the latest themes

Integrations with:

  • Checkout
  • Customer accounts

Pricing of Onboard B2B: Company Profiles

Core

$150 / month

or $1,500/year and save 17%
  • Shopify B2B Company application form
  • Company account approval
  • Self-manage portal for company contacts
  • B2B Storefront lock
  • B2B Checkout lock
  • Email notifications

Pro

$300 / month

or $3,000/year and save 17%
  • All features from Core
  • Dedicated account manager
  • White glove onboarding
Install from Shopify App Store

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