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Onboard B2B: Company Profiles
- by Helium
- From $50/month. Usage charges apply. Free trial available.
- by Helium
-
Built for Shopify
- From $50/month. Usage charges apply. 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
Starter
$50 / month
Plus usage charges
- Shopify B2B Company application form
- Company approval flow & approval presets
- CSV Company import tool
- Access control: Site lock/Checkout lock
- Multi-language content translation
- Custom fields and conditional form rules
- Email notifications
- 10 Company approvals included monthly
Growth
$100 / month
Plus usage charges
- All features in Starter plan
- Discounted company approvals
- B2B self-service portal
- Self-service company contact invitations
- Self-service company location management
- 25 Company approvals included monthly
Enterprise
$300 / month
Plus usage charges
- All app features
- White-glove onboarding
- Dedicated account manager
- Priority support
- Feature request prioritization
- 200 Company approvals included monthly
