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 tools. Let contacts invite team members and control access to your storefront and checkout.
About the Onboard B2B: Company Profiles
Simplify B2B onboarding with this comprehensive company management app for Shopify Plus. Create and manage wholesale accounts through customizable application forms that capture essential business data. The app integrates with native Shopify B2B features, letting you automatically assign catalogs based on company criteria. Company administrators can invite team members, manage multiple locations, and set user roles. Keep your wholesale store secure with built-in access controls that restrict unauthorized browsing and checkout. Import existing companies, contacts, and locations easily via CSV, while storing all company data in B2B metafields for seamless integration.
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
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
