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Onboard B2B: Company Profiles

Onboard B2B: Company Profiles

By Helium

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5 (10 reviews)

Streamline B2B onboarding with company applications, account approval, and self-management for users

View on Shopify App Store

About this app

Simplify your B2B sign-up process! Onboard allows users to create and manage Companies using native Shopify Plus B2B features. Customize your wholesale application form to collect the data you need to approve prospective retailers and assign catalogs automatically using conditional logic. You can also allow company contacts to invite and manage other company buyers at that location. 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

Features

  • Approve requests
  • Restrict access
  • Hide content
  • Lock pages

Pricing

Core
$150
  • Shopify B2B Company application form
  • Company account approval
  • Self-manage portal for company contacts
  • B2B Storefront lock
  • B2B Checkout lock
Pro
$300
  • All features from Core
  • Dedicated account manager
  • White glove onboarding
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App Info

Launched: February 20, 2025 ·
Languages: English
Works with: Shopify Admin
Developer: Helium

Personalised Shopping Journey

Glood offers a data-driven personalized shopping experience at every touchpoint of the buyer journey.

Upsell & Cross-sell

Gain more revenue with AoV boosters such as checkout funnels, bundles and smart-pop-ups.

Glood App Interface

Why Choose Glood

Book a demo and get free set-up and customisation to start getting results delivered for your online store now.

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Case Study Background
Logo

50%

Increase in CTR

20%

Increase in Time Spent on Page

40x

Return on Investment

GAP; a worldwide clothing and accessories retailer, came to us with a challenge. They wanted a custom recommendation model based on visitors' recent buying history.

Find out how Glood came up with a solution and the results it drove for the business.

Choose the Right Plan

BASIC

$19.99 / month

All the basics for a new online store

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What you get

Product Recommendations

Personalized Recommendations

Visual Editor

10,000 widget serves/month

Most Popular

PRO

$69.99 / month

Level up your Marketing & Operations

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All BASIC Benefits and:

Bundle Discounts

Mobile App Personalization

Multilingual and Translation Support

Third-Party Integration

Custom Widget Templates

100,000 widget serves/month

PLUS

$299.99 / month

Increase Revenue Fast and Efficiently

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All PRO Benefits and:

A/B Testing

Checkout Funnels & Upselling

Headless Software

Advanced Integration

Advanced Customizations

500,000 widget serves/month

ENTERPRISE

Custom Pricing

Personalised Commerce Experiences at Scale

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All Plus Benefits and:

Segmentation

Custom Recommendations Model

Advanced Product Classification

Custom Support Manager

A/B Testing

Personalized Email Widgets

Smart Bundles & Pop-Ups

More than 1,000,000 widget serves/month

Demo Collage

Book A Demo

Book a demo and get free set-up and customisation to start getting results delivered for your online store now.

BOOK A DEMO