Shopify Customer onboarding apps 2025

Wholesale Gorilla

$34.95-$149.95 / Month

9.2

288 Reviews

A comprehensive suite of B2B solutions for your store. Show more

Wholesale Gorilla is a powerful app designed for Shopify store owners who want to offer a seamless wholesale shopping experience for their approved customers. It simplifies the process by allowing businesses to set wholesale price rules while also providing an extensive array of features such as net terms, custom shipping options, order limits, product exclusions, quantity breaks, and more. The app is designed to drive sales with B2B custom pricing, manage discounts, and automate inventory management, making it a comprehensive solution for businesses looking to enhance efficiency. With a commitment to exceptional customer service, Wholesale Gorilla offers expert support 24/7 to ensure smooth onboarding, troubleshooting, and optimization. The app offers a quick installation process and easily integrates with existing Shopify stores, catering to businesses of all sizes with scalable pricing tiers. Experience wholesale, simplified with Wholesale Gorilla's user-friendly interface and robust features.

Show less

Quantity breaks

Automated order processing

Order limits

Custom shipping

Product exclusions

Net terms

Install App

Tezi‑B2B

Claim Offer

Tailored B2B signup forms for efficient wholesale customer Show more

Tezi‑B2B is a powerful Shopify plugin designed to enhance the wholesale customer onboarding process. With fully customizable B2B signup forms, merchants can effortlessly align the registration experience with their brand's identity and unique requirements. This app significantly reduces administrative workload by simplifying the viewing and management of customer applications through an intuitive dashboard. It eliminates the necessity for coding expertise, providing a professional and seamless signup experience tailored to each merchant's needs. By improving data collection and streamlining customer acquisition, Tezi‑B2B offers a hassle-free integration with existing themes. This solution effectively addresses the challenges of B2B onboarding, empowering merchants to focus on growing their wholesale business efficiently.

Show less

Theme integration

Customizable signup forms

Easy-to-use dashboard

Install App

Sender ‑ Auto Account Invite

$3.5-$15 / Month

(1/5)

2 Reviews

Claim Offer

Bulk & automatic account invites to activate customer accounts Show more

Sender - Auto Account Invite is a powerful app designed to improve Shopify stores by automating the process of sending customer account invites. This app is particularly beneficial for busy merchants, as it simplifies the onboarding process, making it easier for customers to create accounts and engage with the store. By enhancing the user experience, the app fosters increased customer loyalty, which can translate into higher sales for businesses. The app also offers features such as automated account invitations, scheduled sending, and comprehensive analytics and reporting. These tools provide valuable insights for store owners, helping them to streamline operations and refine their customer relationship management strategies. Ultimately, Sender - Auto Account Invite serves as an essential tool for growing businesses looking to optimize their customer engagement and operational efficiency.

Show less

Analytics and reporting

Automated account invitations

Scheduled sending

Install App

Perfect Portal

Claim Offer

Streamline legal onboarding with integrated forms, calculators, and client reviews. Show more

Perfect Portal is a cutting-edge digital onboarding and client-centric solution designed specifically for law firms, excluding residential conveyancing. With Perfect Portal, you can effortlessly integrate Intake Forms and Website Calculators directly onto your website, allowing clients to self-generate quotes and streamlining the collection of vital client information. This innovative app also lets you showcase glowing client reviews on your website, highlighting your law firm's expertise and dedication to client satisfaction across various legal fields. Join over 5,000 legal professionals who have already optimized their client interactions and saved valuable time with this award-winning tool. Perfect Portal enables your firm to capture, manage, and convert leads with ease, offering a fully branded onboarding process from the first contact to ensure a seamless client journey. Experience the transformative power of Perfect Portal today and focus on what truly matters – delivering exceptional legal services.

Show less

Integrated intake forms

Website calculators

Client reviews display

Add to Site

ES Customer Approval

$7-$30 / Month

Claim Offer

"Enhance security: Approve and manage customer sign-ups on Shopify." Show more

ES Customer Approval is a sophisticated security tool for Shopify, designed to enhance the registration process by allowing store owners to review and approve new sign-ups. Tailored for wholesalers, B2B, and exclusive stores, this app helps prevent spam and ensures that only verified customers can gain access to your offerings. Store owners have the flexibility to customize registration forms, incorporating fields such as ESIN and options for file uploads, adapting the process to suit specific business needs. The app provides a centralized dashboard where registrations are displayed for easy management, allowing for quick approvals or rejections of potential shoppers. Once approved, customer details are seamlessly integrated into Shopify, with information stored securely as meta-fields. By granting complete control over customer entry, ES Customer Approval empowers store owners to maintain a secure and exclusive shopping environment.

Show less

Approve customer sign-ups

Customize registration forms

Prevent spam access

Manage approval dashboard

Store details securely

Install App

Tezi‑B2B

Claim Offer

Tailored B2B signup forms for efficient wholesale customer Show more

Tezi‑B2B is a powerful Shopify plugin designed to enhance the wholesale customer onboarding process. With fully customizable B2B signup forms, merchants can effortlessly align the registration experience with their brand's identity and unique requirements. This app significantly reduces administrative workload by simplifying the viewing and management of customer applications through an intuitive dashboard. It eliminates the necessity for coding expertise, providing a professional and seamless signup experience tailored to each merchant's needs. By improving data collection and streamlining customer acquisition, Tezi‑B2B offers a hassle-free integration with existing themes. This solution effectively addresses the challenges of B2B onboarding, empowering merchants to focus on growing their wholesale business efficiently.

Show less

Theme integration

Customizable signup forms

Easy-to-use dashboard

Install App

Bouncer Age Verification

Claim Offer

Bouncer allows you to be sure of the age of your buyers. Show more

Bouncer Age Verification is an advanced app designed to help modern businesses verify the age of their users with precision and ease. Leveraging cutting-edge facial biometric technology and artificial intelligence, this app offers a seamless solution for ensuring regulatory compliance and safeguarding your digital platform. By scanning official documents such as ID cards, Bouncer Digital guarantees accurate age confirmation, enabling businesses to cater to age-specific regulations efficiently. The app can be configured to specify the minimum age required for purchasing your products, ensuring a safe and responsible sales environment. Bouncer's robust and universal technology integrates smoothly into your existing systems, providing a straightforward and secure age verification process. With Bouncer Age Verification, maintain a reliable, trustful interaction with your clientele while upholding the highest standards of online security.

Show less

Facial biometrics

Ai-powered verification

Document scanning

Customizable age settings

Install App

CLEARomni Marketplace

$399-$999 / Month

Claim Offer

Scale with simplified seller onboarding and operations Show more

CLEARomni Marketplace is an app designed to transform your store into a robust multi-vendor platform, facilitating the seamless on-boarding of third-party sellers to diversify your product offerings without the burden of additional inventory risk. Vendors can independently manage their operations via a dedicated portal, handling tasks such as product and inventory updates, order fulfillment, and settlements. As the platform operator, you retain control over critical functions including seller management, product listing approvals, and refund processes. The app offers a sophisticated distributed order management system, accommodating various fulfillment workflows to enhance operational efficiency. CLEARomni also features a branded Seller Center, empowering vendors to oversee listings and sales processes with ease. An integrated Automation Center allows for customization and system integrations, ensuring the marketplace adapts to your specific business needs.

Show less

Multilingual support

Product management

Order fulfillment

Inventory updates

Custom integrations

Version control

Install App

AHA ‑ Onboarding Tours

$6 / Month

Claim Offer

Guide customers through your store with elegant popups Show more

AHA - Onboarding Tours is a user-friendly application designed to guide users through the essential features and functionalities of your product, ensuring a smooth onboarding experience. With its clear and straightforward product tours, users can seamlessly navigate the user journey and quickly reach the pivotal "Aha!" moment of understanding and engagement. This app significantly boosts feature and product adoption by enhancing user experience and easing the initial learning curve. AHA - Onboarding Tours allows for easy customization and requires no coding skills, making it accessible to all kinds of users. In addition to onboarding, the app supports driving feature adoption and broadcasting product announcements. It is an ideal solution for organizations looking to improve user satisfaction and ensure successful product integration from the start.

Show less

Easy customization

No-code customization

Product announcements

Onboard new users

Drive feature adoption

Install App

Razorpay Secure

Claim Offer

Get paid instantly & securely on your store Show more

Razorpay Secure is an advanced payment solution designed to manage comprehensive, end-to-end transaction processes. The app facilitates payments through a wide array of methods including domestic and international credit and debit cards, FPX, and popular digital wallets like Grabpay, Touch 'n Go, and Boost in Malaysia. Its user-friendly checkout system allows cards to be saved across different businesses, enabling customers to enjoy a consistent and seamless payment experience. Razorpay Secure places a strong emphasis on data protection, offering PCI DSS Level 1 compliance to ensure robust security. The app promises a quick start with its seamless onboarding and fully digital KYC process, empowering businesses to streamline their payment operations effortlessly. By enhancing the checkout experience across all methods, it aims to boost customer conversions and maintain an industry-leading success rate, significantly reducing transaction drop-offs.

Show less

Easy integration

End-to-end payments

Multiple payment modes

Robust security

Digital kyc

Superior checkout

Install App

Woflow Connector

Claim Offer

Effortless store data migration and cleanup for Shopify integration. Show more

Woflow Connector is a powerful app designed to streamline the process of migrating essential store data into Shopify, ensuring a smooth transition for businesses. As part of the POS Partner Launch Service, it simplifies and enhances the migration of critical information such as product catalogs, inventory levels, orders, and gift card details. Woflow also offers tools for catalog cleanup, enabling businesses to optimize their product listings by addressing discrepancies and ensuring data accuracy. The app's inventory sync feature helps to refresh and validate stock levels before launching on Shopify, minimizing disruptions. With Woflow Connector, businesses can confidently enhance their online presence by ensuring all essential data is accurately transferred and organized. This app is an indispensable tool for any business looking to transition to Shopify efficiently and effectively.

Show less

Inventory sync

Data migration

Catalog cleanup

Install App

Onboard B2B: Company Profiles

$100-$150 / Month

Claim Offer

Streamline B2B sign-ups, manage companies, ensure secure Shopify access. Show more

Onboard B2B: Company Profiles is a versatile Shopify Plus app designed to streamline the B2B sign-up process for businesses. With its customizable wholesale application forms, it enables retailers to gather crucial information needed to approve or reject prospective companies effortlessly. The app supports robust management features, allowing company contacts to invite and manage other buyers at their location, enhancing organizational control. Its innovative site lock and checkout lock features ensure that only authorized users can browse or place orders, maintaining secure access control. Additionally, Onboard B2B simplifies administrative processes with straightforward approval flows and allows for application revisions without needing a complete re-application. By using native Shopify Plus B2B features, the app empowers businesses to manage their B2B operations efficiently and securely.

Show less

Access control

Company creation

Customizable application

Install App

Intuitive Shipping

8.2

3 Reviews

Claim Offer

Optimize checkout with dynamic shipping solutions and personalized onboarding support. Show more

Intuitive Shipping is a powerful tool designed to turn shipping and delivery challenges into a competitive advantage for your online store. As abandoned carts often result from confusing or high shipping costs, this app provides comprehensive control over these elements to enhance customer satisfaction. The onboarding process begins with a personalized session to tailor the solution to your store's specific needs, ensuring a seamless integration. The app initially operates in 'Sandbox Mode,' allowing you to meticulously configure shipping rates, titles, and rules without pressure. Once your setup is complete, activating the app brings these customizations live to your checkout process. When customers reach the shipping stage, Intuitive Shipping instantly calculates and displays optimized shipping costs and options, offering clear and accurate choices aligned with your store's policies. With ongoing support from the Intuitive team, retailers can leverage this app to reduce cart abandonment and enhance the overall shopping experience.

Show less

Personalized onboarding

Dynamic shipping solutions

Checkout control

Try for Free

Razorpay

Claim Offer

Streamlined payment platform with 100+ modes, global reach, and top security. Show more

Razorpay is a comprehensive payment processing platform tailored for seamless end-to-end transactions. It supports a vast array of over 100 payment methods, including both domestic and international credit and debit cards, EMIs, pay later options, net banking, UPI, and mobile wallets, facilitating smooth and versatile payment experiences. The app features an intuitive and highly integrative checkout system, allowing for card information to be saved across various businesses, ensuring quick and hassle-free payments for users everywhere. Additionally, Razorpay enhances global commerce by enabling international customers to make payments in their local currencies, thereby boosting conversion rates. Security is paramount, with the platform being fortified by PCI DSS Level 1 compliance, guaranteeing safe and secure data handling. With Razorpay, businesses can offer their customers a reliable, secure, and efficient payment experience, promoting greater trust and satisfaction.

Show less

International currency support

End-to-end payments

Multiple payment modes

Easy integration checkout

Robust security compliance

Try for Free

DNA Payments

Claim Offer

Accept online payments easily with zero setup fees and monthly charges. Show more

DNA Payments is an innovative app designed to empower businesses of all sizes to accept online payments effortlessly and affordably. With no setup fees or monthly charges, this app seamlessly integrates with BigCommerce, offering merchants a wide array of payment options, including credit and debit cards, PayPal, Open Banking, and more. Users gain access to a robust online Merchant Portal, enabling real-time transaction tracking and insights. Setting up online payments is straightforward, allowing you to start quickly and efficiently. The app also enables the creation of a fully customized checkout page at no additional cost, enhancing your website's professionalism and appeal. Dedicated to continuous improvement, DNA Payments strives to deliver cutting-edge solutions and dedicated customer support to fuel your business growth. Don't miss out on this opportunity—signing up is simple and free.

Show less

Customizable checkout page

Easy payment integration

Real-time transaction access

Try for Free

Repeat Customer Insights

$59-$249 / Month

8.2

16 Reviews

Claim Offer

Better repeat customer retention via RFM, cohorts and segments Show more

Repeat Customer Insights is a powerful tool designed for shops selling consumer packaged goods (CPG) and other consumable items, focusing on enhancing customer loyalty and retention. The app provides an in-depth analysis of customer behavior, calculating numerous metrics to offer actionable advice for attracting and maintaining loyal customers. It intelligently segments customers, ensuring your marketing efforts reach the right audience at the most opportune times. Integration with platforms like Shopify and Klaviyo allows seamless tagging for a comprehensive view of your customer base. Team members can stay informed with scheduled email reports, keeping everyone aligned on growth opportunities. The app features dashboards that focus on loyalty, repeat purchases, and identifying downturns. With advanced segmentation techniques such as RFM analysis, it helps understand how products impact metrics like average order value (AOV), lifetime value (LTV), and repeat purchase rate (RPR). Sync these insights back to Shopify, optimizing your marketing strategy across platforms.

Show less

Shopify integration

Customer segmentation

Email reports

Customer analysis

Performance dashboards

Klaviyo sync

Install App

Howdy Customer Tag Discount

$19-$29 / Month

9.1

3 Reviews

Claim Offer

Customer tag discount for B2B wholesale, VIP user and more! Show more

Howdy Customer Tag Discount is a Shopify app designed to revolutionize your customer experience by offering personalized discounts based on customer tags. Ideal for B2B, wholesale, and VIP clients, the app enables your store to dynamically apply percentage discounts to ensure that your most valued customers receive tailored deals. With the ability to automatically apply discounts based on specific customer tags, this powerful tool simplifies how you manage exclusive offers. Easily configure or modify customer discount tag settings directly from the app's admin screen, providing you with full control and flexibility. Whether you're catering to wholesale, VIP, or business clients, Howdy Customer Tag Discount enriches customer relationships and enhances loyalty through meaningful savings. Simplify your promotional strategy while ensuring targeted, rewarding experiences for your key customer segments.

Show less

Automated tag discounts

Dynamic percentage discounts

Tag setting adjustments

Install App

POWR: Customer Support Request

$9.99-$89.99 / Month

7.1

3 Reviews

Claim Offer

Simplify your customer support & customer service inquiries Show more

POWR: Customer Support Request is a streamlined solution designed to simplify the way businesses handle customer service inquiries. By eliminating the complexities and costs associated with traditional helpdesk software, this app offers an accessible alternative for businesses seeking to enhance customer retention through exceptional service. Even if you’re using platforms like Zendesk or Salesforce, POWR seamlessly integrates to ensure your support system remains cohesive and efficient. With features such as instant submission alerts, custom auto-responder emails, and a centralized dashboard, managing support requests becomes a breeze. The app also allows for advanced customization, including the use of conditional logic to appropriately segment customers and tailor the support request flow. POWR empowers businesses to focus on building strong customer relationships without getting bogged down by technical barriers.

Show less

Conditional logic

Centralized dashboard

Crm integration

Instant alerts

Custom auto-responder

Advanced controls

Install App

Customer Accounts Pro

9.1

1 Reviews

Claim Offer

Collect additional customer fields for New Customer Accounts Show more

Customer Accounts Pro is a comprehensive app designed to give businesses more control over customer account registration. By allowing customers to fill in detailed account information on their profile page, the app enables businesses to create personalized shopping experiences and conduct effective segmented marketing. With flexibility in choosing the information to collect—from birthdays to personal interests—the app provides rich customer insights. It seamlessly integrates with customer accounts, prompting users to update their details upon login. Additionally, you can manage customer fields and view responses within Shopify metafields, ensuring all data is organized and accessible. Set required fields to ensure crucial information is captured, aiding in profile completion and enhancing your marketing strategies.

Show less

Custom fields collection

Profile completion prompts

Segmented marketing insights

Install App

Helium Customer Fields

$12-$60 / Month

9.2

380 Reviews

Claim Offer

Customer account registration forms as unique as your store Show more

Helium Customer Fields is a versatile app designed to streamline the collection and management of customer information. It offers a customizable registration form builder, allowing businesses to create unique forms for different customer groups and gather vital first-party data such as birthdays, pet names, and VAT/Tax IDs. Seamlessly integrating with Shopify, the app synchronizes all customer data with Shopify fields and customer metafields, ensuring a cohesive ecosystem. Users can personalize forms using rules and variables or automate customer tagging based on form inputs, enhancing data organization and marketing efforts. The app also features integrations with various business and marketing tools for better data synchronization. Additionally, its user-friendly drag-and-drop interface and robust API support make it accessible for developers seeking custom solutions. Helium Customer Fields empowers businesses to approve and manage Wholesale/B2B customers efficiently, while also allowing customers to update their own information securely.

Show less

Integration with shopify

First-party data collection

Drag-and-drop builder

Customer data editing

Automatic customer tagging

Custom field types

Install App

Shopify Customer onboarding apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 3 Apps

Wholesale Gorilla

Tezi‑B2B

Sender ‑ Auto Account Invite

Perfect Portal

ES Customer Approval

Tezi‑B2B

Bouncer Age Verification

CLEARomni Marketplace

AHA ‑ Onboarding Tours

Razorpay Secure

Woflow Connector

Onboard B2B: Company Profiles

Intuitive Shipping

Razorpay

DNA Payments

Repeat Customer Insights

Howdy Customer Tag Discount

POWR: Customer Support Request

Customer Accounts Pro

Helium Customer Fields