Where Knowledge Meets Innovation
Streamline wholesale onboarding with automated approvals and Shopify integration.
151 O’Connor St, Ottawa, ON, ON, CA
Website Support Portal Privacy policy Tutorial FAQ DocumentWholesale buyer onboarding often relies on email chains, ad-hoc forms, and manual data entry — leading to duplicate company records and lost documents. Intake B2B replaces that with a customizable public application form, a review queue with document expiration tracking, and one-click approval into native Shopify B2B Companies. The match panel surfaces existing Companies before creating new records. Each approval creates the Company with contact, location, tags, and a full audit history.
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