Shopify Self-service onboarding apps 2025

Doss

Manage your operations in one platform, from PO to POS Show more

Doss is an innovative app designed to be your team's go-to source for comprehensive insights about your business operations, both internally and externally. It features an Adaptive Resource Platform (ARP), a versatile ERP-alternative that simplifies the creation of custom workflows with a user-friendly interface akin to drawing flowcharts. This ensures that you harness the capabilities of a professionally configured ERP system without navigating cumbersome system integrator processes. Doss offers straightforward, self-service onboarding and integrates seamlessly with third-party platforms by merely logging in or uploading a CSV file. Users can easily configure tables, charts, and dashboards according to their needs and preferences, while the app offers automatic data synchronization with major services like Shopify, Quickbooks, and Salesforce. Additionally, Doss allows users to save and share customized views of their data with precise access control, enhancing collaboration and data security within your team.

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3rd-party integrations

Custom workflows

Configurable tables

Sync 3rd-party data

Save and share views

Fine-grain access control

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Self Storage Quote

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Create custom self-storage quotes easily, supporting various sizes and currencies. Show more

Self Storage Quote is a dynamic app designed to seamlessly integrate into your website, enabling customers to select and receive quotes for their ideal storage units. Catering to diverse storage needs, the app offers a variety of options including climate-controlled, RV, car, boat, and container units, each available in up to five different sizes. Designed for maximum customization, the app allows for tailored monthly pricing for durations ranging from 1 to 12 months, accommodating varying contract preferences without hassle. It also supports transactions in five major currencies—Dollars, Pounds, Euros, Yen/Yuan, and Franc—making it a versatile tool for businesses operating on a global scale. Self Storage Quote streamlines the quotation process, replacing complexity with ease and efficiency, empowering your customers to make well-informed decisions regarding their storage needs. By installing this app, you enhance your website’s functionality and offer unparalleled convenience to both your business and its clientele.

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Currency support

Custom storage quotes

Multiple unit sizes

Flexible contract lengths

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Perfect Portal

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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.

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Integrated intake forms

Website calculators

Client reviews display

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Code Returns & Exchanges

$50-$300 / Month

(1.7/5)

3 Reviews

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Branded self-service Returns & Exchanges portal Show more

Code Returns & Exchanges is an innovative app designed specifically for Shopify merchants, aimed at transforming traditional returns into potential revenue-boosting exchanges. By offering a seamless self-service branded portal, customers can easily manage exchanges, even for different products, elevating their shopping experience. On the backend, the app provides your team with a straightforward yet powerful dashboard within the Shopify Admin, simplifying the management of all returns and exchange processes. As a Shopify Plus Partner, the app blends advanced features with a user-friendly interface, ensuring it’s accessible at an attractive price point. Its plug-and-play nature allows for quick installation, ensuring your business can benefit from increased exchanges and reduced refunds in no time. Transitioning returns into exchanges has never been easier, offering a comprehensive solution that enhances customer satisfaction and boosts your bottom line.

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Product exchanges

Simple dashboard

Plug-and-play

Self-service portal

Boosts revenue

More exchanges

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Onboard B2B: Company Profiles

$100-$150 / Month

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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.

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Access control

Company creation

Customizable application

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SuperLeadz by XIRCLS

$29.99-$299.99 / Month

7

6 Reviews

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Generate self-verified, high-quality leads & boost conversions Show more

SuperLeadz by XIRCLS is a powerful tool designed to optimize website conversions by identifying and engaging shoppers most likely to convert. The app offers advanced features to verify the authenticity and interest of potential leads, ensuring businesses target promising prospects effectively. It enables hyper-personalization of pop-ups and incentives based on a visitor's origin, frequency, and behavior, enhancing customer engagement through multi-offer pop-ups and smooth, one-click redemptions. Users can select from a range of pre-built pop-up templates or customize them to fit specific needs, leveraging URL targeting and source detection for advanced settings. The platform supports a variety of pop-up types, including age verification, cart pop-ups, and exit intent prompts, while offering comprehensive management tools like analytics, automation, and geo-location. By personalizing communication for distinct visitor segments and simplifying the redemption process, SuperLeadz ensures a seamless and rewarding shopping experience for customers.

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Campaign management

Analytics

Automations

Localization

Segmentation

Tagging

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Recheck Order Editing + Upsell

$19-$299 / Month

9.1

10 Reviews

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Self serve order editing, Post purchase upsells & Refunds Show more

Recheck: Order Editing, Upsell is a dynamic app designed to enhance the customer experience by enabling self-serve order modifications. This app empowers customers to correct mistakes at checkout, such as updating personal details, changing cart items, and adjusting shipping preferences, leading to increased satisfaction and reduced support requests. For instances where the order value decreases, Recheck efficiently manages refunds by offering choices between direct source refunds or store credits. In addition to streamlining the order editing process, Recheck boosts average order value (AOV) by allowing businesses to create personalized upsell offers available post-purchase. The app integrates seamlessly with third-party logistics and warehouse management systems to ensure all order edits are synced effectively. Furthermore, Shopify Flow integration offers businesses the capability to set up complex order editing and marketing workflows, making Recheck a robust solution for retailers seeking to optimize checkout processes and drive sales growth.

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Post purchase upsells

Order editing

Manage refunds

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Wix Client Check-In

(2.8/5)

29 Reviews

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Streamline self check-in for clients with customizable features and branding. Show more

Wix Client Check-In offers a streamlined, efficient self check-in process for clients attending your courses, classes, or appointments. This app enhances client experiences by providing multiple options for check-in, including displaying client names, initials, or using a search bar. It also supports chip and barcode scanners, making the process seamless and quick. Users can customize the check-in interface to align with their brand by adjusting colors, welcome text, and logos, ensuring a personalized touch for every client visit. Additionally, set specific time frames during which clients can check in to manage schedules better. Please note that installing Wix Bookings is required to use this app. By simplifying the check-in process, you can focus more on delivering great services and less on administrative tasks.

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Brand integration

Customizable display

Self check-in

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CLEARomni Marketplace

$399-$999 / Month

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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.

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Multilingual support

Product management

Order fulfillment

Inventory updates

Custom integrations

Version control

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AHA ‑ Onboarding Tours

$6 / Month

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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.

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Easy customization

No-code customization

Product announcements

Onboard new users

Drive feature adoption

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Bouncer Age Verification

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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.

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Facial biometrics

Ai-powered verification

Document scanning

Customizable age settings

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Razorpay Secure

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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.

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Easy integration

End-to-end payments

Multiple payment modes

Robust security

Digital kyc

Superior checkout

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Tezi‑B2B

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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.

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Theme integration

Customizable signup forms

Easy-to-use dashboard

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ES Customer Approval

$7-$30 / Month

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"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.

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Approve customer sign-ups

Customize registration forms

Prevent spam access

Manage approval dashboard

Store details securely

Install App

Woflow Connector

Claim Offer

Effortless store data migration and cleanup for Shopify integration.

Inventory sync

Data migration

Catalog cleanup

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.

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Personalized onboarding

Dynamic shipping solutions

Checkout control

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Razorpay

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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.

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International currency support

End-to-end payments

Multiple payment modes

Easy integration checkout

Robust security compliance

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DNA Payments

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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.

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Customizable checkout page

Easy payment integration

Real-time transaction access

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Richpanel: AI Customer Support

$89-$119 / Month

8.2

158 Reviews

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Respond faster & smarter with AI. Upgrade from Gorgias/Zendesk Show more

Richpanel: AI Customer Service is a powerful helpdesk solution designed to streamline customer support processes for businesses, enabling them to efficiently manage high volumes of inquiries with minimal staff. By leveraging AI technology, the platform is trained on historical customer interactions, empowering customer service agents to respond as effectively and quickly as the best-performing team members, improving response time by 2-3x. The app features a comprehensive multi-channel support system, including email, chat, Facebook, Instagram, phone, and more, all within a single inbox for seamless management. Richpanel also offers a self-service portal for instant, 24/7 customer support, a live chat widget, FAQ page, and automation tools, alongside in-depth reporting capabilities to provide actionable insights for continuous improvement. As a popular alternative to platforms like Shopify Inbox, Zendesk, and Gorgias, among others, Richpanel allows easy integration with your existing software stack to maximize efficiency. With its robust set of tools and AI-driven assistance, Richpanel enhances the agility and effectiveness of customer service teams, ensuring high-quality, speedy interactions with customers.

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Integration capabilities

Ai-powered helpdesk

Manage high support volumes

Accurate response assistance

Customer self-service

Handle multiple channels

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OrderEditing.com

$99-$399 / Month

9.2

169 Reviews

Unlock Deals

Let customers edit their order without contacting support. Show more

Order Editing | Self-serve is an innovative app designed to enhance customer satisfaction by allowing them to independently modify their orders, significantly reducing the need for customer support intervention. This user-friendly self-service portal transforms order modifications into an engaging shopping experience, presenting AI-recommended products that can be seamlessly added to an order with just one click. Businesses can effortlessly embed the customizable portal into any email or webpage and adapt it to their brand's aesthetic. The app ensures real-time synchronization with your third-party logistics (3PL) or warehouse management system (WMS), providing accurate inventory management and minimizing the risk of overselling. To boost sales further, the app suggests popular items to increase the average order value, and facilitates pre-shipment alterations like address, variant, and product changes. Additionally, by recommending improved shipping addresses verified by carriers and offering refund options via gift cards or store credit for order downgrades, Order Editing ensures a smooth and efficient order management process.

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Gift card refunds

Ai product recommendations

Increase order value

Self-service order edits

Embedable portal

Instant 3pl/wms sync

Install App

Shopify Self-service onboarding apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 1 Apps

Doss

Self Storage Quote

Perfect Portal

Code Returns & Exchanges

Onboard B2B: Company Profiles

SuperLeadz by XIRCLS

Recheck Order Editing + Upsell

Wix Client Check-In

CLEARomni Marketplace

AHA ‑ Onboarding Tours

Bouncer Age Verification

Razorpay Secure

Tezi‑B2B

ES Customer Approval

Woflow Connector

Intuitive Shipping

Razorpay

DNA Payments

Richpanel: AI Customer Support

OrderEditing.com