B2B leads, approvals and orders for Shopify

VerifiedHive CRM

Turn store inquiries into approved, paid B2B orders: leads with follow-ups, companies that match Shopify B2B, and one-page orders with mockups your buyers approve.

If you sell custom, made to order or wholesale, the sale doesn’t start at checkout. It starts with a question, and it closes when the buyer approves the order. This is where that happens.

  • 7 day free trial
  • No code required
  • Billed through Shopify
LeadsOrdersApprovedPaid

Three ways a deal starts

  1. 1A form on your storeQuote and inquiry forms, or a Request a quote button on product pages. Each request arrives as a lead.
  2. 2Added by your teamA phone call or an email becomes a lead in a few seconds, with its follow-up date.
  3. 3Companies you already haveBring in your Shopify B2B companies, their locations, contacts and past orders, and carry on from there.

From inquiry to a paid, shipped order

Leads and follow-ups

Every inquiry followed up until it closes.

Each lead has a follow-up date and a history of calls, emails and notes. Convert it to a company when they're ready to buy.

Companies, like Shopify B2B

Locations and contacts, in step with Shopify.

Each company has its locations (where orders ship and are billed, with their payment terms) and the people who buy. They are Shopify B2B companies, kept in sync, and a new one orders only once you approve it.

One-page orders with mockups

Items, mockups, shipping and terms on one page.

Add products from your store or custom items, each with its quantity, price, customization notes and an optional mockup. Ship it at one of Shopify's rates, by freight, or with your buyer's own carrier, and charge tax as Shopify calculates it or at your own rate. The buyer sees the exact total before approving.

Approval on your store

The buyer approves the exact order, mockups included.

Send a link to the order page on your own store. The buyer approves with their name, or asks for changes. Changes after approval go back to them before the Shopify order changes.

Pay by the terms you set

In full, a deposit, due on fulfillment, or net 7 to 90.

Approval places the Shopify order with its payment terms. Buyers pay from their page; you record bank transfers and checks. One PDF serves as invoice and receipt.

Synced with Shopify orders

Payment and shipping, without opening Shopify.

Payments, refunds and shipments come back from Shopify as they happen. Mark orders shipped, with tracking, from VerifiedHive.

Vendors and purchase orders

Buy from approved vendors, confirmed online.

Vendors apply through their own form and wait for your approval. Send purchase orders they confirm on your store's domain, then receive what arrives, line by line.

Your team, trained in the app

Short lessons and how-to videos, in your own store.

Hands-on lessons walk each person through their part, with a video of the whole app and short clips of each task. Progress is kept for every team member.

Putting a form on your storefront takes three steps

  1. 1Build your form. Start from a template or from scratch. Add the questions you actually need and set the colors to match your theme.
  2. 2Publish it. One button: Publish form. Nothing appears on your storefront until you press it, so you can build in private.
  3. 3Drop it on a page. Open your theme editor, add the block, paste the form ID. No template edits, no code.

Getting VerifiedHive CRM

Install it from the Shopify App Store. Search for VerifiedHive CRM in your Shopify admin under Apps, or find it on the App Store listing. Already installed? Open it from your admin under Apps.