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Intake B2B: Wholesale Approval
Approve wholesalers into native B2B Companies. Customize forms, prevent duplicates, track documents.
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Collected facts
What the listing says
Wholesale 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.
- Category
- Wholesale & B2B
- Pricing
- Free trial available
- Shopify rating
- No rating available
- Developer
- Intake Labs
- Use cases
- Wholesale · Workflow automation · Customer segments · Customer tags
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| Metric | Median | Responses | Distribution 1→5 |
|---|---|---|---|
| Setup & Ease of Use | — | 0 | 0 / 0 / 0 / 0 / 0 |
| UX/UI | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Listing Accuracy | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Reliability & Performance | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Support | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Value for Money | — | 0 | 0 / 0 / 0 / 0 / 0 |
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