---
title: B2B Onboard Reviews
meta_title: 'B2B Onboard Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how B2B Onboard works for a business like yours.
date_modified: '2026-08-19'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# B2B Onboard Reviews
**Vendor:** B2B Onboard  
**Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)
## About B2B Onboard
B2B Onboard handles the front door of wholesale on Shopify: a hosted application form (served via App Proxy — no theme code) where buyers apply for trade accounts. The form adapts to the buyer's country, and submitted tax IDs are verified in real time against official registries — EU VAT via VIES, UK VAT via HMRC, Australian ABN via the ABR, and Danish CVR — with the registered business name cross-checked against the application. US buyers can upload resale certificates, which are scanned by AI and flagged for a human look when names, states, or dates don't match. Approving an application creates the Shopify B2B company, location, and contact on any paid plan. Verified businesses can auto-approve; everything else queues for review with evidence attached. Includes buyer status pages, an audit timeline, email notifications, Shopify Flow triggers, CSV export, and GDPR-compliant EU data storage. Free plan available; paid plans from $14.99/month.






- [View B2B Onboard pricing details and edition comparison](https://www.g2.com/products/b2b-onboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-23+22%3A26%3A52+-0500&secure%5Bsession_id%5D=94b72344-4bac-41db-bd6b-ccf49437fc4d&secure%5Btoken%5D=50bcbfd2b5c3054a0300baf5302e087cdf56816a44f3e23f6d2d8e1249070e2e&format=llm_user)

## B2B Onboard Features
**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization
- Kanban Board
- Goal Setting/Tracking
- Communication Management

**Customer Engagement**
- Portal
- Customer Engagement
- Branding
- Visibility
- Collaboration
- Customizable Branding

**Additional Functionality**
- Commenting/Notes
- API
- Third-Party Integrations
- Task Management
- Alerts/Notifications
- Drag & Drop
- Performance Metrics
- Reporting & Statistics
- Time Tracking
- Data Security
- Single Sign On
- Activity Tracking
- Customizable Fields
- Content Management
- Churn Management
- Ad hoc Analysis
- Client Management
- Chat/Messaging
- Forecasting
- Mobile Access
- Form Builder
- Surveys & Feedback
- Revenue Management
- Onboarding
- Workflow Management
- AI Copilot
- Calendar Management
- Compliance Management
- Client Database
- Electronic Forms
- Gantt/Timeline View
- Client Tracking
- To-Do List
- Document Management
- Generative AI
- Self Service Tools
- Customer Segmentation
- Role-Based Permissions
- Data Import/Export
- Collaboration Tools
- Electronic Signature
- Task Progress Tracking
- Audit Trail
- Reminders
- Online Payments
- Activity Dashboard
- Document Generation
- Real-Time Data
- CRM
- Email Management
- Multi-Language

## Top B2B Onboard Alternatives
  - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,597 reviews)
  - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (944 reviews)