What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
How we workLet's talk →
Home/Shopify

Shopify handles the storefront. What happens behind it?

Shopify is great at getting products in front of customers and letting them buy, but your business doesn't end at checkout. Someone still has to check inventory, update the CRM, get the invoice into QuickBooks, and get tracking info to the customer. We connect Shopify to the rest of your business, so when a customer clicks buy, everything downstream happens automatically.

Where Shopify stops

Orders get re-keyed into accounting, the ERP and shipping tools, and stock drifts out of sync across channels.

Got a Shopify problem? Let's solve it →

An order comes in. Now what? Someone has to check inventory. Someone has to make sure the right warehouse gets the pick-and-pack request. Someone has to update the CRM so the sales team knows. The invoice needs to hit QuickBooks. The customer wants tracking info. Support needs to know about the order in case they call.

If you're doing any of that manually, or worse, if some of it just isn't happening, that's where we come in.

What We Build on Top of Shopify

01

Sync everything automatically

The handoffs between Shopify and the rest of your stack, handled without anyone touching a keyboard.

  • Orders flow into QuickBooks or NetSuite as invoices, no manual data entry, with tax, discounts, and shipping charges all mapped correctly
  • Inventory syncs in real time between Shopify and your warehouse or ERP. Sell something on Shopify, stock updates everywhere. Receive a shipment in the warehouse, Shopify reflects it instantly
  • Customer data syncs to your CRM. New Shopify customer? They’re in Salesforce or HubSpot automatically, with their purchase history attached
  • Shipping and fulfillment data flows to ShipStation or your 3PL: labels generated, tracking numbers pushed back to Shopify, customer notified, hands-free
02

B2B on Shopify

Not just for retail. We build B2B ordering experiences on Shopify for wholesalers and distributors, all synced to your ERP and accounting system.

  • Customer-specific pricing: each buyer logs in and sees their negotiated prices
  • Tiered discounts based on volume or customer segment
  • Net payment terms, because not every B2B buyer pays at checkout
  • Restricted catalogs: some customers see your full catalog, some only see what’s relevant to them
  • One-click reordering from purchase history, because your B2B customers buy the same stuff every month
03

Custom storefronts and portals

When Shopify out of the box stops being enough.

  • Headless Shopify builds where the storefront is completely custom but Shopify powers the backend (cart, checkout, payments, inventory)
  • Customer account portals that go beyond Shopify's default: order tracking, invoice downloads, support ticket submission, account management, all in one branded experience
  • Dealer and distributor portals that use Shopify's B2B features but with a custom front end tailored to your business
04

Automations that save hours

Small rules that quietly prevent big problems.

  • Product marked "low stock" in your warehouse? Automatically hidden or marked "pre-order" on Shopify, no overselling
  • Customer places their 3rd order? Loyalty program triggered, discount code generated and emailed
  • Abandoned cart? Follow-up email sent with personalized product recommendations based on browsing history
  • Return requested? Return label generated, inventory adjusted, refund processed in QuickBooks, all automatic
  • New product added to your ERP? Automatically published to Shopify with photos, descriptions, and pricing pulled from your PIM
One of our recent projects

Specialty Food Distributor

Selling both direct-to-consumer and wholesale (B2B).

The problemThey ran DTC and B2B as two completely separate operations. DTC orders came through Shopify. B2B orders came through email and phone. Inventory was a nightmare because the two channels weren't connected, and they'd oversell on Shopify because a big wholesale order just wiped out stock that hadn't been updated yet.

We unified everything, and the results were immediate: overselling stopped, B2B order processing went from 20 minutes per order down to near zero, and the ops team that used to spend half their day processing orders now focuses on sourcing new products.
  • A B2B portal on Shopify with customer-specific pricing, net terms, and restricted catalogs for wholesale buyers
  • Both DTC and B2B channels connected to a single inventory source in their ERP
  • Orders from both channels flowing into QuickBooks automatically: DTC as individual invoices, B2B as net-term invoices with the right payment terms
  • Shipping handled by ShipStation, with different rules for DTC (individual parcels) and B2B (palletized freight)
  • Customer data from both channels syncing to HubSpot for marketing segmentation
Fix mine →

How This Connects to the Bigger Picture

Shopify is the storefront. But the real magic happens when it's connected to everything behind it: inventory that stays accurate across channels, orders that process themselves, customers who can track their own stuff without calling you.

See how we Uber-ize businesses with self-service portals →

See how we give sales teams superpowers with CRM integrations →

See how we make support teams omniscient →

Tools We Commonly Connect with Shopify

01

QuickBooks

02

NetSuite

03

Salesforce

04

HubSpot

05

ShipStation

06

Zendesk

07

Klaviyo

08

Slack

More on Shopify

Specific integration and automation topics for Shopify, covered in depth.

Shopify API Integration & WebhooksShopify Flow Automation: What It CoversShopify Checkout CustomizationShopify Inventory ManagementShopify B2B & Wholesale FeaturesShopify Marketing AutomationShopify Multi-Channel Selling
Let's talk

Running a Shopify store and feel like the behind-the-scenes is held together with duct tape?

Tell us what's breaking. We'll tell you how to fix it. And if it's not Shopify that's the weak point, that's fine too, we automate whatever's manual in your business, not just your storefront.

Let's Talk →

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.