n-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.
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
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
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
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
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
A Real-World Scenario: Specialty Food Distributor
Selling both direct-to-consumer and wholesale (B2B).
Before
They 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.
After
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
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 →
Tools We Commonly Connect with Shopify
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