Onboard B2B: Company Profiles vs SC Customer Taggingfor Shopify (2026)
Onboard B2B: Company Profiles and SC Customer Tagging both aim to automate workflows within Shopify, but they target very different aspects of an e-commerce business. Onboard B2B focuses specifically on streamlining the onboarding and management of B2B (wholesale) customers. It allows businesses to create company profiles, manage user access, and customize application forms. Conversely, SC Customer Tagging focuses on automated customer segmentation through tag application and removal based on customer behavior. It facilitates personalized marketing and communication by connecting with other marketing platforms. While both offer workflow automation, their scopes and target audiences diverge significantly. The primary difference lies in their focus: Onboard B2B addresses the complexities of managing wholesale relationships and access control, while SC Customer Tagging provides broad customer segmentation and lifecycle management capabilities. Onboard B2B caters to businesses that need robust B2B functionality built on the Shopify Plus B2B features, whereas SC Customer Tagging suits businesses that want to personalize their marketing efforts across all customer types. The value proposition of Onboard B2B lies in simplifying B2B operations, while SC Customer Tagging focuses on improving customer engagement and conversion through targeted communication.
At a Glance
Onboard B2B: Company Profiles
8 reviews
SC Customer Tagging
62 reviews
Detailed Overview
Onboard B2B: Company Profiles
Streamline B2B onboarding with company applications, account approval, and self-management for users
Key Features
- Create companies in Shopify B2B with simple approval flows, including revisions
- Use custom fields on wholesale application and save data to B2B metafields
- Unlimited CSV bulk import for companies, contacts, and company locations
- Allow company contacts to manage locations, invite team members & define roles
- Prevent unauthorized checkout or block storefront access with access control
SC Customer Tagging
Seamless, automated tags for smart customer segmentation, workflows, and emails.
Key Features
- Create customer segments by applying and removing tags based on buyer behaviour.
- Leverage automation to streamline your lifecycle management communication.
- Influence your email list by triggering actions across various platforms.
- Automatically create a Customer Segment with the tags as the criteria.
- Connect to thousands of apps through Zapier for end-to-end automated workflows.
Feature Comparison
| Rating | 5/5 | 5/5 |
Rating Onboard B2B: Company Profiles5/5 SC Customer Tagging5/5 | ||
| Reviews | 8 | 62 |
Reviews Onboard B2B: Company Profiles8 SC Customer Tagging62 | ||
| Primary Function | B2B Onboarding and Management | Customer Segmentation and Tagging |
Primary Function Onboard B2B: Company ProfilesB2B Onboarding and Management SC Customer TaggingCustomer Segmentation and Tagging | ||
| Target Audience | Shopify Plus merchants with B2B operations | All Shopify merchants seeking to improve customer segmentation |
Target Audience Onboard B2B: Company ProfilesShopify Plus merchants with B2B operations SC Customer TaggingAll Shopify merchants seeking to improve customer segmentation | ||
| Key Feature: Access Control | Yes (Storefront and Checkout) | No |
Key Feature: Access Control Onboard B2B: Company ProfilesYes (Storefront and Checkout) SC Customer TaggingNo | ||
| Key Feature: Custom Fields | Yes (Wholesale Application) | No |
Key Feature: Custom Fields Onboard B2B: Company ProfilesYes (Wholesale Application) SC Customer TaggingNo | ||
| Integration Focus | Shopify Plus B2B Features | Marketing Platforms via Zapier |
Integration Focus Onboard B2B: Company ProfilesShopify Plus B2B Features SC Customer TaggingMarketing Platforms via Zapier | ||
| Ease of Use | Likely more complex setup due to B2B focus | Likely easier setup due to broader segmentation focus |
Ease of Use Onboard B2B: Company ProfilesLikely more complex setup due to B2B focus SC Customer TaggingLikely easier setup due to broader segmentation focus | ||
| Value Proposition | Simplified B2B Management | Improved Customer Engagement |
Value Proposition Onboard B2B: Company ProfilesSimplified B2B Management SC Customer TaggingImproved Customer Engagement | ||
Our Verdict
For Shopify Plus merchants specifically involved in B2B sales and requiring features like company profiles, user management, and storefront access control, Onboard B2B: Company Profiles is the clear choice. Its focus on leveraging the native Shopify Plus B2B features makes it a powerful tool for managing wholesale operations.
However, for merchants of any size looking to improve their customer segmentation and personalize their marketing efforts, SC Customer Tagging is the better option. Its focus on automated tagging based on customer behavior, and its integration with marketing platforms via Zapier, provides valuable tools for driving engagement and conversions. SC Customer Tagging offers broader applicability and potentially easier setup for merchants not exclusively focused on B2B.
Common Questions
Which app is easier to set up and use?
SC Customer Tagging likely has a simpler initial setup because it focuses on a broader range of customers rather than the specifically defined requirements of B2B operations handled by Onboard B2B: Company Profiles.
Can I use both apps together?
Potentially, but with careful consideration. SC Customer Tagging could be used to segment all customers, including B2B clients, based on general behavior. However, the core features of Onboard B2B: Company Profiles for managing B2B relationships would still be essential for wholesale operations.
Which app is better for improving customer lifetime value?
SC Customer Tagging is likely more effective at directly improving customer lifetime value for most businesses, due to its focus on targeted marketing and personalized communication based on customer behavior. Onboard B2B: Company Profiles will improve the LTV of *wholesale* customers, but won't impact B2C as much.
Does Onboard B2B: Company Profiles require Shopify Plus?
Based on the description referencing 'native Shopify Plus B2B features', it is highly likely that Onboard B2B: Company Profiles is designed for and requires a Shopify Plus subscription.
Which app offers better reporting?
Neither description mentions specific reporting features. The value of reports will depend on which aspect of a business is more important to the user.
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