Getting started

What does VerifiedHive CRM do?

It keeps made-to-order and wholesale selling in one place in your Shopify admin. Forms and a Request a quote button bring in leads, and you follow them up. New businesses become Shopify B2B companies once you approve them. You build orders with a mockup on any item, and the buyer approves the order and its mockups on a page on your store. Shopify then places the order, and its payments and shipping come back here.

On the buying side, vendors apply through their own form and confirm your purchase orders online.

Where do I start?

1. Watch the 8-minute video at the top of Training: it shows the whole app.
2. Follow Get started on Home: your store's details, your companies, a form on your store and your first lead.
3. Do the Set up the store lessons once. Then everyone takes Work leads and Run orders, and account managers add Companies and buyers.

Are there videos?

Yes. Training starts with an 8-minute walkthrough of the whole app, and lessons marked Video have a short clip of their task. They play from YouTube's privacy-enhanced player, and only when you press play.

How do I put my logo and details on the buyer's page and invoices?

In Settings, Business, fill in Business name, Email and Address, add your logo and an Accent color (the color of the buyer's Approve order button), and press Save. Under Invoice and receipt, press Invoice to see the PDF a buyer downloads.

Which Shopify plan do I need?

Forms, leads, vendors and purchase orders work on any Shopify plan with the Online Store. Companies and their orders use Shopify B2B, which comes with most Shopify plans but not Starter or Retail. You can see your plan in your Shopify admin under Settings, Plan.

Does it work with my theme?

The form, the Request a quote button, the Create a business account button, the vendor application form and Hide price are app blocks and an app embed that you add in Shopify's theme editor. They work in themes that use Online Store 2.0 sections, like Shopify's own free themes: when you add a block, the theme editor shows an Apps tab. Older themes can't hold app blocks.

None of them changes your theme's code, so removing one leaves your theme as it was.

Can my whole team use it?

Yes. Anyone on your Shopify staff who has access to VerifiedHive can use it (your Shopify admin, Settings, Users). Add each person under Settings, Team too, so they can be an Account manager and pick their name in Who's working on this order.

Everyone on the team can do everything in the app: roles are labels only.

Why does an order ask who's working on it?

So every change is recorded under the right name in the order's history. The app remembers the name you choose in this browser, so on a shared computer, check it before you save.

Is there a limit on leads, orders or forms?

No. The plan includes every feature, with no limit on leads, companies, orders, forms, vendors or purchase orders. One order or purchase order can have up to 250 lines.

Does it work in other languages and currencies?

The app, the buyer's order page and the vendor's page are in English. Your own form questions, terms, notes and messages show as you write them.

Orders, invoices and purchase orders are in your store's currency. If a company location buys in another currency in Shopify, the order says so and that location's catalog prices aren't used.