Changelog

✨ New features

🔎 Filter Customers by risk and days overdue

The Customers page has two new filters. Risk lets you pick any mix of High, Medium and Low, and Days overdue picks a band: 7+, 30+, 60+ or 90+ days. They work with the Status, Owner and Sort controls on both the People and Companies tabs, and cover your whole store, not just the page on screen. More in The call list and sort modes.

🔗 Open customers in a new tab, and keep your place in the list

Customer names on the Customers, Winback, Tasks and Home lists are now real links, so Cmd-click (Ctrl-click on Windows), middle-click or right-click opens a customer in a new tab. Go back to Customers or Winback and the list is where you left it: same filters, same page, scrolled to the same spot, with the customer you opened last shaded.

Each customer card also has a link button next to the customer’s name. Click it to copy a link to that card and send a teammate straight to the account.

💪 Improvements

• Orders on the same day count as one buying day. B2B buyers often place several orders at once, one for each ship-to address. RevLogic now treats all of a customer’s orders on the same day (in your store’s time zone) as one buying day when it works out their order cycle, days overdue, churn risk, expected reorder date and key-account status. Order counts and spend still include every order. Some accounts may move on or off your call list, Winback or key accounts once as a result. More in Churn risk and Winback.

🐛 Bug fixes

• Cancelled and refunded orders no longer count. Order counts, spend, reorder cycles and product history now leave out cancelled and fully refunded orders, so a cancel-and-replace no longer looks like two orders a day apart. A partly refunded order still counts, but only for what the customer kept. Unpaid orders, like pending or net-terms orders, still count. More in What data RevLogic syncs.

✨ New features

👥 Assign accounts to your sales team

Managers can now give each person on the team — themselves included — their own book of business:

• Assign from the Customers page — one account with the Assign button on its row, or several at once by ticking them and choosing Assign to…. On B2B stores, assign company locations on the Companies tab.
• An Owner column and an Owner filter (Me, Unassigned, or a teammate) show who has what, including customers RevLogic hasn’t analysed yet.
• A Mine / Everyone switch appears on the call list and Winback once accounts are assigned, and your Home briefing counts your own accounts.
• Follow-ups go to the owner by default when someone raises a task on an owned account.

Everyone can still open and quote any account. More in Assigning accounts to your team.

✅ Assign tasks to a teammate, and a Tasks page that’s yours

Follow-ups can be handed to someone else with the composer’s new Assign to list, or moved later with Reassign. The Tasks page opens on My tasks — yours, plus anything nobody owns — with an Everyone switch, a Reschedule menu (Tomorrow, In 3 days, Next week) and a Completed recently section you can reopen a task from. Every note, call and task is now credited to the name on your team roster instead of an email address. More in Tasks and notes.

🚫 Do not call

Some accounts should never come up again. Choose Mark do not call from the new More menu on a customer’s card and they come off your call list, your Winback list and your Home counts — and RevLogic removes the winback tag from their Shopify record. Nothing brings them back but clearing the mark, not even a new order. You can still search for them and quote them, and the Customers page has a Do not call filter so you can always find who’s been marked.

↩️ Add or remove customers from Winback by hand

The winback threshold is a rule, and rules have exceptions. The More menu now lets you put one account on the Winback list whatever their reorder timing says, or take one off it — and the Winback page has a Remove button on every row. Someone you remove goes back on your call list whenever they’re overdue, like any other customer. Both choices clear themselves the moment that customer orders again. More in Churn risk and Winback.

🧾 See a customer’s draft orders on their card

Every quote your team builds now leaves a trace. A Draft orders section above the customer’s order history lists each draft order with its live status from Shopify — Open, Invoice sent, or Completed, linked to the order it became — plus the total, the date and who built it. One deleted in Shopify still shows, marked Deleted. More in Creating draft orders.

🔎 Filter and sort the Customers page

The Customers page now has a Status filter — Key accounts, Growing, Shrinking, Winback or Do not call — and a Sort control for most overdue, amount spent, orders, last order, contact name or company, with a button beside it that reverses the order. Both cover your whole store, on the People and Companies tabs, and a tag under the controls clears a filter in one click. More in Customer statuses and key accounts.

💪 Improvements

• The Dashboard is always there. Search and every customer card now work even when the call list is empty or hasn’t loaded — the message about the list sits in its own panel instead of replacing the page.

🐛 Bug fixes

• Turning Winback off no longer hides hand-added customers. A customer added to Winback by hand used to drop off the call list after Winback was switched off in Settings; they now stay on the call list like everyone else.

✨ New features

📅 Expected reorder date on the customer card

The Purchase Cycle section of every customer card now shows the date the customer is expected to reorder, right beside their last order date, so you can see the day instead of adding the cycle yourself. The standard-deviation figure has been removed.

Days overdue and expected reorder date now use the same cycle

Days overdue used to be measured against a customer’s average gap between orders, while churn risk, priority and the expected reorder date used their typical (median) gap. Everything now uses the typical gap:

• Days overdue is exactly how far past the expected reorder date a customer is — the two figures can no longer disagree.
• The Order cycle on the card shows that same figure, and the Winback threshold now means days past the customer’s typical cycle.
• The Klaviyo cycle-status property uses the same basis, so “due” lines up with what the call list shows.
• A customer with one unusually long or short gap may move on or off the call list and Winback once as a result.

More in The call list and sort modes and Churn risk and Winback.

🐛 Bug fixes

• Products you don’t track inventory for are recommended again — “Goes with this quote” and the other product suggestions used to skip any item whose inventory isn’t tracked in Shopify, because it looked out of stock. Those items are now suggested like any other, and the quote screen shows “Stock: not tracked” for them instead of 0.

✨ New features

📈 Spend trend now follows each customer’s own rhythm

The percentage next to Revenue Trend compares the customer’s most recent stretch of orders with the stretch before it, sized to how often they order.

• The window fits the customer — about a month for a weekly buyer, up to six months for an occasional one. The card names the window it used, so “+18% vs prior 45 days” reads the same for everyone.
• Not enough history says so — a customer without enough orders on both sides of the comparison shows “Not enough history” instead of a figure that would swing on one order.
• Growing and Shrinking use the same measure — the statuses, their Shopify tags, and the Klaviyo spend-trend property all react sooner for frequent buyers and stop reacting to a single quiet week for occasional ones. Some customers will change status on the next rebuild as a result.

More in Customer statuses and key accounts and Understanding health scores.

Revenue Trend now shows the last 6 months

The Revenue Trend chart on the customer card and the quote screen covers the last 6 months instead of 12, so the line reflects what is happening with the account now rather than a year of history. Quiet months still sit on the zero line.

🐛 Bug fixes

• Klaviyo: company accounts that were being skipped — a company location RevLogic could not find an email address for was skipped and never tried again. Once a customer or company sync fills in the contact, the account is picked up on the next sync and its properties are written to Klaviyo. See RevLogic properties in Klaviyo.
• Uninstall and data-removal cleanup — company, location, and status records are now removed along with the rest of a store’s data when the app is uninstalled or a data-removal request arrives.

🔧 Minor improvements

• Order and subscription webhooks retry briefly on a transient database interruption instead of failing the request.
• Stale status records for customers who have dropped out of your lookback are cleaned up on the weekly rebuild.

📈 Revenue Trend: every customer, last 12 months

The Revenue Trend chart on the customer card and the quote screen now shows for every customer, covering the last 12 months.

• Quiet months sit on the zero line — a customer with a single order, or a long gap between orders, gets a chart instead of nothing.
• Same chart in both places — the card on the dashboard and the sidebar on the quote screen now read the same way.
• No waiting for a rebuild — the chart fills in from the data you already have, so it appears the moment you open the app.

More in Getting started with RevLogic.

⭐ Key accounts: Automatic, Always, or Never

Every customer card now has a Key account button with three settings, so you can see why someone is a key account and take an account out when the rules get it wrong.

• Automatic follows the rules you set in Settings. Always and Never override them, in both directions.
• Always works for accounts with no recent orders — a customer whose orders all predate your lookback still gets a card, the Shopify tag, and the Klaviyo property.
• Threshold changes land in minutes — change your spend threshold in Settings and tags update within a few minutes instead of overnight.

📣 Klaviyo: clearer sending status

The Klaviyo card now tells you whether anything is actually going out.

• One-step switch-on — the property-push confirmation opens as soon as you connect.
• “Connected · not sending” replaces a green tick until the push is on; once it’s on you see when RevLogic last wrote to your profiles, and you’re told if a push is failing.
• Connected before 8 September? Press the new Reconnect button once. It keeps your push setting as it is and changes nothing in Klaviyo.

More in Customer statuses and key accounts and RevLogic properties in Klaviyo.

🔗 Klaviyo properties, straight from RevLogic

Connect your Klaviyo account in Settings and RevLogic keeps its intelligence current on your customer profiles as revlogic_* properties — no tags in between.

• Seven properties per profile — reorder-cycle status, health score, revenue tier, spend trend, key-account status, expected reorder date, and last order date.
• Segment and trigger directly — build segments on the properties, or run a date-property flow off the expected reorder date to reach a customer the week before they usually order.
• Nothing goes out until you say so — connecting writes nothing; switch the property push on when you’re ready, and turn it off or disconnect at any time.
• Tags still work — stores that haven’t connected keep the Shopify status tags. Use one route or the other, not both.

Full details in RevLogic properties in Klaviyo.

⭐ Key accounts, Growing, Shrinking and Winback

Every customer now carries statuses your team can see at a glance.

• Key account — set your own rules in Settings (order count, spend, lifetime or a rolling window) and RevLogic flags accounts that meet them automatically. Mark any account as key by hand from its card; a manual mark always wins.
• Growing and Shrinking — a customer’s recent spend compared with the period before, so reps see momentum without opening the card.
• Winback — the accounts that have gone quiet, ready for the winback list.
• Filter to key accounts on the Dashboard and Customers pages when you want the short list.
• Optional Shopify tags — turn on status tags and each status is written to the Shopify customer record as a tag, and removed when the status no longer applies. Use them to build segments in Klaviyo or any email platform that reads Shopify tags.

Full details in Customer statuses and key accounts and Build Klaviyo segments from RevLogic statuses.

📉 Churn risk judged against the typical reorder gap

Churn risk is now measured against a customer’s typical reorder gap — the middle of their history — rather than the plain average, so one unusually long or short gap no longer skews the verdict.

• Extra allowance for thin history — accounts with only a few orders get a wider margin before they’re flagged high risk, so occasional-but-loyal buyers stop showing up as false alarms.
• Call-list priority follows the same basis — days overdue and the order your call list sorts in use the same typical-gap figure, so what you see on the card matches why it’s there.

Full details in Churn risk and winback.

🏢 Quote any B2B account — even before their first order

Every account in your store is now quotable, whether or not RevLogic has purchase history for it.

• A Companies tab on the Customers page — stores using Shopify B2B get a People / Companies switch. Companies lists every company location — the level Shopify prices and invoices B2B orders at — with its parent company, address, orders, and amount spent, plus the same churn-risk and days-overdue columns as the call list once a location has history. Locations that have never ordered are listed too, so a company account can be quoted the day it’s created.
• A New quote button on the Dashboard and Customers pages — type a few characters, pick a person or a company, and the quote screen opens for them. Built for the moment a call turns into an order for an account you weren’t looking at.
• First-order quotes at contract prices — a location with no order history opens a quote at its own contract prices, with its addresses and phone already on the customer card. You choose which company contact the order is filed under: Shopify sends the invoice to the order contact, so RevLogic never picks one on your behalf.
• Companies in dashboard search — the inbound-call search box now shows matching company accounts in their own section, under the people.

Full details in Creating quotes and Your call list.

🔎 Search finds B2B buyers by company name

Native Shopify B2B keeps the company on its own record, not on the buyer’s customer record — so searching a company name used to come up empty. Now typing a company’s name into customer search finds its buyers directly, on the Customers page and in the dashboard search.

💱 Every price, in your currency

RevLogic used to render every figure with a dollar sign, whatever currency your store trades in. Now the whole app reads in your store’s own currency — pound stores see £, euro stores see €, yen stores see ¥ with no decimal places — for every currency Shopify supports, each formatted to its own rules.

• Everywhere prices appear — quotes and the configure-item dialog, the dashboard and customer cards, pitch opportunities, winback, merchandising, and home.
• Discount notes on draft orders, fixed — a £50 line discount used to land on the draft order and the customer’s invoice reading “$50 off”. It now carries your store’s own symbol.
• Your amounts never changed — totals and prices were always saved correctly in your store’s currency. This release fixes what you and your customers read, not what anyone was charged.

👤 Choose the contact a B2B quote is filed under

Every B2B draft order is filed under one of the company’s contacts — that’s who Shopify invoices and notifies.

• The Customer card now shows the order contact — by default the contact on the account’s most recent order, or the company’s main contact.
• Someone else buying this time? Click Change and pick another contact. Contacts assigned to the ordering location are listed first, and the company’s main contact is marked.
• Applies to this quote only — the account’s usual contact and the location the quote is priced against stay unchanged.

Full details in Creating quotes.

🏷️ A winback tag on your Shopify customer records

RevLogic’s Winback list now reaches into your Shopify admin. Turn on the new Winback tag in Shopify option in Settings and RevLogic keeps a customer tag — spelled exactly RevLogic Winback — on every account currently in winback.

• A live winback view on your Customers page — save the segment customer_tags CONTAINS 'RevLogic Winback' and it stays current on its own: customers appear as they lapse and drop out the moment they order again. The same segment works as an audience for Shopify Email and discounts.
• Removed as fast as it matters — when a winback customer places an order, the tag comes off within minutes, so nobody who just bought lingers in your winback segment.
• Automations welcome — the tag fires Shopify Flow triggers and syncs to any app that reads customer tags, so your winback email flow can run outside RevLogic.
• Off by default, and careful about ownership — nothing is written until you turn it on, the confirmation tells you how many customers the first pass will tag, and RevLogic only ever removes the tag it added — never one your own team applied. Turning the setting off removes every tag RevLogic set.

Full details in Churn risk and winback.

📊 Group your own Shopify reports by what RevLogic knows

RevLogic writes its findings onto your customer and order records, and Shopify picks them up as report dimensions — things you can group by, filter by, and chart in Shopify’s own reports and in ShopifyQL. Your reports, your data, your admin.

• Seven dimensions — churn risk, health, cycle status, value tier, and top category on each customer; source and order taker on each order.
• The three reports B2B teams build first — how much revenue sits with at-risk accounts, what your phone selling is actually worth, and sales by order taker.
• They keep themselves current — as a customer drifts past their reorder date or their health moves, the value updates. Order dimensions are stamped when the order is placed and never change afterwards.
• On by default, yours to switch off — the Shopify Analytics card in Settings. It needs the two new write permissions, so existing stores approve them once before the toggle unlocks.
• Uninstall-safe — the values stay on your own records, so historical reports keep working. They simply stop updating.

👥 Meet your team roster

• A roster that fills itself in — everyone on your staff who opens RevLogic appears under Settings → Team. No invites, no provisioning. The account owner is a manager, and managers set everyone else’s role.
• Every quote is credited — quotes are tagged RevLogic and stamped with whoever keyed them, which is what makes the sales-by-order-taker report possible. Rename a staff member in Shopify and their order history follows them.

🔔 What’s new, inside the app

• Release notes in the home header — the What’s new button on the RevLogic home page lists recent updates, with a one-line announcement the first time your team sees a new one.

Full details in RevLogic in Shopify Analytics, and the updated permissions picture in What RevLogic can access.

💰 Where an account’s budget isn’t going — sized in dollars a year

Every customer card carries Categories to pitch and Brands to pitch: the product types and vendors this account under-buys compared with customers who buy like they do. Each row is now sized in dollars, so your sales team can see which gap is worth calling about.

• A dollar figure, not a hunch — a row reading “Similar customers spend 11% · they’re at 2%” and ”~$4,200/yr” means closing that gap is worth roughly $4,200 a year to you. The biggest opportunities sort to the top.
• Benchmarks set by real wallets — the comparison is weighted by how much each customer actually spends, so a handful of small one-category buyers can’t set an unreachable bar for your largest accounts.
• Cleaner rows — the status tags came off. Each row keeps the name, the yearly figure, the share comparison, and the last bought date that tells you whether this is a gap or a lapse.

🧾 The whole call, on the quote screen

The customer card beside the quote now carries what a rep needs while the phone is ringing, without a trip to the Shopify admin.

• Contact and company — the buying contact, the company and location, and links straight through to the matching page in your Shopify admin.
• Addresses in full — shipping and billing blocks, including suite and unit lines, which RevLogic now syncs end to end.
• PO number — enter it under Quote details and it carries onto the draft order in Shopify.

🔧 Also in this release

• The quote builder gets the width — on laptop-sized windows the side panels shrink first, so the product search and line items keep their room.
• Filters in alphabetical order — the Product type and Vendor dropdowns on the quote screen are sorted by name.
• B2B pricing fix — opening a quote for a company buyer from a plain customer link now resolves to their company location, so contract prices and B2B drafts apply as they should. Previously that route could quote base catalog prices.

See Creating quotes and Cross-sell recommendations and pitch chips in the help center.

🧾 What your sales team builds is a quote

The screen your team works during a call now builds a quote, not an order — because that’s what it always was. Nothing about how the work reaches your store has changed; the name finally matches the job.

• The pipeline, end to end — your sales team builds a quote in RevLogic, it lands in your store as a standard Shopify draft order, and it’s completed there as an order. Same three steps as before, now named for what each one is.
• Renamed everywhere — “New quote” on the customer card and call list, quote notes and tags under Quote details, and “Goes with this quote” on the cross-sell picks. Quotes are still logged automatically on the customer timeline.
• Nothing else moves — billing, invoicing, payment, and fulfillment all run exactly as they do today, on the draft order Shopify already knows about. There’s nothing to reconfigure and no new object in your store.

Everything the quote screen does — building a long multi-line quote without a page reload on every change, typing the unit price you agreed on the phone, live B2B contract prices and quantity breaks, customer history beside the cart — is unchanged. See Creating quotes in the help center for the full flow.

💵 Every price a B2B account actually pays, right on the order screen

The order screen now quotes each company location’s contract prices everywhere — product search, line items, the frequently-ordered list, and cross-sell suggestions — with your base catalog price struck through beside it, so your sales team can see the discount an account is getting while they talk.

• Quantity price breaks, live — a product’s breaks are listed with it (for example 10+ @ $75.00), and a line re-prices itself the instant its quantity crosses a break. The subtotal on screen matches the draft order to the cent.
• Name your price, reliably — a unit price your sales team types in now always carries through to the draft order, for B2B and DTC orders alike. This also fixes a bug where a manually entered price could be silently dropped when the draft was created.
• Discount codes and order tags — add them under Order Details. Shopify applies the code on the draft order, and tags land on the order so you can filter and report on phone sales.
• Honest totals — the screen shows a subtotal it can stand behind; taxes and shipping are calculated by Shopify when the order becomes a draft. The old estimated-tax row is gone.

The full flow is documented in Creating draft orders in the help center.

🏢 Built for Shopify B2B — no Plus required

Shopify opened native B2B — company accounts, catalogs, and contract pricing — to every paid plan, and RevLogic plugs straight into it. Your sales team works company accounts without leaving the Shopify admin, on the plan you already have.

• Native Companies, out of the box — RevLogic reads your Shopify company accounts, locations, and B2B catalogs directly. No separate setup, no data import, no second system to keep in sync.
• Company-location call lists — accounts are ranked by the company location that actually reorders, so your team calls the right buying contact for every account.
• Contract pricing, honored automatically — draft orders you build in RevLogic respect each company’s B2B price list, so contract pricing flows through in seconds — no manual lookups.
• Blended B2B and DTC — selling to companies and direct-to-consumer from the same store? RevLogic handles both side by side, adapting to each account.

See the full breakdown on revlogic.app.

✨ New features

• Help center — a searchable knowledge base at revlogic.app/docs with guides covering everything from your first sync to daily call-list workflows. The same articles are at your fingertips inside the live-chat widget, so answers arrive without waiting on a reply.
• New order-volume pricing — four plans from $19 to $199 per month, banded by your store’s order volume, with your whole sales team included on every plan. Every plan starts with a 14-day free trial, and annual billing saves 17% (two months free).

🔧 Minor improvements

• A proper FAQ — evaluating RevLogic? revlogic.app/faq answers the questions B2B teams ask before installing: what data the app reads, how order entry compares to native draft orders, how winback decides an account is lapsed, and which plan fits your store.

🔧 Minor improvements

• Help center on the Help page — the in-app Help page now links straight to the help center, so setup guides and how-tos — from your first sync to health scores, winback, and plans — are one click away for your whole sales team, without leaving the Shopify admin.

✨ New features

• Native Shopify B2B support — company accounts and contract pricing now flow straight into your call lists and draft orders. It works on every paid Shopify plan — no Plus required — and RevLogic adapts to your setup automatically.
• Cross-sell suggestions in order entry — as you build a draft order, RevLogic surfaces “Goes with this order” picks mined from your store’s own basket history, anchored to the last item you added.
• Merchandising page with a cross-sell strategy matrix — define your own product-type plays (an anchor type and the target types it should pull through), and your recommendations respect them instantly.
• Cross-sell pitch chips on the call list — each call card can surface a ready-to-pitch product for that customer, so your sales team opens every call with a specific idea.
• Live chat support — reach us directly from the Home and Help pages, without leaving the app.

🔧 Minor improvements

• Tidier navigation — Data Sync now lives inside Settings, and there’s a new dedicated Help page — fewer top-level items and less to scan.

✨ New features

• Value on day one — RevLogic starts syncing automatically the moment you open it after installing, and a step-by-step setup guide walks you from first sync to your first call to your first order, checking each step off as it actually completes.
• “You’re ready” notification — when your call list is built, a notification takes you straight to it.
• Contextual save bar in Settings — change what you want, then save or discard deliberately, with a heads-up if you navigate away with unsaved changes.
• In-app Help & support — a new section with our support email, the App Store listing, and our privacy and terms, one click away.

🔧 Minor improvements

• Plain-language explanations — hover any metric (days overdue, reorder cycle, churn risk, impact) to see what it means and how it’s calculated, right where your sales team meets it.
• Honest sync progress — real-time status instead of a fixed bar that never moves.
• Clearer empty screens — they now explain what’s happening (still computing versus genuinely no repeat customers yet) instead of dead-ending.
• Deep-linked order numbers — order numbers in a customer’s history now open that order in your Shopify admin in one click.

🐛 Bug fixes

• Fixed the first-run setup screen briefly reappearing during a routine re-sync.

✨ New features

• Smarter cross-sell recommendations — the “what to pitch next” suggestions on each account now use the real product categories in your catalog plus what similar customers buy, instead of guesswork. Existing stores will see this improve after their next full product sync.

🐛 Bug fixes

• Fixed a sync failure that could occur on very large product catalogs.

🔧 Minor improvements

• Faster and more reliable at scale — RevLogic moved onto a more robust database and a dedicated background-processing tier, so syncs and profile updates hold up on large stores and big catalogs without slowing down the app you’re working in.

✨ New features

• Winback list — customers who drift well past their reorder window move off the active call list onto a dedicated Winback list, keeping your call list focused on the accounts likely to buy now. Set the threshold (or turn it off) in Settings; customers return automatically when they order again.
• Daily-briefing home — a new home screen built for the start of your sales team’s day: the top calls to make, tasks due, key counts at a glance, and a one-click path into the call list. The full cockpit moved to its own dashboard.
• Call-list sorting — order your call list by Most overdue, Highest value, or Biggest impact (which blends how overdue an account is with how much revenue is on the line). RevLogic remembers your choice.

🐛 Bug fixes

• Fixed a crash when opening the order screen from a direct link.

✨ New features

• Clearer risk signals — the abstract health score is now a plain risk level (low, medium, high) on every screen, so your sales team can see who’s slipping at a glance.
• Cadence-aware scoring — risk is measured against each customer’s own buying rhythm, so an account that orders quarterly isn’t flagged like one that orders weekly.
• Find any customer in seconds — a dashboard-wide search box and a native-style Customers page let you pull up any account by name, company, email, or phone — ideal for inbound calls.
• Rebuilt order screen — a reorder-friendly layout, a notes sidebar, and a plain-language intelligence pane right beside the products.
• Near-instant updates — when a customer places an order, their risk and call-list position update almost immediately, with no waiting for the next sync.
• Volume-aware sync window — RevLogic tunes how far back it syncs to your store’s size, so larger stores stay fast.

🐛 Bug fixes

• Fixed a “Failed to load customer profiles” error on the dashboard.
• Fixed slow pagination on the Customers page.
• Fixed several dashboard issues: pane scrolling, searching orders by phone number, note truncation, and the sticky customer header.

🔧 Minor improvements

• Smoother performance during large profile recomputes.

📋 Track every customer conversation

Your call list just became a CRM. Log notes, call outcomes, and follow-up tasks against any customer — all without leaving the dashboard. The timeline shows your manual entries alongside automatic events like orders placed and draft orders started, so the full customer story is in one place.

Three activity types to keep it simple:

• Notes — freeform context on the account
• Calls — log the outcome (connected, voicemail, no answer, bad number) with your notes
• Tasks — set a due date and mark complete when done

✅ A dedicated tasks inbox

Never miss a follow-up again. The new Tasks page groups your pending work into Overdue, Due today, and Due this week — so reps can start their morning knowing exactly who to call first. Click any customer name to jump straight to their profile.

🖥️ Redesigned desktop dashboard

RevLogic is built for inside sales reps who live at their desks, so we redesigned the main dashboard for desktop-first:

• Three columns at a glance — Call List on the left, customer intelligence in the middle, activity sidebar on the right
• Always-pinned customer header — key metrics stay visible while you scroll through the account
• Adaptive layout — the KPI strip reflows to fit your screen, from laptops to ultrawide monitors

📞 One-click contact copy

Click a phone number or email address to copy it to your clipboard. A confirmation toast lets you know it’s ready to paste into your phone system or email client — no more fumbling to select text.

📝 Cleaner activity timeline

Long notes are now collapsed to a preview with a Show more / Show less toggle, so a single detailed entry doesn’t bury the rest of the customer’s history.

🤝 Auto-logged draft orders

Every time you click Start Order from a customer card, RevLogic automatically logs it to the customer’s timeline. Perfect audit trail, zero extra clicks.

RevLogic launched on the Shopify App Store. Highlights from the first public release:

• Customer intelligence profiles — health scores, churn risk, purchase cycle, and brand/product gaps computed from your full Shopify order history
• Call list dashboard — a sortable, filterable list of who to talk to next, ranked by signal strength
• One-click draft orders — start a draft order from any customer card without leaving RevLogic
• Background sync — incremental refresh of orders, products, and customers via the Shopify Bulk Operations API
• Per-shop settings — configure new-order mode, lookback window, and minimum order threshold