Product tour

A day on the sales desk, in one minute.

Six steps through RevLogic on a sample store: from the morning briefing to the order. Click the pulsing ring, or use Next.

Step 1 of 6

Your day, ready

Each person on your sales team opens RevLogic to their own briefing: calls overdue, the top calls for today, and the tasks due.

RevLogic Home: calls overdue, tasks due today, winback and total accounts, then the top three calls for today and today’s tasks.

Step 2 of 6

Your call list

Back Next

Every account, ranked by how far it has drifted past its own reorder rhythm. Days overdue and lifetime spend show at a glance.

The call list showing everyone’s accounts, sorted by most overdue, with days overdue and lifetime revenue on each row.

Step 2 of 6

Your call list

Back Next

Switch to Mine and the list narrows to the accounts assigned to you.

The call list switched to Mine, showing four assigned accounts, with Marcus Trell at the bottom.

Step 3 of 6

Open the account

Back Next

Owner, contact details, status and spend trend in one place, plus the categories this account buys less of than similar customers, sized in $/yr.

Marcus Trell’s account card: owner Alex Carter, Key account and Growing badges, medium risk, and Categories to pitch sized in dollars per year.

Step 4 of 6

Log the call, set the follow-up

Back Next

Pick the outcome, write what was said, and post it to the account.

The activity composer on Call, with the outcome Connected and a note about the call.

Step 4 of 6

Log the call, set the follow-up

Back Next

Raise a follow-up and assign it to a teammate. It lands in their Tasks inbox and on their Home page.

The composer on Task, due 10/21/2026, assigned to Jordan Ellis.

Step 4 of 6

Log the call, set the follow-up

Back Next

One timeline per customer: notes, calls and tasks in a single thread, alongside their Shopify orders.

The account timeline: a pinned note, a task for Jordan Ellis, a connected call, a voicemail and earlier notes.

Step 5 of 6

Take the order

Back Next

Nothing reloads as you change a quantity or a price, and you type the price you agreed. AI cross-sell and the customer’s history sit beside the cart. Send it and it lands in Shopify as a standard draft order.

The quote screen: customer intelligence on the left, two order lines with prices and quantities in the middle, and Goes with this quote cross-sell plus Frequently ordered on the right.

Step 6 of 6

The CRM that lives inside Shopify.

No connector. No second login.

Start your 14-day free trial Back to the start

Step 1 of 6

Your day, ready

Each person on your sales team opens RevLogic to their own briefing: calls overdue, the top calls for today, and the tasks due.
Step 2 of 6

Your call list

Every account, ranked by how far it has drifted past its own reorder rhythm. Switch to Mine for just the accounts assigned to you.
Step 3 of 6

Open the account

Owner, contact details, status and spend trend in one place, plus the categories this account buys less of than similar customers, sized in $/yr.
Step 4 of 6

Log the call, set the follow-up

Log the call, then raise a follow-up for a teammate. Everything lands on one timeline per customer.
Step 5 of 6

Take the order

Nothing reloads as you change a quantity or a price, and you type the price you agreed. AI cross-sell and the customer’s history sit beside the cart. Send it and it lands in Shopify as a standard draft order.
Step 6 of 6

The CRM that lives inside Shopify.

No connector. No second login.
Start your 14-day free trial