What B2B wholesale teams ask before installing RevLogic: how the daily call list, quotes, winback, and pricing work.
RevLogic turns your store's order history into your sales team's working day. Every morning, each account is scored into a ranked call list: who's due to reorder, who's going quiet, and what to pitch next. Your team calls down the list and places the order right there. There are no dashboards to interpret and no spreadsheets to build.
B2B merchants such as wholesale distributors selling on Shopify (hardware, parts, packaging, industrial supply, and similar repeat-order businesses) with a sales team that works the phones. If your revenue runs on reorders and account relationships, that's who it's for.
No. RevLogic works on every Shopify plan. If you use Shopify's native B2B features (company accounts, catalogs, contract pricing), RevLogic works with those too, on any plan.
It replaces the part of a CRM a phone-sales team actually needs: knowing who to call, what they buy, and taking the order. Because it's built on your live order data instead of manual pipeline entry, it's always up to date. Nobody has to "keep the CRM current" for it to work. You can also take notes, log calls, and create follow-up tasks for each customer.
This is the question that kills most CRM rollouts, and it's why RevLogic lives inside Shopify admin. There's no separate login, no data entry, and nothing to migrate. Your team opens Shopify like they already do, and the call list is there, built from order data your store already has.
From your own order history. RevLogic learns each account's natural reorder cycle and ranks every account by reorder due date, order value, and momentum. An account that normally orders every two weeks and has gone four rises to the top of the list. There's no tagging, no setup rules, and no manual scoring.
RevLogic reads your orders, customers, and products to build the call list. The only thing it ever writes to your store is draft orders, and only when someone on your team creates one. It never edits your products, customers, or existing orders.
Recommendations are computed from your own store's purchase patterns (what accounts similar to each customer buy together), not from a generic model. When your team opens an account, RevLogic suggests products that account should be buying but isn't, so every call has a pitch ready.
New orders flow in automatically as they happen, and account profiles recompute continuously in the background. The call list your team sees in the morning reflects yesterday's orders.
Install the app and RevLogic syncs your order history automatically. For most stores the call list is ready within minutes, and for larger stores within the hour. There's nothing to configure to get started, and you can tune settings like winback thresholds later.
Quite a lot. Native draft orders reload the page on every quantity or price change. RevLogic's quote screen doesn't, which cuts the time to build a long multi-line quote roughly in half. Your sales team types the unit price they agreed on the phone, where native draft orders only let you discount off the catalog price. Live B2B contract pricing and quantity breaks apply as they type, on any Shopify plan. And everything a call needs sits beside the cart: purchase history, reorder cycle, and churn context, plus AI cross-sell picks (“Goes with this quote”) and reorder suggestions prefilled from that customer's own history. Discount codes and quote tags carry through, and every quote is logged automatically on the customer's timeline. The result is still a standard Shopify draft order, so your invoicing, payment, and fulfillment flow don't change at all.
Yes. Company accounts, catalogs, and contract pricing are supported out of the box. When your sales team builds a quote for a B2B customer, that company location's contract prices and quantity breaks are applied automatically, on any Shopify plan.
Against that account's own reorder cycle, not a fixed rule like "no order in 90 days." A customer who orders weekly gets flagged after a few missed weeks; a customer who orders quarterly isn't nagged after a month. You can also set a fixed amount of time to move a client to the winback section. The Winback section is for customers who've already lapsed but you don't want clogging up your daily call list.
Plans are priced by your store's order volume, not by how many people use it, and every plan includes your whole sales team. Current prices are on the RevLogic listing in the Shopify App Store . Annual billing saves 17% (two months free).
Yes. The trial is 14 days with every feature included, on every plan. No credit card is required to install.
Plans are banded by your store's order volume (averaged over the last 90 days):
| Plan | Orders per month |
|---|---|
| Basic | up to 300 |
| Grow | up to 1,500 |
| Advanced | up to 6,000 |
| Plus | up to 20,000 |
That's the goal. When your 90-day average moves into a higher band, you'll be prompted in the app to move up to the matching plan. Nothing is cut off overnight, and your data and settings carry over unchanged.
Your data is used for exactly one thing: powering your team's call list and recommendations. It's never sold, shared, or used outside your store. When you uninstall, your data is deleted in line with Shopify's data protection requirements (GDPR-compliant).
Never. RevLogic tells your team who to call, and your team owns every conversation. It sends no automated emails and no messages on your behalf.
Live chat inside the app, plus a help center at revlogic.app/docs with setup guides and feature walkthroughs. Advanced and Plus plans include priority support.
Start your 14-day free trial with every feature included. No credit card needed to install.