# RevLogic > RevLogic is a B2B sales intelligence app and lightweight CRM for Shopify > merchants who sell wholesale. It reads the order history a store already has > and turns it into a prioritized daily call list: which accounts are drifting, > what they normally buy, what they have stopped buying, and what to pitch next. > It runs embedded in the Shopify admin and works on every Shopify plan — > Shopify Plus is not required. RevLogic is built for the person actually making the calls: wholesale sales reps, account managers, and owner-operators at B2B and mixed B2B/DTC Shopify stores. It is not an analytics dashboard — every screen ends in an action (a call, a task, a quote). ## What it does - **A daily call list** — every account ranked by how far past its own reorder rhythm it has slipped, sortable by most overdue, highest value, or biggest impact (overdue days and revenue at stake combined). - **Customer health scores** — a 0–100 composite of recency, frequency, and monetary value, computed from real Shopify order history. Recency is measured against each customer's own purchase rhythm, not a fixed calendar, and the time-sensitive part is re-derived on every read so scores decay in real time. - **Churn risk and winback** — grades accounts high, medium, or low risk from how far past their own cycle they have drifted, with a separate winback queue for customers who have gone quiet past a threshold the merchant sets. - **Product and brand gap analysis** — identifies the product types and vendors an account under-buys compared with customers who buy like they do, sized in dollars per year, against spend-weighted benchmarks. - **Cross-sell recommendations** — market-basket association rules mined from the store's own order history, shown beside the quote as it is built. A rule needs at least three distinct buyers, must clear a significance floor and a lift gate, and ranks by the lower bound of confidence. A merchandising matrix lets the merchant steer which product types get pushed with which, applied instantly. - **Quotes** — a quote screen built for phone selling: no reload on quantity or price changes, per-line name-your-price, purchase history and cross-sell beside the cart, PO numbers and tags. The output is a completely standard Shopify draft order; taxes, shipping, invoicing, and fulfillment stay in Shopify. - **A lightweight B2B CRM** — notes, calls with outcomes (connected, voicemail, no answer, bad number), tasks with due dates, and automatic order and quote events on one timeline per customer. A tasks inbox groups work into overdue, due today, and due this week. The team roster is self-registering: every staff member who opens RevLogic appears in Settings with a manager or sales rep role. - **Native Shopify B2B support** — reads Companies and company locations, ranks by the location that actually reorders, and applies contract prices and quantity breaks live in quotes, on every paid Shopify plan. Works equally well on stores selling wholesale without native B2B. - **Dimensions in Shopify Analytics** — writes seven values onto the merchant's own Shopify records (churn risk, health, cycle status, value tier and top category per customer; source and order taker per order) so Shopify's own reports and ShopifyQL can group and filter by them. Values persist after uninstall. RevLogic never contacts a merchant's customers. It reads store data and surfaces it internally to the sales team. It has no email marketing, no automated sequences, no lead capture, and no multi-stage deal pipeline. ## Features One page per feature — how it works, why it is built that way, and the questions merchants ask about it. - [Features index](https://revlogic.app/features/): All nine features and how they chain into one workflow. - [The daily call list](https://revlogic.app/features/daily-call-list/): How accounts are ranked, the three sort modes, and snoozing. - [Customer health scores](https://revlogic.app/features/customer-health-scores/): The 0–100 RFM composite, per-customer recency, and real-time decay. - [Churn risk alerts and winback](https://revlogic.app/features/churn-risk-and-winback/): Grading silent B2B churn and the separate winback queue. - [Product and brand gap analysis](https://revlogic.app/features/product-gap-analysis/): Categories and brands an account under-buys, priced in dollars a year. - [Cross-sell recommendations](https://revlogic.app/features/cross-sell-recommendations/): Market-basket mining, the statistical guards, and the merchandising matrix. - [Quotes that become Shopify draft orders](https://revlogic.app/features/quotes-and-draft-orders/): The phone-selling quote screen and how it differs from native draft orders. - [A B2B CRM built into your Shopify admin](https://revlogic.app/features/shopify-b2b-crm/): Why Shopify is not a CRM, and the timeline, tasks, and roster RevLogic adds. - [Native Shopify B2B support](https://revlogic.app/features/shopify-b2b-companies/): Companies, locations, and contract pricing on every paid plan. - [RevLogic dimensions in Shopify Analytics](https://revlogic.app/features/shopify-analytics-reporting/): The seven dimensions and the three reports B2B teams build first. ## Guides Long-form, source-checked reference material on selling B2B and wholesale on Shopify. Every plan claim and limit is dated and linked to Shopify's own documentation. - [Guides index](https://revlogic.app/guides/): All RevLogic guides. - [How to sell wholesale on Shopify (2026 guide)](https://revlogic.app/guides/how-to-sell-wholesale-on-shopify/): What native Shopify B2B includes on each plan since it opened to Basic, Grow, and Advanced on 2026-04-02; the five ways to run wholesale on Shopify; step-by-step setup; wholesale pricing; documented B2B limits; and when custom Shopify Functions are required. ## Docs - [RevLogic docs](https://revlogic.app/docs/): Full help center index. - [Getting started with RevLogic](https://revlogic.app/docs/getting-started-with-revlogic/): End-to-end overview of the product and its workflow. - [Installing RevLogic and your first sync](https://revlogic.app/docs/install-and-first-sync/): Install, OAuth, and the initial data sync. - [What data RevLogic syncs](https://revlogic.app/docs/what-data-revlogic-syncs/): Orders, products, and customers pulled from Shopify. - [Your first call list](https://revlogic.app/docs/your-first-call-list/): How to work the prioritized list on day one. - [The call list and sort modes](https://revlogic.app/docs/call-list-and-sort-modes/): How accounts are ranked and the available sort modes. - [Understanding health scores](https://revlogic.app/docs/understanding-health-scores/): What the 0–100 score measures and how active, at-risk, and churned differ. - [Churn risk and winback](https://revlogic.app/docs/churn-risk-and-winback/): How an account is judged lapsed and how the winback list works. - [Creating quotes](https://revlogic.app/docs/creating-draft-orders/): Building quotes that become Shopify draft orders. - [Cross-sell recommendations and pitch chips](https://revlogic.app/docs/cross-sell-recommendations-and-pitch-chips/): How product gap suggestions are generated and ranked. - [The merchandising strategy matrix](https://revlogic.app/docs/merchandising-strategy-matrix/): Portfolio view of product performance across the customer base. - [Tasks and notes](https://revlogic.app/docs/tasks-and-notes/): Logging follow-ups and the tasks inbox. - [RevLogic in Shopify Analytics](https://revlogic.app/docs/revlogic-in-shopify-analytics/): Using RevLogic intelligence as native Shopify Analytics dimensions. - [Plans and pricing](https://revlogic.app/docs/plans-and-pricing/): Plan tiers, order bands, and the free trial. - [What happens if my store outgrows its plan](https://revlogic.app/docs/what-happens-if-my-store-outgrows-its-plan/): How order-volume overages are handled. - [What RevLogic can access](https://revlogic.app/docs/what-revlogic-can-access/): The exact Shopify permissions requested and why. - [Data retention and GDPR](https://revlogic.app/docs/data-retention-and-gdpr/): Retention windows and GDPR request handling. ## Product and company - [Home](https://revlogic.app/): Product overview, features, pricing, and demo video. - [FAQ](https://revlogic.app/faq/): Pre-install questions about fit, data access, quotes, and plans. - [Changelog](https://revlogic.app/changelog/): Release notes for every shipped version. - [Blog](https://revlogic.app/blog/): Writing on B2B sales, Shopify wholesale, and customer intelligence. - [Partner program](https://revlogic.app/partners/): Referral program for Shopify B2B agencies. - [Install on the Shopify App Store](https://apps.shopify.com/revlogic): Listing, reviews, and install. ## Legal - [Privacy policy](https://revlogic.app/privacy/) - [Terms of service](https://revlogic.app/terms/)