Getting started with RevLogic

RevLogic (listed on the Shopify App Store as "RevLogic | Ai B2B Sales CRM") turns your Shopify order history into a prioritized daily call list for your sales team — who to call, what to pitch, and which accounts are quietly slipping away. It is built for wholesale and B2B merchants whose sales happen on the phone, and it works entirely inside the Shopify admin your team already has open.

This tutorial walks through your first day with the app step by step: install, first sync, reading the Home briefing, working the Dashboard call list, creating a B2B draft order, and the handful of settings and features worth knowing about from day one.

1. Open the RevLogic listing at apps.shopify.com/revlogic and click Add app.
2. Review the permissions and approve the install. RevLogic asks to read your orders, products, and customers, and to create draft orders — nothing more. It never edits or deletes anything in your store.
3. Choose a plan and approve the charge. Every plan starts with a 14-day free trial, so you can work a real call list before you're billed, and the charge appears on your normal Shopify invoice.

RevLogic opens inside your Shopify admin. There's nothing to install on your storefront and no separate login for your sales team. For the plans and how they're priced, see Plans and pricing.

The moment your trial is active, RevLogic starts a full sync in the background. It pulls your customers first (so orders match the right accounts), then your orders over the lookback window (six months by default), then your products. The sync runs on our servers, so you can close the tab and come back later.

Most stores finish in a few minutes; larger stores take a little longer. You can watch live progress on the Data Sync page. When the data lands, RevLogic computes a customer intelligence profile for every repeat buyer — their order rhythm, health score, churn risk, and what to pitch. For the full picture of what's pulled and how it stays current, see What data RevLogic syncs and Installing RevLogic and your first sync.

The Home page is where each day starts. Once your store is synced, it shows four stat tiles:

• Calls overdue — how many customers are past their reorder date right now.
• Tasks due today — follow-ups you or your team scheduled.
• Winback — lapsed customers who've drifted too far past their rhythm.
• Total accounts — every customer RevLogic has profiled.

Below the stats, Top calls today lists your highest-priority accounts with their lifetime value and how many days overdue they are — click any one to jump straight to that customer, or click Start calling to open the full call list. Today's tasks shows your next few follow-ups, and a daily sales quote or tip sends you off. The Explore section links out to Customers, Winback, Data Sync, and Settings.

The Dashboard — your Sales Rep Dashboard — is the calling cockpit: the call list on the left, the selected customer's Customer Intelligence on the right.

Each call-list card shows the account name (and company, for B2B), a red or amber days-overdue badge, lifetime revenue, average order cycle, order count, and a Pitch chip when RevLogic has a cross-sell idea. Two controls shape what you see:

• Sort by — Most overdue (the default, most urgent first), Highest value (biggest accounts first), or Biggest impact (overdue and revenue combined — the best default for the highest-leverage calls). Your choice is remembered per device.
• Filters — narrow the list with All / High / Med priority, and on stores using Shopify B2B, an extra All / B2B / DTC control to focus on company accounts or direct-to-consumer customers.

Click a card and the right-hand panel fills with everything you need for the call: lifetime revenue, total orders, average order value and trend, order cycle, days overdue, a Revenue Trend chart, Purchase Cycle stats, top products and vendor breakdown, and — the pitch cards — Categories to pitch and Brands to pitch, RevLogic's cross-sell recommendations for that account. Use Log Call to record the outcome of a call, or the clock icon to snooze a customer off today's list for seven days.

Work top to bottom and your team always spends its time on the accounts most likely to reorder — and most costly to lose. See Your first call list and The call list and sort modes for more detail.

When a call turns into a sale, click New Order on the customer's card. By default this opens RevLogic's advanced order-entry screen, laid out in three panes: Customer Intelligence on the left (the same Categories/Brands to pitch you saw on the Dashboard), the draft order in the middle (customer details, Order Items with product-type and vendor filters plus product search, your line items, and a subtotal/tax/Est. Total summary), and Frequently ordered quick-add on the right alongside any cross-sell suggestions for what's already in the cart.

For accounts on native Shopify B2B, a banner reads "B2B account — the draft order applies this location's contract pricing; prices shown here are base catalog prices." RevLogic creates the draft against the right company and location automatically, on any plan, so contract pricing and terms apply without extra steps.

The finished draft lands in your Shopify admin under Orders → Drafts to collect payment or send an invoice, and it's logged on the customer's activity timeline automatically. See Creating draft orders for the full flow and the native fallback options.

Not every overdue account is worth chasing daily. Once a customer drifts far enough past their own reorder cycle, RevLogic moves them off the call list and onto the Winback list — accounts worth a recovery call, sorted by lifetime revenue so the most valuable ones to win back sit on top. Open Winback from Home or the nav; click any row to open that customer's full profile on the Dashboard and start a recovery call or order.

Customers move back to the call list automatically the moment they order again — you never have to move anyone by hand. See Churn risk and winback for how the threshold works and how to change it.

The Categories to pitch and Brands to pitch you see on every customer come from RevLogic's own analysis of your order history — but you can steer them. Open Merchandising to set up to three target product types to offer whenever a given anchor product type is in the cart (for example: anchor "Coffee Beans," targets "Filters," "Grinders," "Mugs"). Save a play and it's live immediately — no re-sync or overnight rebuild needed. See The merchandising strategy matrix for the full walkthrough.

Open Settings to shape how the call list and order entry behave:

• Order Entry Screen — keep RevLogic's advanced order screen on (the default), or fall back to Shopify's native draft flow.
• Minimum Order Threshold — how many orders a customer needs before they get a profile and appear on the call list (1, 2, 3, or 5 orders; 2 is recommended).
• Winback List — how far past their own reorder cycle a customer drifts before moving to Winback (Off, or 30–180 days; 60 is recommended).
• Order History Lookback — how far back a full sync reaches; changing it only affects future syncs.

The Data & sync card at the top of Settings links to the Data Sync page for sync status and manual refreshes.

Open the Help page in the app to start a live chat — the chat button sits in the bottom-right corner, and we usually reply within a few minutes during business hours. The same page links to our help center, where these articles live.

• Installing RevLogic and your first sync — the install and sync steps in detail.
• Your first call list and The call list and sort modes — how the daily call list is built and worked.
• Creating draft orders — turning a call into an order.
• Churn risk and winback and The merchandising strategy matrix — recovering lapsed accounts and steering cross-sell.
• Plans and pricing — the four plans and the free trial.