Product / Shopify sales desk
Sell & operateYour store's orders become someone to follow up with.
Create a custom app in your Shopify admin and paste its token — no code.
Orders attach by email to the contact you already have; blank fields get filled, yours are never overwritten.
The background sync ships switched off — connecting a store does not start it.
Follow-ups rank themselves. You decide who to contact.
The store connection, customer and order sync, and the draft-order handoff are built and ship as an opt-in integration — the background sync stays off until it is switched on.
Shopify is a good shopfront and a poor system of record. We leave the front alone and make its orders count where the customer already lives.
Overdue tasks, deals due a nudge, cold high-value quotes, membership renewals and repeat customers who have gone quiet are unioned into a single worklist with one urgency score.
An online order matches to the existing customer by email, attaches to their company account where Shopify gave you one, and is noted on their timeline the first time it imports. Shopify hands over the last 60 days of orders; anything older needs extra approval from them.
Once it is paid in Shopify, a synced order joins that contact's own Shopify total, order count and last-order date, shown beside the figures from the orders you take yourself.
Pick a row and get an editable outreach draft grounded in whatever you already hold for that customer — their contact details, what they have bought and paid, their deals, and recent timeline entries and not-yet-due tasks. It never reorders or hides the list, and nothing is sent from here — you copy the draft into your own email.
Customers, orders and products, inbound
Attached to the customer, not to a second inbox
Products and variants, one direction
One score, and the reason it earned
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