TradeJunction Product | CRM, Quoting, Inventory & ERP for Shopify

CRM

Every Customer in One Clear View

All your B2B customer details in one organized place — from contacts to order history — so your team always has full context.

Past Interactions at a Glance

See notes and past interactions at a glance. No more searching through inboxes — everything stays documented, accessible, and easy for your team to pick up instantly.

Order & Invoicing History

View previous quotes, orders, and invoices in one place. Perfect for B2B teams who need quick context before following up or moving a deal forward.

Pipeline

Visual Drag-and-Drop Stages

Manage deals with an intuitive, kanban-style pipeline that shows progress at a glance.

Prioritize What Matters

Quickly see blocked, delayed, or high-value deals so your team focuses on the right actions.

Adaptable to Your Workflow

Customize stages and fields to match your sales process, giving you a pipeline your team actually enjoys using.

Customization

Customize fields, workflows, and data to match your processes — the system adapts to your business, not the other way around.

Quoting

Fast Quote Creation

Build quotes in seconds with accurate pricing, margins, and custom line items.

Beautiful PDF Outputs

Generate clean, branded PDF proposals that clients trust and understand immediately.

Flexible Pricing Tools

Adjust discounts, product bundles, or margins with full control and zero spreadsheet math.

Convert Quotes to Orders

With one click, transform any quote into an order and move deals forward without friction.

Inventory

Real-Time Stock Tracking

Always know what’s available, reserved, committed, or incoming — synced with Shopify instantly.

Multi-Location Support

Manage warehouses, stores, and dropship locations with accurate per-location quantities.

True Landed Cost Visibility

Track average landed cost automatically — giving you clearer margin insight and more confident pricing decisions.

Low-Stock Alerts

Be notified when stock levels drop, helping you prevent overselling, delays, and surprise stockouts before they happen.

Purchasing

Smart Reorder Suggestions

See exactly what needs replenishing based on velocity, demand, and active quotes.

Create POs in Seconds

Generate well-structured purchase orders fast, pre-linked to suppliers and product data for smooth, error-free purchasing.

Track Deliveries Easily

Monitor ETA, incoming quantities, and partial receipts in one view — no spreadsheets or manual tracking required.

Supplier Management

Store every supplier detail, document, and order history in one organized hub, so your team always knows where to look.

Testimonials

Their Favorites Feature

Leverage insights from your business, customer, and product data to drive and enhance your team's performance and success.

Pipeliner is the first CRM that actually feels like it was built for how modern teams work today. The interface is clean and intuitive, but underneath it is a powerhouse of features that give us full control over our sales process.

It's flexible enough to adapt to our workflows without your needing a developer for every change, and fast enough to keep up with the pace of our team.

Odessa Mira