The Shopify-native wholesale system for omnichannel brands.
Take a lead to a paid invoice. Sell more. Get paid faster. Spend less time chasing orders.
Connects toShopifyQuickBooksNetSuiteSquare POS
| Shop | Status | |
|---|---|---|
| Basin Goods | Grand Junction | New |
| Harbor & Pine | Bozeman | New |
| Ridgeline Outfitters | Bend | New |
- Promote to lead
- Find email
- Enrich
Trusted by
One system
Four jobs that usually live in four tools.
Lead gen, CRM, orders, and cash share one record — so nothing gets re-keyed on the way from a prospect to a paid invoice.
- Lead gen
Finding new retailers should be easy.
Pull retailers from a store locator page, or ask for shops by type and place. They land as contacts — no spreadsheet in between.
ResultProspects you can sell to right away
- CRM
Close more leads, faster.
Prospects, leads, and ordering live together, so the next step is already drafted when you open the record.
ResultLeads close faster and with less manual work
- Order
Order entry should be frictionless with multiple options for reps and buyers.
Buyers shop a catalog, reps send a suggested order Keystone drafted from history and nearby D2C, or you drop in a spreadsheet.
ResultOrder entry that takes minutes
- Cash
Getting paid without the follow-up emails.
Invoices sit with the order, so reps and buyers see the same balance — and buyers can pay online. Ask who’s overdue.
ResultInvoices that don’t need chasing
Keystone AI
Keystone AI works with you.
- Lead gen
“Outdoor shops in Colorado”
Landed 3 shops as contacts
- Peak OutfittersBoulder
- Canyon SupplyDurango
- Alpine ShopFort Collins
Promote to lead - Order
“Draft a cart for Peak Outfitters”
Built an order based on D2C sales near Peak Outfitters
- Trail Pack 28L×6
- Alpine Shell×4
- Camp Mug Set×12
Send - CRM
“Accounts that haven’t ordered in 60 days”
Drafted a sequence for 3 accounts
- Ridge MercantileDraft
- Mesa GoodsDraft
- Timber & CoDraft
Enroll
On Pro, ask from Claude or ChatGPT.
Integrations
Connects to the systems you already run.
Keystone works with what you already run, like Shopify and QuickBooks, so nothing gets replaced. Need something custom? Use the API, or ask us to build it.
- Shopify
- QuickBooks
- BetaXero
- NetSuite
- Luminous
- Deposco
- BetaShipHero
- BetaInventory Planner
- Flexport
- CRSTL
Pricing
Plans that grow with your team.
Book a demo, or install from the Shopify App Store. No credit card required.
For small teams getting started with B2B order entry and a core CRM.
- 100 B2B orders / month
- 3 brand users
- 5 rep users
- Unlimited buyer users
- 90 days historical sync
- Email support
- Shopify integration
- Email Campaigns
- CRM (leads, pipeline, 1:1 email)
- 50 email searches / month
- Lead Gen
- QuickBooks Match
- Sequences
- MCP for Claude / Cursor / ChatGPT
- QuickBooks Push
- Additional Integrations
- ERP Integrations
For growing teams that need sequences, MCP, and accounting sync.
- 300 B2B orders / month
- 10 brand users
- 15 rep users
- Unlimited buyer users
- 1 year historical sync
- Priority email support
- Shopify integration
- Email Campaigns
- CRM (leads, pipeline, 1:1 email)
- 500 email searches / month
- Lead Gen
- Sequences
- MCP for Claude / Cursor / ChatGPT
- QuickBooks Match + Push
- Additional Integrations
- ERP Integrations
For mature brands that need ERP depth and unlimited scale.
- Unlimited B2B orders
- Unlimited brand users
- Unlimited rep users
- Unlimited buyer users
- Unlimited historical sync
- Dedicated Slack channel
- Shopify integration
- Email Campaigns
- CRM (leads, pipeline, 1:1 email)
- 500 email searches / month
- Lead Gen
- Sequences
- MCP for Claude / Cursor / ChatGPT
- QuickBooks Match + Push
- Additional Integrations
- ERP Integrations
All plans include automatic product & customer sync and our full catalog builder. Not on Shopify? Book a demo and we'll be in touch.
Implementation
Go-live in days, not weeks.
Most teams are prospecting, closing leads, and placing live orders within a week — not after a six-month rollout.
Link Shopify, QuickBooks, your ERP, or an API. We import your catalog, customers, and order history.
Set price levels, reps, segments, and email branding. We do it with you on a call.
Prospect, close leads, and place the first orders. Catalogs and campaigns can go out the same week.
Reviews
What our customers are saying
The platform feels like it was built by people who actually understand the needs of a growing wholesale business. On top of that, the Keystone team has been amazing to work with — they're responsive, receptive to feedback, and always willing to help us find the best way to accomplish what we need.
Really easy to use and has every feature I could've asked for. Both of the founders are incredibly responsive and willing to add features for us as well.
After launching to my independent reps (w/o training), I had 3 calls within 24 hours from them raving about how intuitive it is. … Has cut down on info requests by reps SIGNIFICANTLY, driving time efficiency with my Sales Ops team (who are also delighted).
Solid, responsive and quick are the 3 words I would use to describe my experience. Unlike other systems, the team has been highly reactive to my comments and concerns, which is helpful when time is of the essence.
Keystone provides great options, quick responses, and thoughtful solutions for sales reps and their accounts.
Also in the toolkit
More things your team stops doing by hand.
Brand assets, tradeshow orders, contests, sales targets, and reports. Expand a row to see how each one works.
Tradeshow Mode
Show floorWrite orders on a phone or tablet at the booth, scanning UPCs instead of typing SKUs.
Brand Assets
LibraryLogos, catalogs, and linesheets in one place, so reps stop asking marketing for files.
Rep Contests
CompetitionRun rep against rep, or reward new accounts and new product.
Sales targets
Plan vs. actualSet a target per rep, then see who’s ahead and who needs help.
Analytics
MCP + reportsWholesale reports that show what to sell next, plus MCP for Claude, Cursor, and ChatGPT.
Sell more. Get paid faster.
Go live in days. Take a lead to a paid invoice in the first week.