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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Keystone represents the inaugural operating system designed exclusively for B2B ecommerce brands engaged in wholesale transactions. Currently, many wholesale teams find themselves struggling to integrate various disparate tools for lead generation, customer relationship management, order processing, and accounts receivable, which often leads to stalled deals, overlooked orders, and delayed cash flow. By consolidating the entire lead-to-cash process into a unified platform that is seamlessly built on Shopify, Keystone effectively bridges these gaps. Rather than compelling brands to patch together individual solutions like Elastic, RepSpark, or NuOrder — each addressing merely a fragment of the wholesale process — Keystone provides a comprehensive system that tracks a buyer's journey from initial inquiry to the completion of payment. This integration results in reduced manual labor, minimizes the risk of missed transitions between sales and operations, and enhances transparency regarding the factors that contribute to revenue generation. With Keystone, businesses can streamline their operations and focus on growth.

Description

Keystone by Smart provides a versatile platform tailored for a variety of entities, including national and regional governments, banks, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are fully customizable to meet the specific needs of your organization and market. As the world's first global, cloud-native retirement savings platform, Keystone by Smart is operational across four continents, assisting over a million individuals in planning and managing their retirement finances in collaboration with some of the most recognized financial institutions globally. This singular retirement technology platform empowers financial services organizations and governments to effectively cater to their customers' and citizens' needs while remaining adaptable to legislative changes now and in the future. The platform supports a wide range of functionalities, from user-friendly apps and web-based tools for both employers and employees to comprehensive data migration services that facilitate the movement or consolidation of vast numbers of accounts, ensuring seamless integration and management. With Keystone by Smart, organizations can not only streamline their operations but also enhance the retirement planning experience for their users.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Shopify

Integrations

Shopify

Pricing Details

$299
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Keystone B2B LLC

Founded

2025

Country

United States

Website

keystoneb2b.io

Vendor Details

Company Name

Smart

Country

United Kingdom

Website

www.smart.co/what-we-do/keystone

Product Features

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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