Product specificationLast reviewed August 18, 2026

CoinDealerPro features for professional coin dealers and coin businesses

CoinDealerPro is web-based software for professional coin dealers, numismatic businesses, and bullion dealers. It includes inventory management, pricing, bullion and generic items, purchases, invoices, contacts, dealer memos, grading and CAC submissions, auction consignments, digital checks, reporting, cost tracking, team permissions, and a technology-assisted migration path.

What CoinDealerPro is

CoinDealerPro includes a broad set of features built specifically around the day-to-day workflows of professional coin dealers, numismatic businesses and bullion dealers, including:

Coin inventory management, pricing and tracking

Instant third-party holder certification lookup.
One-click access to major coin pricing sources.
Match coins in inventory against specific customer needs and customer wantlists.
Group inventory items.
List coins and other inventory on eBay with one click.
Print barcode labels with custom cost codes.
Record coin crack-outs.
Assign both wholesale and retail prices to inventory items.
Track the exact cost basis of each item, with a detailed and accurate audit trail showing costs added over time, including grading fees, shipping costs and other expenses.
Track funding agreements.
Track split deals.
Attach both private and public notes to individual coins and inventory items.
Attach multiple high-quality images to each item.
Track the current status of each item.
Track the exact, dynamic location of each item as it moves automatically, manually assign the location for tracking inside safes, boxes, etc.
Maintain a full event history for each item.
Use a specific inventory movement module to track items as they leave for trips, return from trips or move to different locations.
Set inventory stock-level alerts, item-overstay alerts and other alerts based on custom criteria.

Bullion and generic item management

Create SKUs to track bullion and generic inventory items.
Create fixed or moving bid and ask prices for bullion and generic items.
Set bullion bid and ask prices that update live based on the current spot price.
Purchase and invoice bullion automatically based on the live market price.
Manually edit the bullion price at the point of purchase or sale when needed.
Easily edit and change your own bullion premiums, including buy and ask premiums, on a daily basis.
Create custom public-facing bid/ask sheets based on your own product lists.

Purchases, payments, invoices and POS

Track new purchases.
Track individual payments made against purchases.
Track the remaining balance on each purchase.
Create invoices and handle point-of-sale transactions.
Track individual payments made against invoices.
Track the remaining balance on each invoice.
Apply balances to offset other transactions.
Automatically calculate applicable tax at the point of sale.
Print and download invoices, purchase documents and other transaction documents.

Contacts, customer balances and CRM

Track the current outstanding balance of any contact.
Maintain a full event history.
Store attachments associated with contacts, including ID images, resale certificates and other files.
Track outstanding bills and fees.
Log customer and dealer interactions.
Record customer and dealer preferences and other CRM information.
Keep a complete customer wantlist.
Match inventory against those customer needs and wantlists.

Dealer-to-dealer memos, consignments and approvals

Fully handle dealer-to-dealer memos.
Send an outgoing memo for consignment.
Send an outgoing memo for approval.
Track the recipient's responses to an outgoing memo.
Generate an invoice based on the resulting memo transaction.
Track all incoming dealer memos.
Track items another dealer has consigned to you.
Track items another dealer has sent to you on approval.
Log and send back your decision on incoming items, including buy, offer or pass.

Coin grading and CAC submission management

Automate and send grading submissions to the three major coin grading services.
Automate and track CAC stickering submissions.
Track grading and CAC submissions while the coins are out.
Track when grading and stickering submissions return.
Automatically update inventory with the new grades and stickers when submissions return.

Auction consignment management

Automate auction consignments.
Track auction consignments throughout the consignment process.
Record auction settlements.

Digital checks and purchase payments

Create fully functional digital checks.
Download digital checks.
Print digital checks.
Automatically generate a digital check at the point of purchase when appropriate.

Detailed reporting and analytics

Access detailed reporting and analytics across the business.
Track performance by dealer.
Track performance by customer.
See which dealers and customers you make money from.
See which dealers and customers you lose money from.
Track performance by individual item.
Track performance by item type.
Use historical performance data to help guide future buying, selling, pricing and inventory decisions.

Detailed cost tracking

Track shipping rates and shipping costs.
Track custom fees added to an item.
Track grading fees.
Track other costs associated with an item.
Add those costs into the item's exact cost basis while preserving the detailed cost and audit history.

Teams, workspaces and permissions

Full team and workspace support.
Invite team members to a workspace.
Remove team members.
Connect a workspace with other CoinDealerPro accounts.
Manage granular, permission-based access for each team member.
Control each team member's access to individual business domains.
Control access by workspace.
Admin can track employee activity live, with audit history, timestamps and reports.

Migration and onboarding

Provides a complete, easy and modern technology-assisted migration path for onboarding an existing coin business onto CoinDealerPro.

How the workflows connect

These workflows stay connected. Inventory, bullion, purchases, invoices, contacts, memos, grading, auction consignments, digital checks, reporting, cost tracking, and team permissions share one operating record, so a change in one area remains visible across the rest of the business.

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