CoinDealerPro features for professional coin dealers and coin businesses

Inventory built for scale and control

Everything is tracked from purchase to sale and beyond.

• Internal ID, cert number, photos, notes, status and location.
• True cost: Not just the buy price—grading, shipping, and other fees are added automatically.
• Full coin history including source, crack-outs, grading, memos, travel history and more.
• Premium labels with cost codes, trip manifests for detailed accounting, split and funded deals tracked.
• List on eBay with one click, mark coins on hold, bulk select, group, export, assign tasks to employees and more.

Bullion that moves with the market

Keep a SKU catalog and update premiums daily.

• Trade bullion with live bids/asks that update automatically based on spot plus your premiums.
• Static prices for items that don’t move with melt.
• Publish sheets with your bids and asks.

Buy, sell, and settle on one account

Purchases, invoices, tax, payments, offsets, and checks against the same counterparty.

• See the running balance: they owe you, or you owe them.
• Offset a buy against a sale without needing to calculate it.
• Write and print checks from inside the app to make payments without the friction.

Contacts, balances, and want lists

Track what is open, who owes you money, and what coins they asked you to find.

• Outstanding balances, bills, files, and deal history.
• Coin-specific CRM tools give you the information you need to strengthen and grow customer relationships.
• Alert when inventory matches a dealer or customer want so opportunities are found instead of forced.

Memos, consignments, and auctions

Coins that leave the building stay in the system, not in email or in a pile on your desk.

• Outbound memos: send, return, or invoice what they keep. Reminders if you haven’t heard back in time.
• Incoming packages: buy, offer, pass — or take on consignment and sell.
• Automate auction consignment paperwork, then record proceeds and settlements. No workarounds needed.

Grading submissions done in 30 seconds, not 30 minutes

Submit to PCGS, NGC, CACG, and CAC in seconds.

• Official forms filled with saved submitter info.
• Coins, declared value totals, and fees calculated automatically.
• Tracked while the box is out.
• Grades, stickers, and fees are updated when coins return. Grading and shipping fees are added to each coin’s cost.

Reports that show you what’s working and what’s not

Stats that improve your strategy, not just CSVs for accounting.

• See which dealers, customers, partners, auction houses, and coin types are making you the most money—and losing you the most money.
• When applicable, see how much activity each employee is generating and how much revenue they’re contributing.
• Grading outcome reports quantify the state of the market, allowing you to make data-driven decisions instead of guessing.

Teams, permissions, and an audit trail

The shop can run without everything living in one person’s head.

• Separate workspaces, delegate access by employee.
• Activity log on every change.
• Build systems and knowledge so the company can expand without needing insight from the boss on every decision.

How the workflows connect

The entire operation in one cohesive system. Don’t just believe us. Book a call — we’ll walk through your workday, show how CoinDealerPro keeps information moving with the business instead of getting lost between tools, and identify where it can save time and improve profitability.