Use your customer and supplier information as your competitive advantage
Just getting customers isn't enough
Building loyalty is key. And nothing builds loyalty and encourages repeat purchasing better than effective customer management. The information you gather and use through customer management demonstrates a diligence on your behalf to understand your customer and provide them with an experience that makes them go “WOW”.
How you can build loyalty with TradeGecko
TradeGecko allows you to record customers’ purchase history and details about their preferences, so you can understand their future behaviors better. Billing details, postal addresses, average purchase types and sizes, can be recorded in a way that assists order management.
What you can do with our features
Automatically record your customer order history
See all the orders with their details and status made by every customer in your database. See exactly when orders were created, emailed and even when the email was opened. Pretty cool!
Never miss important details about your customers and suppliers
Assign notes to customers and suppliers. This way, you will ensure that no piece of information is ever lost in the process, or unavailable to team members that need it.
Automate default discounts for every customer
A default tax rate and discount level can be set for every company in your customer database! Your business can thus always give the correct discounts, reduce errors, and improve overall customer relationship management through automated discount rates in Customer Discounts.
Applying a default discount rate to a customer profile or account means that when you pull up the sales order for that customer, the discount is automatically applied. Customer Discounts ensure you to always give the right discount.
Set default custom addresses for every customer
Set up any type of address you like i.e. billing, shipping, warehouse – any address you need to better manage your customers shipments.
Allow or restrict CRM access for different team members
Sensitive customer and supplier information is vital for your business. With TradeGecko, you can decide who in your team has access to the CRM and who’s not.