Manage your customer relationships by storing their purchase preferences, types and history to understand their buying behaviours better. Billing details and postal addresses are also saved for efficiency during order creation.
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.
Never miss important details about your customers and suppliers
Assign notes to customers and suppliers. This will ensure that no piece of information is ever lost in the process, or unavailable to team members that need it.
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.
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.
Plans starting from only $39USD per month
Change your plan based on your business needs.
Try TradeGecko free for 14 days
No credit card, no obligation
Subscribe to our Masters of Commerce newsletter for expert insights