Credenza connects to the tools
you already run.
Verification, certificates, and program intelligence are only useful where your team already spends its day. Credenza writes verified trade accounts into your store, keeps the exemption right in your books, and turns what it knows about them into audiences your marketing can act on.
Available nowVerified buyers, onboarded to your store.
Credenza verifies each trade applicant, then creates the customer profile in Shopify—or updates the one already there—with verification status, exemption details, and your trade-customer tag.
- Trade-customer tag your pricing rules already read
- Tax exemption scoped to the states a designer is registered in
- Certificate expirations tracked, exemptions revoked and reinstated automatically
- Works on every Shopify plan, including Plus B2B
Available nowTrade segments, ready to campaign against.
Credenza reads order history against the trade application and enriched firm data behind it to surface the accounts needing attention, then syncs any of them straight to a Klaviyo list.
- Opportunity segments maintained for you, defined in trade terms
- Push a segment once, or keep the list synced nightly
- Opens and clicks return to each firm's record in Credenza
- Your sales team sees engagement without a seat in your marketing tool
Available nowThe exemption right, before you invoice.
Credenza keeps each trade customer in QuickBooks in step with the resale certificates behind them, and reads back the invoices you raise as trade program revenue.
- Taxable status, resale number, and covered states on the customer record
- Certificates already attached to your customers read and filed
- Designers filed under the firm they work for, projects left out of it
- Invoices return nightly as per-firm revenue and lifetime value
Custom e-commerce stacks and ERPs are on the roadmap—if you’re running something bespoke, let’s talk.
One trade program, wired into your stack.
Connect from your Credenza dashboard. Nothing to install in your theme, and nothing for your team to keep in sync by hand.
Get started