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Description
Simplifying and enhancing cost estimation leads to remarkable accuracy and efficiency. Businesses can expect a 75% reduction in the time taken to prepare quotes, alongside a 15% decrease in material waste due to meticulous paper planning. With precise costing, companies could see profitability levels rise by as much as 20%. This system supports multiple quantities and layout planning, making it applicable across various sectors such as Packaging, Commercial, Flexo Label, and Corrugation. The booking process is straightforward, enriched by valuable data insights, and can improve efficiency by up to 15% through effective sales order tracking. Firms can confidently make delivery commitments based on projected delivery dates, while quoting job rates according to the customer's historical order data. It also boasts the ability to organize multiple delivery schedules, providing transparency regarding finished goods. Clarity in execution eliminates errors, enhancing job performance through easily accessible information. Production line management becomes streamlined with operational workflows, allowing for quick processing of repeat orders informed by job history. Moreover, up to 50% of production planning errors can be avoided with proactive stock pre-booking, and businesses can effectively analyze discrepancies between estimated and actual costs. Ultimately, this framework not only improves overall workflow but also fosters a more responsive and accountable production environment.
Description
TradeOne CRM is a comprehensive platform designed for managing customer relationships and business operations specifically tailored for trading, distribution, and manufacturing sectors. This solution consolidates various functionalities such as lead tracking, field operations, delivery management, stock control, and collections into a single web and Android application.
In terms of sales, it offers tools for managing leads and inquiries, keeping track of customer history, setting follow-up reminders, and generating quotations and sales orders. For field operations, it includes features like beat planning, geo-tagged visit tracking, and management of attendance, leave, and travel expenses.
Delivery management is streamlined through optimized route planning, location-based delivery tracking, and a structured delivery approval process. On the financial side, it facilitates payment collections, manages outstanding balances, maintains customer ledgers, and provides aging reports across all plans without requiring an ERP system.
Stock management encompasses handling purchase orders, maintaining product records, monitoring inventory levels, and managing stock movements in and out of the business. Additionally, the team collaboration aspect features task approvals, one-on-one and group chat functionalities, along with comprehensive dashboards and reporting tools.
For those on the Professional plan, there is an option for ERP integration with automatic synchronization. Furthermore, users can enhance their experience with Jenefa AI, an optional add-on that allows them to query their CRM data using plain language, making information retrieval more user-friendly. This makes TradeOne CRM not only effective in consolidating business functions but also intuitive in its usage.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$200 one-time payment
Free Trial
No
Free Version
No
Pricing Details
$7/month/user
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Indus Analytics
Founded
2018
Country
India
Website
www.indusanalytics.in
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Print Estimating
"Best Price" Estimating
Yes
Best Fit Imposition
Yes
Bindery Estimating
Yes
Discounts Management
Yes
Multiple Version Calculations
Yes
Pre / Post Service Calculations
Yes
Pre-Press Estimating
Yes
Press & Run Style Analysis
Yes
Process Ink Calculation
Yes
Production Options Evaluation
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Alternatives
Alternatives
No Alternatives
