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Description
Ivy Mobility offers an Industry Cloud specifically designed for the consumer goods sector, featuring a comprehensive suite of software applications that enhance and streamline various functions such as sales, merchandising, distribution, and direct store delivery. With a focus on improving retail execution, the field sales module empowers sales representatives to create the ideal store environment by conducting surveys, audits, and guided selling processes. The Direct Store Delivery (DSD) functionality caters to a range of users, including sales personnel, delivery teams, route sales agents, and independent representatives. Additionally, the field service component aids route sales representatives in scheduling stock deliveries, restocking vending machines, and managing financial collections efficiently. Sales Force Automation facilitates client engagement in retail environments, allowing brand ambassadors to directly promote products to consumers, implement promotions, increase sales, and manage inventory and time effectively. Moreover, Distributor Management tools assist brands and major distributors in overseeing routes, sales, and route accounting seamlessly. Lastly, Digital Merchandising enables merchandisers to effectively manage planograms, display setups, and monitor competitor activities, ensuring that they maintain a competitive edge in the market. This comprehensive suite not only enhances productivity but also fosters better collaboration among various stakeholders in the consumer goods industry.
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
No price information available.
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
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
No
Live Rep (24/7)
Yes
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
Ivy Mobility
Founded
2002
Country
Singapore
Website
ivymobility.com
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Distribution
Barcoding / RFID
No
Import / Export Management
No
Inventory Management
Yes
Order Management
Yes
Purchasing
No
Returns Management
Yes
Sales Forecasting
Yes
Shipping Management
No
Warehouse Management
Yes
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
No
Forecasting
Yes
Inventory Optimization
Yes
Kitting
No
Manufacturing Inventory Management
No
Mobile Access
No
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
Yes
Reporting/Analytics
No
Retail Inventory Management
Yes
Supplier Management
No
Warehouse Management
Yes
Retail Execution
AI / Image Recognition
No
Collaboration Tools
No
Data Collection
No
Inspection
No
Pricing / Placement Optimization
No
Product Education
No
Product Promotion Strategy
No
Retail Site Audit
No
Workforce Management
No
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
No
Field Sales Management
Yes
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
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
