Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The system provides an all-encompassing approach to Inventory Control and Reporting, encompassing Stock Location Tracking, Palletizing, Product Aging, and Stock Movement management. It efficiently oversees individual cartons, items, and palletized goods while adhering to industry-standard SSCC labeling and GTIN item tracking protocols. The platform facilitates customer invoicing with automated generation of charges for storage, holding, inward and outward movements, shrink wrapping, and pick/pack services. It employs rugged, industry-standard Symbol MC3100 industrial scanners, which feature a touchscreen interface and an ergonomic design for single-handed operation. These scanners are capable of reading all barcode formats, including the creation and decoding of customized or proprietary formats. Furthermore, the system ensures "down to the item" traceability for products marked with unique individual barcodes. Connectivity options include local networks, internet, or cloud-based servers, enabling remote administration and reporting capabilities. Generated reports can be delivered in various formats such as CSV, TSV, TXT, or PDF, facilitating electronic transfer to clients or seamless import into applications like MS-Excel, thus streamlining inventory management processes efficiently.
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
Yes
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
No
Windows
Yes
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
Yes
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
No
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
BEC Systems
Founded
1992
Country
Australia
Website
www.neopos.com.au
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
Yes
Forecasting
No
Inventory Optimization
Yes
Kitting
No
Manufacturing Inventory Management
Yes
Mobile Access
Yes
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
No
Reporting/Analytics
Yes
Retail Inventory Management
Yes
Supplier Management
No
Warehouse Management
Yes
Warehouse Management
3PL Management
No
Barcoding / RFID
Yes
Category Customization
Yes
Channel Management
No
Demand Planning
No
Inventory Management
Yes
Location Control
Yes
Order Management
Yes
Purchasing
Yes
Quality Control
Yes
Receiving / Putaway Management
No
Returns Management
No
Shipping 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