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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Receive immediate trade notifications that clearly indicate the optimal moments to buy and sell, available for just $49 each month. Our real-time buy and sell alerts are designed to keep you informed on precisely when to act. You can select how you'd like to receive these alerts, whether through SMS, email, or push notifications. At the heart of our service is a commitment to ensuring our subscribers achieve profitability. Our stock selection process is based on objective research, and we are transparent about our performance, sharing every trade alert we issue, regardless of whether it results in a profit or a loss. The subscription fee is a straightforward $49 per month without any hidden charges or commissions involved. We focus solely on reputable stocks listed on the NYSE and NASDAQ, steering clear of penny stocks or pink sheets. With no complicated plans or lengthy commitments, you can access 5-10 trade alerts each week for a flat rate. We are dedicated to your success and provide direct access to our expert traders for any inquiries regarding your trade strategies. Utilizing a range of AI-driven stock analysis tools, our traders aim to provide our clients with optimal entry and exit points for their investments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Nasdaq Stock Screener No 
PayPal No 

Integrations

Nasdaq Stock Screener Yes 
PayPal Yes 

Pricing Details

$7/month/user
Free Trial No 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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) No 
In Person No 

Vendor Details

Company Name

TradeOne CRM

Founded

2017

Country

India

Website

tradeonecrm.com

Vendor Details

Company Name

Upside Trades

Founded

2019

Country

United States

Website

www.upsidetrades.com

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 

Product Features

Alternatives

No Alternatives

Alternatives

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