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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
Zoey is a B2B ecommerce and wholesale ordering platform purpose-built for distributors and manufacturers. Buyers get a fully branded self-service portal with account-specific catalogs, customer-level pricing, reorder from history, and invoice management. No phone calls, no emails, no manual processing required on your end.
The portal is built and managed with a no-code drag-and-drop editor. No developers or agency partners needed. Your team controls the buyer experience, catalog visibility, pricing rules, and account access without writing a line of code.
Inside sales teams and customer service reps handle quotes, approvals, and order entry from a web dashboard without switching tools. When customers call or email, orders are created in seconds on their behalf. Field reps, delivery drivers, and trade show teams write orders from a native mobile app that works without internet and syncs automatically when back online. The app supports barcode scanning, quick order entry, and AI ingestion that converts PDFs and photos into order drafts without manual re-entry.
Built-in CRM, order management, quoting, and invoicing replace third-party tools. Native integrations include NetSuite, QuickBooks Online, and ShipStation. A data mapper connects to any ERP or back-office system without custom development. A full REST API is available for additional integrations.
Onboarding is instructor-led. Businesses go live without hiring developers or agency partners. Distributors use Zoey to cut manual order entry, scale without adding headcount, and sync to existing back-office systems without disrupting current operations.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Authorize.Net
No
Avalara
No
Cin7 Inventory Management
No
Descartes Finale Inventory
No
Fishbowl
No
Google Ads
No
Google Analytics
No
Katana
No
Microsoft Dynamics 365
No
NetSuite
No
Integrations
Authorize.Net
Yes
Avalara
Yes
Cin7 Inventory Management
Yes
Descartes Finale Inventory
Yes
Fishbowl
Yes
Google Ads
Yes
Google Analytics
Yes
Katana
Yes
Microsoft Dynamics 365
Yes
NetSuite
Yes
Pricing Details
$7/month/user
Free Trial
No
Free Version
No
Pricing Details
$600/month
Zoey offers quarterly and annual plans. Pricing scales based on features, integrations, and account requirements. A one-time implementation fee covers instructor-led onboarding.
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
No
Linux
No
Chromebook
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
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Vendor Details
Company Name
Zoey
Founded
2014
Country
United States
Website
www.zoey.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
Headless eCommerce
API
No
Content Management
No
Conversion Tracking
No
Customer Touchpoints
No
Integrated Development Environment (IDE)
No
Inventory Optimization
No
Web/Mobile App Development
No
Order Fulfillment
Choose Shipping Service
Yes
Global Shipping
No
Inventory Management
No
Multi-Channel Support
Yes
Order Management
Yes
Production Logistics
No
Recycling
No
Returns Management
No
Supply Chain Management
No
eCommerce Integration
Yes
Order Management
Back Order Management
Yes
Catalog Management
Yes
Inventory Management
No
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
No
Shipping Management
Yes
Special Order Management
No
Quoting
Automated Quoting
No
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
No
Alternatives
No Alternatives
