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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
Our Distributor Software and App delivers an all-encompassing solution aimed at enhancing wholesale operations for distributors in diverse sectors such as FMCG, pharmaceuticals, and electronics. With a user-friendly interface, the order management feature allows users to swiftly create and oversee orders, promoting efficient order placement and tracking. The platform offers real-time inventory updates, which assist businesses in maintaining ideal stock levels while minimizing shortages. Additionally, the payment processing component ensures accurate transactions and simplifies cash collection with features for managing different denominations. The delivery management system enables users to track deliveries and invoice statuses in real time, effectively optimizing the routes for delivery personnel. Furthermore, sales representatives benefit from easy access to customer order histories and timely reminders for scheduled store visits, significantly boosting their on-the-ground productivity. Overall, this software not only improves operational efficiency but also enhances customer satisfaction through its integrated features.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
OpenCart
No
Pricing Details
$7/month/user
Free Trial
No
Free Version
No
Pricing Details
$20 per month
Free Trial
Yes
Free Version
Yes
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
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
i.am.retailer
Founded
2018
Country
India
Website
app.iamretailer.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
App Makers
Collaboration Tools
No
Compatibility Testing
No
Deployment Management
No
Drag & Drop
No
For eCommerce
No
Forms Creation
No
Iteration Management
No
Mobile Apps
No
No-Code
No
Pre-Built Templates
No
Visual Modeling
No
Web Apps
No
Workflow Management
No
Alternatives
No Alternatives
