Related Products
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About
DashViz is a cloud business intelligence application for small and midsize businesses. Users upload CSV or Excel files, review suggested business labels for their columns, and use the confirmed data to create dashboards with charts, KPI cards, tables, filters, and time controls. An AI chat lets users ask plain-language questions about their data and returns explanations, charts, tables, or metric cards, with follow-up questions supported by conversation context. Users can configure threshold alerts and receive email or in-app notifications; higher plans add custom dashboards, anomaly detection, and SMS alerts. DashViz supports reviews across sales, operations, finance, services, and retail. Spreadsheet uploads are available today, while named direct integrations are described as planned. Subscription plans include a 14-day trial that requires no credit card.
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About
TradeOne CRM is an all-in-one CRM and business management platform for trading, distribution and manufacturing businesses. It replaces separate tools for lead tracking, field visits, delivery, stock and collections with one web and Android app.
Sales: lead and inquiry management, customer history, follow-up reminders, quotations and sales orders.
Field: beat plans, geo-tagged visits, attendance, leave and travel expenses.
Delivery: optimized route planning, location-based delivery tracking and a delivery approval workflow.
Finance: payment collection, outstanding management, customer ledgers and aging-wise reports on every plan, no ERP required.
Stock: purchase orders, product records, inventory levels, stock inward and outward.
Team: tasks with approvals, one-to-one and group chat, dashboards and reports.
ERP integration with automatic sync is available on the Professional plan. Jenefa AI, an optional add-on, answers plain-language questions from your CRM data.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Owners and managers of small and medium-sized businesses in any industry who want clear answers from their own business data without hiring a data team.
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Audience
Small and mid-sized traders, wholesalers, distributors and manufacturers with field sales teams, including FMCG, pharma, auto-parts, chemical, textile and logistics businesses
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$149/month
Starter is $149 per month; Pro is $299 per month. Enterprise pricing is custom. The 14-day trial costs $0, has trial-sized usage caps, and requires no credit card.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$7/month/user
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationDashViz
dashviz.ai/
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Company InformationTradeOne CRM
Founded: 2017
India
tradeonecrm.com
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Integrations
No info available.
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Integrations
No info available.
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