+
+

Related Products

  • ContractSafe
    326 Ratings
    Visit Website
  • Linxup
    132 Ratings
    Visit Website
  • Elecard Boro
    9 Ratings
    Visit Website
  • Concord
    237 Ratings
    Visit Website
  • Planview ProjectAdvantage
    121 Ratings
    Visit Website
  • Coursebox AI
    101 Ratings
    Visit Website
  • Monarch Money
    139,855 Ratings
    Visit Website
  • HR Partner
    205 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • Tremendous
    1,887 Ratings
    Visit Website

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.

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.

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

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

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.

Audience

Small and mid-sized traders, wholesalers, distributors and manufacturers with field sales teams, including FMCG, pharma, auto-parts, chemical, textile and logistics businesses

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

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

Pricing

$7/month/user
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

DashViz
dashviz.ai/

Company Information

TradeOne CRM
Founded: 2017
India
tradeonecrm.com

Alternatives

Mike

Mike

Kanerika

Alternatives

Yogendo

Yogendo

Kalea Ventures
Text Uncle

Text Uncle

Textuncle
dash

dash

Karmic Labs

Categories

Categories

CRM Supported

Integrations

No info available.

Integrations

No info available.
Claim DashViz and update features and information
Claim DashViz and update features and information
Claim TradeOne CRM and update features and information
Claim TradeOne CRM and update features and information