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About

Offeris is the online information system for easy creating and managing Business proposals, Sales Orders, Purchase Orders, Invoices, Warehousing and other business documents. Calculation of profit based on a number of parameters. Simple to generate an order or an invoice. Choice from different template designs for PDF output. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. Received and issued invoices. Creation of proforma invoices with the possibility of creating a tax receipt for the received payment. Collection invoices from delivery notes. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation.

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 Supported
Mac 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

Businesses searching for an online information system for easy creating and managing Business proposals

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 Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
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 Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Offeris
Founded: 2008
Slovakia
www.offeris.com

Company Information

TradeOne CRM
Founded: 2017
India
tradeonecrm.com

Alternatives

Alternatives

No Alternatives
TESI SCM

TESI SCM

TESISQUARE

Categories

Purchase Order Supported
Quoting Supported

Categories

CRM Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Integrations

No info available.

Integrations

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