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About
India’s top automatic invoicing system and field sales software. Routewise orders, and payment collection on the go using your smartphone. Real-time tracking of your sales activity, orders, GST invoices, purchases, and payments. Real-time tracking of your salesperson, invoicing, and payment management. Take orders, and collect payments on the field. Set sales plans for your sales team, and track their sales activities. Manage payables and receivables along with collected payments simply through the mobile app. Also, get outlet-wise outstanding payment summary for detailed analysis. Generate all the sales and purchase invoices and make GST return filing more convenient. Have access to accounting reports that help get a business overview and make strategic business decisions for business growth. Configure the application the way it suits you. Set the permissions you want to give to your salespeople. Set the default transaction states as per your needs.
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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
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
Companies requiring a solution to manage field sales and improve invoicing processes
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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
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$24.36 per year
Free Version
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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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationSalesOn
India
saleson.co.in/
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Company InformationTradeOne CRM
Founded: 2017
India
tradeonecrm.com
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Categories |
Categories |
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Integrations
Symmetrical
Not Supported
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