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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.

About

Zoey gives distributors and manufacturers a B2B ecommerce website, self-service buyer portal, order management system, and native mobile sales app in one platform. Zoey becomes the central operating layer between your sales team, buyers, and back-office systems. Built on B2B-specific commerce logic: customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers. No-code storefront, no developers required. Inside sales teams manage quotes and approvals from a web dashboard. Field reps, delivery drivers, and trade show teams capture orders from a mobile app that works offline. Supports barcode scanning and AI ingestion converting PDFs and photos into order drafts. Built-in CRM, order management, quoting, and invoicing, no third-party add-ons. Native integrations: NetSuite, QuickBooks Online, ShipStation. Data mapper connects to any ERP without custom development. Cut manual order entry, scale without hiring.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Wholesale distributors and manufacturers

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

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

Pricing

$600/month
Zoey offers quarterly and annual plans. Pricing scales based on features, integrations, and account requirements. A one-time implementation fee covers instructor-led onboarding.
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The Zoey platform has been extremely customizable to exactly what we needed. Our Zoey contacts listened and delivered what we needed. Affordable.
  • Service is outstanding and the interface looks just like our website! It's functional but not too cumbersome.
  • We used Zoey in a nonprofit providing Personal Protective Equipment (PPE) to first responders in response to the COVID-19 pandemic. We love how customizable Zoey is in terms of checkout flow and order management. Most of the customizations we required could be done with no code, and we were able to do other customizations with minimal code.

Cons

  • The integration process took a lot longer than I would have liked but we got it in the end and it's amazing.
  • Nothing stands out. We're happy with everything so far.
  • We wish the developer documentation available (as it existed when we implemented Zoey) had more examples in Python. The provided examples were for PHP. We also wish the APIs were a bit more consistent: we ended up having to make calls to both the XML-RPC API and the REST API. While the backend is well organized, we wish it had a search function for the individual items and options in the backend.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

TradeOne CRM
Founded: 2017
India
tradeonecrm.com

Company Information

Zoey
Founded: 2014
United States
www.zoey.com/

Alternatives

No Alternatives

Alternatives

Categories

CRM Supported

Categories

B2B eCommerce Supported
Headless eCommerce Supported
Order Fulfillment Supported
Order Management Supported
Quoting Supported

Order Fulfillment Features

Choose Shipping Service Supported
eCommerce Integration Supported
Global Shipping Not Supported
Inventory Management Not Supported
Multi-Channel Support Supported
Order Management Supported
Production Logistics Not Supported
Recycling Not Supported
Returns Management Not Supported
Supply Chain Management Not Supported

Order Management Features

Back Order Management Supported
Catalog Management Supported
Inventory Management Not Supported
Order Entry Supported
Order Fulfillment Supported
Order Tracking Supported
Recurring Orders Supported
Returns Management Not Supported
Shipping Management Supported
Special Order Management Not Supported

Quoting Features

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

Integrations

Authorize.Net Not Supported
Avalara Not Supported
Cin7 Inventory Management Not Supported
Descartes Finale Inventory Not Supported
Fishbowl Not Supported
Klaviyo Not Supported
Microsoft Dynamics 365 Not Supported
PayPal Not Supported
QuickBooks Online Advanced Not Supported
Sage 100 Not Supported
Salesforce Not Supported
ShipStation Not Supported
ShipWorks Not Supported
ShipperHQ Not Supported
Shopify Not Supported
SkuVault Not Supported
Stripe Not Supported
Webgility Not Supported
Xero Not Supported
Zoho Inventory Not Supported

Integrations

Authorize.Net Supported
Avalara Supported
Cin7 Inventory Management Supported
Descartes Finale Inventory Supported
Fishbowl Supported
Klaviyo Supported
Microsoft Dynamics 365 Supported
PayPal Supported
QuickBooks Online Advanced Supported
Sage 100 Supported
Salesforce Supported
ShipStation Supported
ShipWorks Supported
ShipperHQ Supported
Shopify Supported
SkuVault Supported
Stripe Supported
Webgility Supported
Xero Supported
Zoho Inventory Supported
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Claim TradeOne CRM and update features and information
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