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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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About
Track Inventory with features such as low stock reminders, item categories & stock adjustment. Record all business transactions such as sales, purchases, quotations and returns. Send payment reminders to your parties and collect digitally via UPI. Create custom mobile app and website for your business and increase sales. Manage your business with 10+ reports like GST reports, P&L, stock & party ledger reports. Create your professional identity by sharing business cards and greetings with your business logo. Faster billing with Counter system in My BillBook mobile app. Go digital, get a complete overview of your transactions. Simple and easy inventory management and support for thermal printing. Manage your customer outstandings and send payment reminders. Low stock alerts & categories for managing inventory better. Send customized greeting cards with your company branding to customers.
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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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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
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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Audience
Businesses and retailers requiring a GST billing and stock inventory solution to manage their billing operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
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 VideosNo images available
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Screenshots and Videos |
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Pricing
$7/month/user
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$9.02 per year
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationTradeOne CRM
Founded: 2017
India
tradeonecrm.com
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Company InformationmyBillBook
India
mybillbook.in/landing
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AlternativesNo Alternatives
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Alternatives |
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Categories |
Categories |
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Integrations
Munim
Not Supported
Unified Payments Interface (UPI)
Not Supported
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