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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

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.

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 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

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

Audience

Businesses and retailers requiring a GST billing and stock inventory solution to manage their billing operations

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

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

Pricing

$9.02 per year
Free Version Not Supported
Free Trial 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 Supported

Training

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

Company Information

TradeOne CRM
Founded: 2017
India
tradeonecrm.com

Company Information

myBillBook
India
mybillbook.in/landing

Alternatives

No Alternatives

Alternatives

Marg ERP 9+

Marg ERP 9+

Marg Erp Limited
Express GST

Express GST

KDK Software
Vyapar

Vyapar

Simply Vyapar Apps Pvt Ltd
Wiseinvoice

Wiseinvoice

Accunity Services

Categories

CRM Supported

Categories

GST Supported

Integrations

Munim Not Supported
Unified Payments Interface (UPI) Not Supported

Integrations

Munim Supported
Unified Payments Interface (UPI) Supported
Claim TradeOne CRM and update features and information
Claim TradeOne CRM and update features and information
Claim myBillBook and update features and information
Claim myBillBook and update features and information