Audience

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

About TradeOne CRM

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.

Pricing

Starting Price:
$7/month/user

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
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Company Information

TradeOne CRM
Founded: 2017
India
tradeonecrm.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
Android
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

TradeOne CRM Frequently Asked Questions

Q: What kinds of users and organization types does TradeOne CRM work with?
Q: What languages does TradeOne CRM support in their product?
Q: What kind of support options does TradeOne CRM offer?
Q: Does TradeOne CRM have a mobile app?
Q: What type of training does TradeOne CRM provide?
Q: How much does TradeOne CRM cost?

TradeOne CRM Product Features

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported