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Description
1Channel AI-Powered DMS is an innovative conversational distribution management system featuring an integrated AI assistant that provides answers to inquiries about orders, inventory, and payments via text or through browsing various help topics. It conducts automated order validation to check for stock availability, applicable discounts, pricing, and credit limits at the time orders are placed, while intelligent stock allocation employs FIFO and FEFO principles to ensure that items nearing expiration are prioritized for dispatch. Additionally, the system features auto stock replenishment that generates purchase orders automatically when stock levels for individual SKUs fall below a predetermined threshold, and a workflow automation engine empowers teams to create conditional workflows with real-time triggers, notifications via Email and WhatsApp, and approval processes that can involve up to seven levels. Incoming payments are matched to outstanding invoices through an auto payment allocation feature, and any discrepancies in Goods Receipt Notes (GRN) are directed to the appropriate approver automatically. Furthermore, users can access a real-time analytics dashboard that presents key performance indicators (KPIs), sales trends, top-selling products, and over 24 customizable reports, enabling businesses to make informed decisions swiftly. This comprehensive system ensures that all aspects of distribution management are streamlined, enhancing operational efficiency and accuracy.
Description
TradeOne CRM is a comprehensive platform designed for managing customer relationships and business operations specifically tailored for trading, distribution, and manufacturing sectors. This solution consolidates various functionalities such as lead tracking, field operations, delivery management, stock control, and collections into a single web and Android application.
In terms of sales, it offers tools for managing leads and inquiries, keeping track of customer history, setting follow-up reminders, and generating quotations and sales orders. For field operations, it includes features like beat planning, geo-tagged visit tracking, and management of attendance, leave, and travel expenses.
Delivery management is streamlined through optimized route planning, location-based delivery tracking, and a structured delivery approval process. On the financial side, it facilitates payment collections, manages outstanding balances, maintains customer ledgers, and provides aging reports across all plans without requiring an ERP system.
Stock management encompasses handling purchase orders, maintaining product records, monitoring inventory levels, and managing stock movements in and out of the business. Additionally, the team collaboration aspect features task approvals, one-on-one and group chat functionalities, along with comprehensive dashboards and reporting tools.
For those on the Professional plan, there is an option for ERP integration with automatic synchronization. Furthermore, users can enhance their experience with Jenefa AI, an optional add-on that allows them to query their CRM data using plain language, making information retrieval more user-friendly. This makes TradeOne CRM not only effective in consolidating business functions but also intuitive in its usage.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
1Channel Sales Force Automation
No
Pricing Details
Available on request
Free Trial
Yes
Free Version
No
Pricing Details
$7/month/user
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
1Channel
Founded
2015
Country
India
Website
www.1channel.co
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Distribution
Barcoding / RFID
No
Import / Export Management
No
Inventory Management
No
Order Management
No
Purchasing
No
Returns Management
No
Sales Forecasting
No
Shipping Management
No
Warehouse Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
