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Description
1Channel Route Planning is a cloud-driven solution designed for optimizing route and beat planning for field-based sales teams. Managers have the capability to categorize outlets across various levels such as zones, regions, areas, and territories; they can also set visit frequencies and devise daily, weekly, or monthly plans through the web portal or by uploading spreadsheets. After the plans are created, approval workflows ensure they are sent directly to the mobile apps used by representatives. Additionally, Market Visit Plans facilitate the scheduling of unique visits, complete with set objectives and specific date ranges. The application captures GPS-validated check-ins, records timestamps, and allows users to upload visit photos. Comprehensive dashboards provide insights by comparing planned visits with completed, missed, and unplanned ones, while also reporting on metrics such as compliance, distance traveled, outlets per kilometer, and idle time. An AI Journey Planner enhances efficiency by organizing outlet visits to minimize travel distance between stops while adhering to existing beat plans and territory assignments. This innovative system supports various field teams across industries, including FMCG, distribution, consumer durables, pharmaceuticals, beverages, personal care, financial services, and telecommunications, ensuring that they can operate more effectively and efficiently. As a result, teams are better equipped to meet their sales goals and improve customer engagement.
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
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
1Channel Expense Management Software
No
Pricing Details
Flexible monthly and annual plans are priced according to user count, selected features, deployment model, and support level.
Free Trial
No
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
Yes
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
Yes
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
Channelplay SaaS
Founded
2024
Country
India
Website
www.1channel.co/sfa/route-planning-software
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
No
Driver Management
No
Emergency Dispatch
No
GPS Tracking
No
Performance Metrics
No
Route Costing
No
Territory 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