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Description
1Channel Workforce Management streamlines the process of managing distributed field teams by eliminating the need for spreadsheets and manual rosters. Managers can easily approve daily or weekly plans that assign stores to staff, upload these plans from Excel, and monitor coverage against the designated stores. Employees have the capability to log their attendance using Android or iOS applications that incorporate geo-tagged photos; the AI technology then verifies their locations against initial login references and conducts random checks throughout working hours. Additionally, earned leave is provided on a monthly basis and can be carried over, while expense claims are categorized by type and routed through the organizational hierarchy to reporting managers. Hygiene audits ensure compliance with uniform and grooming standards, supported by photographic evidence. At the end of each month, attendance records are compiled to summarize days worked, present, absent, and tardy, which can also be synced through Excel, CSV, or API integrations. Catalyst identifies representatives who require weekly coaching by analyzing their attendance, adherence to beat schedules, and activity trends. This versatile system accommodates a variety of sectors, including field sales, retail, FMCG, manufacturing, healthcare, logistics, BPO, service, and maintenance teams, ensuring that all aspects of workforce management are covered efficiently. Moreover, its comprehensive features enable organizations to enhance productivity and maintain a high level of operational oversight.
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
No details available.
Integrations
No details available.
Pricing Details
Plans are available month to month or with an annual commitment. Pricing varies by selected features, user count, and deployment model. Every plan includes cloud hosting and Android and iOS mobile apps.
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
2014
Country
India
Website
www.1channel.co/sfa/workforce-management-software
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Workforce Management
Budgeting & Forecasting
No
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
No
Skills Tracking
No
Time & Attendance
No
Variable Workforce
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
