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Description
A CRM serves as a central hub for all your customer information, tailored to fit your operational needs, making data capture straightforward. It enables you to reach out to clients with pertinent details at the most opportune moments consistently. By offering a comprehensive view of customer data, you can provide outstanding support to your clients. You can establish your objectives, set precise targets, and monitor your advancement within one user-friendly CRM platform. While our primary system meets most business needs, we customize the CRM to align with your specific requirements, including the development of bespoke modules essential for your operations. Our CRM seamlessly manages the entire sales process, from leads and opportunities to quotes, orders, and invoices. You can also run campaigns and communicate with customers via email and text, ensuring your team has complete access to all customer information for better-informed marketing decisions. Additionally, you can oversee your products and services, initiate purchase orders, and notify inventory managers when stock levels are low. Furthermore, our CRM offers an effective way to monitor services and facilitate after-sales support, ensuring customer satisfaction long after the sale is complete. Ultimately, this comprehensive approach allows you to cultivate stronger relationships with your clients while optimizing your business processes.
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
Integrations
Google Workspace
No
Pricing Details
$35 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$7/month/user
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
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
Open by Nature
Country
United Kingdom
Website
www.blackicecrm.com
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
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
