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Description
Take Charge. This adaptable platform facilitates the oversight of field agents, the gathering of information through customizable forms, and the implementation of innovative business strategies. Monitor the geolocation of clients, visits, and team members in real-time. With dynamic forms and surveys, you can collect data from anywhere, while also generating comprehensive reports on visits, routes, clients, forms, and surveys. Who benefits from Chekku? Chekku is designed to empower leading teams and organizations in assessing, monitoring, and enhancing their various workflows. Sales teams, technical service providers, and logistics and delivery personnel can all find value in this solution. For sales teams specifically, Chekku enables the meticulous tracking of each salesperson's activities from their departure until their client interactions. With features that provide detailed records and images of every visit, it serves as a valuable resource for both the salesperson and their manager. Moreover, it allows for the scheduling of team tasks, acts as a mobile assistant, offers GPS tracking for the sales force, and produces reports on demand, all while keeping a close eye on key clients. This comprehensive approach ultimately fosters improved efficiency and accountability within sales operations.
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
No details available.
Integrations
No details available.
Pricing Details
No price information available.
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
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)
No
Online Support
No
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
CodeRoasters
Country
Honduras
Website
chekku.co
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
GPS Tracking
Alerts/Notifications
No
Asset Tracking
No
Driver Management
No
Historical Reporting
No
Mobile Tracking
No
People Tracking
No
Real Time Tracking
No
Routing
No
Status Tracking
No
Territory Management
No
Vehicle Tracking
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
