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Average Ratings 0 Ratings
Description
DNA ERP is an integrated cloud-based platform that unifies various business functions such as finance, sales, customer relationship management, procurement, inventory control, warehouse operations, manufacturing, project management, budgeting, human resources, and payroll into a single solution. It features capabilities for managing multiple companies, customizable forms and fields, controlled access, approval workflows, and real-time reporting, as well as connections between quotations, orders, shipping, invoices, and payments. The DNA Intelligence module allows users to analyze business data through interactive questions, tables, and visual charts. Project management tools include Gantt chart planning and budget tracking, while a 3D warehouse visualization aids in navigating storage areas. The Report Center facilitates the creation of both scheduled and custom reports, enabling sharing and in-depth analysis. This platform is designed for expanding businesses and organizations across sectors such as manufacturing, construction, trading, distribution, and professional services, and it is conveniently accessible via a web browser. Additionally, DNA ERP provides a 14-day free trial for potential users to evaluate its features and benefits. This trial period allows businesses to better understand how the system can streamline their 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
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 USD/user/month
Plans start at $25 per user per month. A 14-day free trial is advertised.
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
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
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DNA Systems
Country
Qatar
Website
www.dna.systems/
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
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