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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

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 

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