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Description
The interactive dashboard offers a comprehensive view of daily and monthly metrics such as sales, expenses, inquiries, free trial details, income, daily collections, and much more. The free trial management feature enables you to oversee users on trial, with functionalities to send email and SMS notifications for trials that are about to expire or have already expired. Additionally, you can create follow-up dates for inquiries, and Fitness N U allows you to generate and manage unlimited follow-ups for each inquiry. Keeping track of customer attendance is made easy, as the system can automatically sync attendance records using biometric data and notify you via SMS about absentees. You also have the ability to monitor present and absent members, while customizing reminders for renewals, outstanding payments, and inquiries. Fitness N U has introduced a more automated and flexible approach for following up with customers, enhancing your engagement strategies. Furthermore, the software permits the creation of unlimited employee logins, enabling you to assign various responsibilities, which facilitates the tracking of audit logs for each login. This ensures that every action taken within the system is recorded and can be reviewed for accountability and transparency.
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
No
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
RootCode Technologies
Founded
2017
Country
India
Website
fitnessnu.in
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Fitness
Attendance Tracking
Yes
Billing & Invoicing
Yes
Check-In Manager
No
Class Management
No
Contract Management
No
Employee Management
No
Event Management
Yes
Inventory Management
No
Marketing Management
Yes
Membership Management
Yes
Point of Sale (POS)
No
Reservations 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
