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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The phrase "No Installation Required" signifies that the platform of your webserver is no longer a concern, enabling your team to concentrate on their primary business activities. This leads to greater efficiency and fewer mistakes as they utilize barcode software, which streamlines tracking through continuous Serial Numbers. SMS serves as a powerful communication tool for businesses like retail outlets or trade stores, facilitating timely promotions with impressive response rates. Additionally, it enhances the understanding of risks and opportunities while highlighting the connection between financial and non-financial performance metrics. In management tailored to the tailoring industry, we address aspects such as cutting, stitching, and their associated reports. This section focuses on fabric management, tracking both inbound and outbound stock, while the Ready Made Management segment deals specifically with finished garments rather than the cutting and stitching processes. Overall, this provides an exceptional integration of all components: Tailoring, Fabric, and Ready Made, creating a comprehensive management solution. This holistic approach not only optimizes operations but also fosters better decision-making across various business layers.

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

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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 No 
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 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

ShriStitch

Country

India

Website

shristitch.com

Vendor Details

Company Name

TradeOne CRM

Founded

2017

Country

India

Website

tradeonecrm.com

Product Features

Tailoring

360 Degree Design View No 
Accounting No 
Alterations Management No 
Barcode Printing / Scanning No 
CRM No 
Client Measurements Database No 
Customer Portal No 
Discount Management No 
Email / SMS Marketing No 
Inventory Management No 
Measurements From Photos No 
Order Management No 
Payment Processing No 
Point of Sale No 
Reporting / Analytics No 
Tailoring Product Templates No 
Time 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 

Alternatives

Alternatives

No Alternatives
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