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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The system provides an all-encompassing approach to Inventory Control and Reporting, encompassing Stock Location Tracking, Palletizing, Product Aging, and Stock Movement management. It efficiently oversees individual cartons, items, and palletized goods while adhering to industry-standard SSCC labeling and GTIN item tracking protocols. The platform facilitates customer invoicing with automated generation of charges for storage, holding, inward and outward movements, shrink wrapping, and pick/pack services. It employs rugged, industry-standard Symbol MC3100 industrial scanners, which feature a touchscreen interface and an ergonomic design for single-handed operation. These scanners are capable of reading all barcode formats, including the creation and decoding of customized or proprietary formats. Furthermore, the system ensures "down to the item" traceability for products marked with unique individual barcodes. Connectivity options include local networks, internet, or cloud-based servers, enabling remote administration and reporting capabilities. Generated reports can be delivered in various formats such as CSV, TSV, TXT, or PDF, facilitating electronic transfer to clients or seamless import into applications like MS-Excel, thus streamlining inventory management processes efficiently.

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 Yes 
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) Yes 
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) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BEC Systems

Founded

1992

Country

Australia

Website

www.neopos.com.au

Vendor Details

Company Name

TradeOne CRM

Founded

2017

Country

India

Website

tradeonecrm.com

Product Features

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting No 
Inventory Optimization Yes 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management No 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management No 
Warehouse Management Yes 

Warehouse Management

3PL Management No 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management No 
Demand Planning No 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management No 
Returns Management No 
Shipping 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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