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Description
Titan DMS products offer a comprehensive solution for dealerships, empowering countless individuals daily to achieve their goals by enhancing efficiency and profitability while also increasing the visibility of both the dealership and its clientele. Features like one-click invoicing to the General Ledger, sophisticated Vehicle Stock Control, and automated creation of Service Repair Orders for Accessory Fitment and Pre-Delivery tasks all work together to optimize operations and boost profits while keeping costs in check. Additionally, tools for workshop booking, task loading, job identification, and upselling, along with thorough costing and processing through to the General Ledger, provide insights into technician performance and job progress, streamlining workshop oversight and management. By reducing obsolescence and refining the inventory mix, dealerships can ensure that their warehouses achieve optimal stock turnover and availability, ultimately leading to enhanced purchasing experiences for trade, retail, and service customers alike. This holistic approach not only benefits the operational side but also builds stronger relationships with customers through improved service delivery.
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
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
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
Titan Dealer Management Solutions
Country
Australia
Website
www.titandms.com.au
Vendor Details
Company Name
TradeOne CRM
Founded
2017
Country
India
Website
tradeonecrm.com
Product Features
Auto Dealer
Accounting
No
Buy-Here-Pay-Here
No
Collections Management
No
Contact Database
Yes
Customer Database
No
Document Management
Yes
F&I Management
No
Financing Management
No
Form Printing
No
Inventory Management
No
Lease Management
No
New Car Dealer
Yes
New Car Lot
No
Online Inventory
No
Parts Management
No
Sales Management
No
Service Department
No
Used Car Lot
No
Website Integration
Yes
Dealership Management
Accounting
No
Auto Dealerships
No
Collections Management
No
Contact Database
No
Customer Database
No
Document Management
No
Equipment Dealerships
No
F&I Management
No
Financing Management
No
Form Printing
No
Lease Management
No
Marine Dealerships
No
Online Inventory
No
Parts Management
No
Powersports Dealerships
No
RV Dealerships
No
Service Department
No
Trailer Dealerships
No
Used Car Dealerships
No
Website Integration
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
