Overview

About TradeOne CRM

TradeOne CRM is an all-in-one CRM and business management platform for trading, distribution and manufacturing businesses. It gives sales, dispatch, accounts and HR teams one shared system in place of separate apps and spreadsheets.

Sales teams manage leads, follow-ups, quotations and sales orders. Field staff follow beat plans and log geo-tagged visits on Android. Dispatch plans routes, tracks deliveries by location and approves completed drops. Accounts record collections and review outstanding balances, customer ledgers and aging reports. Purchase orders, inventory, attendance, leave, expenses, tasks and team chat are included too.

Collections and outstanding tracking work on every plan without an ERP. The Professional plan adds ERP integration with automatic sync, data migration help and priority support. Enterprise offers unlimited users and self-hosting. Jenefa AI, an optional add-on, answers plain-language questions from your CRM data.

At a glance

Software information

Industries served, licensing and the support TradeOne CRM provides.

Industries

Import-export
Warehousing
Machinery
Mechanical-or-industrial-engineering
Electrical-electronic-manufacturing
Food-beverages

Licensing

Proprietary
Monthly Payment

Support

Live Chat
Email
Phone
24x7 Support

Training

In-person
Documentation

Languages (1)

English

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Capabilities

TradeOne CRM features

The full feature set, grouped by module.

CRM

Contact Management
Custom Dashboard
File Management
Lead Management
Pipeline Management
Sales Automation
Workflow Automation
AI Features
Mobile Access
Collaboration Tools
Calendar & Task
Forecasting & Analytics

Field Service Management

Contact Management
Contract Management
Inventory Management
Mobile Access
Quotes & Estimates
Routing
Time Tracking
Workforce Tracking
Reports
Work Order Management
AI Features
Service History Tracking
Job Scheduling
Dispatch Management
Job Costing

Order Management

Back Order Management
Catalog Management
Inventory Management
Customer Management
Order Entry
Order Fulfillment
Recurring Orders
Order Tracking
Returns Management
Reports & Analysis
Special Order Management
Shipping Management
AI Features

Inventory Management

Accounting
Inventory Optimization
Inventory Control
Backordering
Alerts/Notifications
Multi-Channel Sales
Order Fulfillment
Reporting/Analytics
Shipping

Delivery Management

For Restaurants
Mobile Signature
Driver Management
Customer Portal
Alerts/Notifications
Dispatch Management
Route Planning
Scheduling
Real-time Tracking
Payment Options

Route Planning

Route Optimization
Reporting and Analytics
GPS Location Tracking
Wireless Dispatching
Routing Alerts
Route Simulation
AI Features

Business Management

Financial Management
Inventory Management
Reporting & Analytics
Sales Management
Resource Management
Time Tracking

Distribution

AI Features
Contact Management
Financial Management
Logistics Management
Inventory Management
Order Management
Reporting & Analytics
Warehouse Management
Supply Chain Management

Plans

TradeOne CRM pricing

Pricing Type

Per User

Free Version

Payment Frequency

Monthly Payment

Preferred Currency

USD ($)

TradeOne CRM is priced per active user with no fixed user limit. Standard: $7 per user per month billed annually, or $10 billed monthly. Professional: $10 per user per month billed annually, or $12 billed monthly, and adds ERP integration, priority support and a dedicated implementation contact. Enterprise: custom quote with unlimited users. Jenefa AI add-on: $2 per user per month on Standard and $3 on Professional. ERP integration is a separate one-time fee starting at $699. Prices are in USD.

Vendor pricing page

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