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What is TradeOne CRM?

TradeOne CRM is an all-encompassing platform crafted to oversee customer relationships and business operations, particularly suited for the trading, distribution, and manufacturing industries. This integrated solution unifies a variety of features, including lead management, field operations, delivery oversight, inventory control, and payment collections, all accessible through a single web and Android interface. With respect to sales, it provides tools for tracking leads and inquiries, monitoring customer interactions, setting reminders for follow-ups, and creating quotations and sales orders. In the realm of field operations, users benefit from functionalities such as beat planning, geo-tagged visit tracking, and oversight of attendance, leave, and travel expenses. The delivery management system simplifies processes with efficient route planning, location-based tracking for deliveries, and a well-organized approval mechanism. From a financial perspective, it supports payment collection, manages outstanding debts, keeps detailed customer ledgers, and generates aging reports without necessitating an ERP system. Stock control involves overseeing purchase orders, maintaining comprehensive product records, tracking inventory levels, and managing stock movements in and out of the enterprise. Additionally, the platform enhances team collaboration with features for task approvals, private messaging, group chats, and thorough dashboards and reporting capabilities. Users subscribed to the Professional plan have the added advantage of ERP integration, ensuring seamless data synchronization. Moreover, the optional Jenefa AI add-on empowers users to interact with their CRM data using everyday language, significantly improving the ease of information access and retrieval. This dual functionality of TradeOne CRM not only streamlines various business operations but also enhances the overall user experience, making it a valuable asset for any organization.

What is Lekhha?

Lekhha acts as an all-encompassing platform for enterprises aiming to harness technology across various operational dimensions, such as overseeing purchase orders, sales orders, inventory management, invoicing, and online payment collection, while also monitoring the progress of picking, packing, and delivery. In addition to these features, it enables businesses to create a digital footprint by managing and sharing product catalogs and efficiently handling customer orders obtained through online channels. The platform enhances point-of-sale functionalities by facilitating online payment receipts and integrates effortlessly with logistics and shipping services to guarantee prompt home delivery of sales orders. It also provides support for order cancellations and refunds, oversees cash registers for both customers and suppliers engaging in cash transactions, and delivers in-depth reporting capabilities at various levels. Moreover, Lekhha guarantees role-specific access for team members and can optimize particular business workflows, such as centralized purchasing, allocation requests, quotation monitoring, and stock transfer orders, thereby boosting overall efficiency and operational productivity. This comprehensive strategy not only simplifies daily management tasks but also equips businesses with the tools necessary to thrive in a competitive market, ultimately fostering sustainable growth and innovation.

Media

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Media

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$7/month/user

Pricing Information

₹138/month
Free Version

Supported Platforms

SaaS
Android
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TradeOne CRM

Date Founded

2017

Company Location

India

Company Website

tradeonecrm.com

Company Facts

Organization Name

Lekhha

Date Founded

2021

Company Location

India

Company Website

lekhha.com

Categories and Features

CRM

Not specified

Categories and Features

Business Management

Not specified

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