Built for Distributors, Wholesalers, and Manufacturers

All-in-One Business Management
Software for Distributors

TradeOne CRM is cloud software that helps distributors, wholesalers and manufacturers manage sales, orders, inventory, deliveries and field teams in one place.

TradeOne CRM users and HR dashboard
TradeOne CRM operations and finance dashboard

why tradeOne

Cloud Business Management Software in One Place

Integrated business management software that connects sales, inventory, field visits and deliveries, so every team works from the same data.

All Operations in One Place

See tasks, orders and deliveries from every team on one screen.

Current Total

105 Tasks

Delivered
05 tasks
Ready to Deliver
17 tasks
Assigned
07 tasks
Out for Delivery
04 tasks

Live Field and Delivery Tracking

See where visits, tasks and deliveries stand right now.

TradeOne CRM real-time delivery and visit tracking dashboard

Automated Workflows

Assign leads, schedule reminders and sync inventory automatically, with less manual work.

Automated Workflows

✓

Lead captured

Auto-assign to sales owner

✓

Follow-up created

Reminder scheduled automatically

✓

Order confirmed

Inventory & billing sync

04

Delivery dispatched

Route + status updates

Live Dashboards and Reports

Track sales, tasks and team performance on live dashboards.

Tasks, Visits & Follow-ups

42
Open Tasks
15
Planned Visits
23
Follow-ups

Today's Priority Tasks

Client meeting - ABC Corp
Submit Quotation for Review
Follow-up on Pending Purchase Order
Client Feedback Discussion – XYZ Ltd.
Prepare Sales Report for Management

Industries

Business Management Software for Distribution and Manufacturing

Made for wholesale distribution, manufacturing and other businesses that sell, stock and deliver products. Not a generic CRM.

Who Is This For?

Transport Companies, Fleet Owners, Delivery Service Providers, Courier Businesses

How TradeOne Helps You:

  • Manage Fleet, Drivers, And Trips In One System
  • Track Deliveries In Real Time
  • Optimize Routes And Reduce Fuel Costs
  • Automate Billing After Delivery Completion

Who Is This For?

Wholesale Dealers, Product Traders, Distribution Networks

How TradeOne Helps You:

  • Manage Sales Orders Efficiently
  • Track Customer Payments
  • Handle Bulk Inventory Smartly
  • Improve Sales Team Productivity

Who Is This For?

Retail Stores, Franchise Networks, Multi-Outlet Brands

How TradeOne Helps You:

  • Centralize Store Operations
  • Monitor Sales Across Locations
  • Track Stock Movement
  • Simplify Reporting Dashboards

Who Is This For?

Production Units, Factory Managers, Industrial Suppliers

How TradeOne Helps You:

  • Manage Production Orders
  • Track Raw Materials
  • Improve Workflow Visibility
  • Automate Dispatch Coordination

Who Is This For?

Medical Stockists, Pharma Chains, Healthcare Suppliers

How TradeOne Helps You:

  • Track Medicine Deliveries
  • Manage Expiry Inventory
  • Handle Distributor Billing
  • Improve Supply Chain Visibility

Platform Modules

Core Modules for Sales, Orders and Field Teams

A complete toolkit for teams that need clarity across visits, leads, orders, and delivery.

Field Visit Tracking

Log every customer visit with GPS location and a daily activity report.

Learn more

Order Management

Create, track, and manage orders with approval workflows.

Learn more
TradeOne CRM module overview showing visits, orders, leads, and delivery tracking

Lead Management

Capture, manage, and convert leads through a smart pipeline.

Learn more

Delivery Tracking

Monitor dispatch, confirm deliveries, and manage delay alerts.

Learn more

Process

How TradeOne CRM Works

From the first customer visit to a confirmed delivery in four steps.

Visit the customer workflow illustration
01

Visit the customer

Log each visit with location

Capture the lead workflow illustration
02

Capture the lead

Save the enquiry for follow-up

Confirm the order workflow illustration
03

Confirm the order

Create the order for approval

Deliver and close workflow illustration
04

Deliver and close

Dispatch and confirm delivery

Customer Stories

What Our Customers Say

Real TradeOne CRM customers sharing how they manage sales, visits, orders, and delivery in one place.

5.0

TradeOne CRM gave our sales team real-time visibility across field visits, leads, and order status. It simplified daily follow-ups and made our reporting far more accurate and actionable.

BV

Bhumika Vadher

Director

Mehta Trading Co.

5.0

Before TradeOne CRM, our team tracked customer activity in multiple spreadsheets. Now we manage leads, sales follow-ups, and order progress in one platform without missing updates.

Aniket Patel

Sales Manager

Bansal Steel & Pipes

Bhumika Vadher, Director at Mehta Trading Co.
Smith Vaghela, Operations Head at GreenLeaf Manufacturing
5.0

TradeOne CRM helped us monitor every lead, delivery, and sales activity from a single dashboard. It improved accountability across teams and gave us better control over day-to-day operations.

Pooja Desai

Operations Lead

Golden Circle Trading

5.0

We replaced disconnected tracking with TradeOne CRM for customer follow-ups, order management, and delivery visibility. The platform made our sales and operations workflow faster, clearer, and more reliable.

Smith Vaghela

Operations Head

GreenLeaf Manufacturing

Ready to run your entire
business from one platform?

See how TradeOne CRM fits your sales, inventory, and delivery workflow.

Request Demo
Team

FAQs

Frequently Asked Questions

Quick answers about TradeOne CRM’s features, pricing, apps, and setup.

TradeOne CRM is cloud-based, all-in-one business management software for distributors, wholesalers and manufacturers. It combines CRM, order management, inventory, field sales tracking, delivery tracking and HR tools in one platform, so sales, warehouse and field teams work from the same data.

All-in-One Cloud Business Management Software | TradeOne CRM