---
description: Review of TradeOne CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: TradeOne CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Lead Management Software](/directory/1682/lead-management/software) > [TradeOne CRM](/software/772696/TradeOne-CRM)

# TradeOne CRM

Canonical: https://www.softwareadvice.co.nz/software/772696/TradeOne-CRM

> TradeOne CRM is an all-in-one CRM and business management platform for trading, distribution and manufacturing businesses. It follows a sale from the first field visit to the final payment in one system, on web and Android.&#10;&#10;How a sale moves through TradeOne CRM&#10;&#10;1. Visit. Field reps follow a beat plan and log geo-tagged customer visits from the Android app. Managers see daily field activity as it happens.&#10;&#10;2. Lead. Inquiries are recorded with their follow-ups and activities, and tracked until the prospect becomes a customer. Reminders keep pending follow-ups visible.&#10;&#10;3. Quotation and order. Reps create quotations and convert them into sales orders. Sales are tracked by salesperson.&#10;&#10;4. Stock. Purchase orders, product records, stock levels and inward and outward movements sit beside the order, so teams know what is available before they commit.&#10;&#10;5. Delivery. Dispatch teams plan optimized routes, track deliveries by location and close each one through a delivery approval workflow.&#10;&#10;6. Collection. Accounts teams record payments and follow up on overdue amounts using outstanding management, customer ledgers and aging-wise reports. This is included on every plan and needs no ERP.&#10;&#10;Around that workflow, the same login covers employee attendance and leave, travel and field expenses, task assignment with approvals, one-to-one and group chat, and dashboards with sales, visit, expense and inventory reports.&#10;&#10;Is TradeOne CRM a good fit?&#10;&#10;It suits small and mid-sized wholesalers, traders, distributors and manufacturers that sell through field teams, hold inventory and deliver goods, and that currently run these steps across spreadsheets and separate apps.&#10;&#10;It is less suited to businesses that only need a sales pipeline, with no field visits, stock or deliveries to manage.&#10;&#10;Plans and pricing&#10;&#10;Standard: $7 per user per month, billed annually. Full core platform, no fixed user limit.&#10;&#10;Professional: $10 per user per month, billed annually. Adds ERP integration with automatic sync of orders, payments and inventory, data migration assistance, a dedicated implementation contact, priority support and structured training. ERP integration is a one-time fee starting at $699.&#10;&#10;Enterprise: custom pricing. Unlimited users, with deployment on your infrastructure or ours.&#10;&#10;Jenefa AI is an optional add-on on every plan. It answers plain-language questions from your own CRM data, such as "give me overstock items", from inside the dashboard.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Logix Built Solutions

## Commercial Context

- **Pricing Details**: TradeOne CRM is priced per active user, so you only pay for the team you have. There is no fixed user limit on Standard or Professional.&#10;&#10;Standard: $7 per user per month billed annually, or $10 per user per month billed monthly. Includes the full core platform: leads and customers, field visits, sales orders, route planning and delivery tracking, payment collection and outstanding tracking, purchase and inventory, attendance and leave, expenses, tasks, team chat, dashboards and reports. Web and Android app included.&#10;&#10;Professional: $10 per user per month billed annually, or $12 per user per month billed monthly. Includes everything in Standard, plus ERP integration with automatic sync, data migration assistance, a dedicated implementation contact, priority support, structured training and custom branding.&#10;&#10;Enterprise: custom pricing. Includes everything in Standard and Professional, plus unlimited users with no per-user billing, deployment on your infrastructure or ours, and full configuration assistance.&#10;&#10;Add-ons: Jenefa AI is $2 per user per month on Standard and $3 per user per month on Professional, and is quoted by scope on Enterprise. ERP integration is a one-time fee starting at $699, priced by ERP and data scope.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English, Gujarati, Hindi
- **Available Countries**: Australia, Canada, Germany, Netherlands, United Arab Emirates, United Kingdom, United States

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Lead Management Software](https://www.softwareadvice.co.nz/directory/1682/lead-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/772696/TradeOne-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/772696-TradeOne-CRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/772696/TradeOne-CRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/772696/TradeOne-CRM> |
| en-IE | <https://www.softwareadvice.ie/software/772696/TradeOne-CRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/772696/TradeOne-CRM> |

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