TradeFlow Ultimate
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Cloud solution for CRM, appointment scheduling, payment processing, invoicing, document management, and email marketing. Supports unlimited users, team members, and bookings. Access on any platform, works offline, real-time sync, and full localization in 12 languages.
Features
Properties
- Lightweight
- Distraction-free
Features
- Marketing Automation
- Dark Mode
- Customer Segmentation
- Goal Setting
- End-to-End Encryption
- Calendar Integration
- No Tracking
- Ad-free
- Cloud Sync
- Goal Tracking
- Kanban Board
- Calendar View
- Email Scheduling
- Encrypted Backup
- Multiple languages
- Document creation
- Contract Management
Tags
- tradesmen
- Business Email
- business-app
- email-creator
- finances
- invoice-estimate
- contractor-tools
- estimate-creator
- best-apps-for-tradesmen
- international-contracting
- construction
- saas-crm
- international-business
- general-contractor
- business-worldwide
- client-management
- business-management
- contractor-management
- customer-booking
- invoice-creation
- customer-consultation
- video-consultatuion
- Create Invoice
- document-suite
TradeFlow Ultimate News & Activities
Highlights All activities
Recent activities
robertmclaggan added TradeFlow Ultimate as alternative to grafter.ly
WiesnerEnterprisesNZ added TradeFlow Ultimate as alternative to TradeFlow Lite- WiesnerEnterprisesNZ added TradeFlow Ultimate
WiesnerEnterprisesNZ added TradeFlow Ultimate as alternative to ServiceM8, Sleepless Tradesman, HomeArize and Contractor Plus
TradeFlow Ultimate information
Developed by
UnknownLicensing
Proprietary and Commercial product.Pricing
Subscription that costs $29 per month.Alternatives
19 alternatives listedSupported Languages
- English
- Spanish
- Hindi
- Chinese
- Japanese
- Arabic
- Russian
- French
- German
- Portuguese
- Indonesian
- Samoan
AlternativeTo Categories
Office & Productivity, Business & Commerce, Backup & Sync, Social & Communications, Security & Privacy
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What is TradeFlow Ultimate?
The application is a tool designed to optimize business operations and customer management. With features such as CRM management, professional business documents, and cloud synchronization across all devices, the application is ideal for businesses of all sizes.
Key Features:
- CRM: Streamline customer management with the CRM feature. Track leads from initial contact to job completion and easily import and export the customer list.
- Appointment Scheduling: Schedule video consultations, phone calls, and site visits with ease. Customers can also book directly through the app.
- Estimates and Invoices: Generate professional invoices with an adjustable tax rate. The app also includes built-in Stripe and Afterpay payment links for easy payment processing.
- Video Consultations: Conduct video consultations directly from the app. Send join links to clients via SMS or email.
- Document Suite: Access professional business documents from the app. They can be downloaded as PDFs or sent directly to clients via email.
- Cloud Synchronization: Log in on any device and get real-time data synchronization. The app works with WiFi, mobile data, and even offline.
- Email Marketing Suite: The app includes pre-made professional email templates. Customize, send, and track emails directly from the app.
- Branding: Set the company name, logo, and slogan once, and they will automatically appear on all customer-facing materials.
- Connects with ProjectFlow: For seamless customer data management, the app can be linked to ProjectFlow.
- Languages: The app is available in 12 languages. Each screen, document, and button is correctly translated.
Additional features:
- Unlimited team members, customers, and bookings
- Public booking page for customers
- Custom branding on all documents