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Operational Intelligence Platform

Know what's happening across your business — in real time.

Assign work. Get it done. See the evidence. TradeOps helps you manage people, processes and performance across your customers, locations and teams.

  • Unlimited users
  • Web + WhatsApp
  • Configured around your business
Operations supervisor checking completed work on her phone

Turn everyday operations into measurable results.

TradeOps brings structure, visibility and accountability to the work that keeps your business moving.

  • Assign Work

    Send the right tasks and workflows to the right people.

  • Get It Done

    Teams execute through a web browser or WhatsApp.

  • See the Evidence

    Capture photos, GPS, forms, prices, products, signatures, notes and more.

  • Drive Better Results

    Identify issues, improve performance and make better decisions.

Important work is happening every day. But can you see it?

When operations span people, customers and locations, information often arrives late, inconsistently or not at all.

  • Limited visibility

    Management finds out after the fact.

  • Inconsistent execution

    Processes vary by person or location.

  • Time-consuming follow-up

    Teams chase updates, photos and reports.

  • Missed opportunities

    Issues are identified too late or never closed.

Manager sorting through paper reports and chat messages to find an update

How it works

A simple way to get work done — and know what's happening.

TradeOps connects planning, execution, evidence, follow-up and reporting in one operational platform.

  1. Plan

    Step 1: Set up the work

    Create workflows, customers, locations, products, teams, assignments and schedules.

  2. Execute

    Step 2: Get it done

    Your team completes assigned work through the web or WhatsApp.

  3. Verify

    Step 3: See the proof

    Capture time, location, photos, answers, signatures and other evidence.

  4. Act

    Step 4: Fix what needs fixing

    Flag issues, assign corrective actions and track them through resolution.

  5. Improve

    Step 5: Learn from it

    Use dashboards, history and reports to understand performance and improve operations.

Web + WhatsApp

Works where your teams already are.

Your team can complete tasks using a standard web browser or WhatsApp. No complicated rollout. No unnecessary learning curve.

  • Complete work in a web browser or in WhatsApp
  • Send photos, forms, notes and GPS location
  • Works on smartphones, tablets and computers
  • Made for teams in sales, retail, logistics, service, compliance and more

A task answered in WhatsApp, saved straight into TradeOps.

One platform. Many operational processes.

TradeOps is configurable around how your business works. Start with the workflows you need today and expand over time.

Explore the Platform
  • Customer visits
  • Merchandising
  • Retail audits
  • Price checks
  • Promotions
  • Equipment inspections
  • Maintenance
  • Deliveries
  • Service requests
  • Incident reporting
  • Compliance
  • Surveys
  • Prospect capture
  • Order taking
  • Training
  • Custom workflows

Your operational history, connected.

TradeOps keeps the context behind every activity so you can understand not only what happened today, but what has happened over time.

  • Customers
  • Locations
  • Products
  • Brands
  • Teams
  • Activities
  • Results
  • Issues
  • Corrective Actions
  • History

Every result keeps its story

  1. Customer
  2. Location
  3. Activity
  4. Result
  5. Issue
  6. Action
  7. Resolution

Real-time visibility

See what's happening as it happens.

Submitted work becomes visible to management immediately, giving you a live view across teams, locations and processes.

  • Completion and activity across teams
  • Maps and location evidence
  • Photos from the work, next to the answers
  • Scores, results and exceptions
  • Corrective actions and who owns them
  • Dashboards and reports

Operational intelligence

From activity to insight. From insight to action.

TradeOps doesn't just collect data. It helps turn operational activity into information that supports better decisions and better results.

  1. See what's happening
  2. Identify opportunities and issues
  3. Take action
  4. Measure performance
  5. Improve

Start with what you need. Expand when you're ready.

Plans are based primarily on active operational workflows and capability — not user count.

View Plans & Pricing
  • Unlimited users

    Bring in everyone who does or manages the work.

  • Add workflows as you grow

    Start with the processes you need today.

  • Multi-department and multi-market

    Options for larger and regional operations.

  • Integration capability

    Connect TradeOps to the systems you already use.

What could TradeOps manage in your business?

Show us how your operation works today. We'll identify where TradeOps can create visibility, accountability and better execution.

Leadership team reviewing a live operations dashboard together