The platform
A flexible platform for the work that keeps your business moving.
TradeOps helps you plan recurring operational work, guide execution, capture proof, resolve issues and understand performance — all in one place.
Plan. Execute. Verify. Manage. Analyse.
Five connected parts of one operational platform.
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Plan
Set up workflows, customers, locations, products, teams and schedules.
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Execute
Teams complete assigned work in a web browser or WhatsApp.
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Verify
Every submission carries time, location, photos and answers.
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Manage
Flag issues, assign corrective actions and follow them to closure.
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Analyse
Dashboards, history and reports show how operations perform.
Configurable workflows
Configure TradeOps around your operation.
A workflow is a repeatable business process managed through TradeOps. It can contain the questions, evidence, logic and actions needed for that process.
Workflows can include
- Text
- Numbers
- Dates
- Choices
- Yes / No
- Ratings
- Photos
- GPS
- Barcode
- Signature
- Lookups
- Calculations
- Product & order fields
- Conditional logic
- Scoring
Questions, photos and answers in one guided workflow, with logic and scoring where you need it.
Data foundation
The business context behind every activity.
Connect work to customers, locations, products, brands and team members so every result has context and history.
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Customers
The organisations you serve, with their history.
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Locations
Sites, stores, branches and addresses with GPS.
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Products
Products and SKUs your workflows can reference.
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Brands
Group products and results by brand.
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Team members
Who did the work, who supervises and who follows up.
Assignments & schedules
Put the right work in front of the right person.
Assign one-off or recurring activities, plan schedules and give team members a clear view of what they need to do.
- One-off or recurring activities
- Schedules planned by day, week or route
- A clear "My Day" view of what each person needs to do
- Supervisors see what is done, due and overdue
Recurring schedules generate the work automatically, so each person starts the day knowing what to do.
Web + WhatsApp
Teams work in the browser or in WhatsApp.
Assigned work opens in any standard web browser on a phone, tablet or computer. Teams who live in WhatsApp can answer questions and send photos there instead.
Evidence
Know the work happened.
Capture photos, timestamps, GPS, signatures, barcodes, responses and attachments.
- Photos
- Timestamps
- GPS location
- Signatures
- Barcodes
- Responses
- Attachments
Corrective actions
Turn issues into action.
Create corrective actions, assign responsibility, set due dates and follow them through closure.
- Create corrective actions from any answer or issue
- Assign responsibility and set due dates
- Track progress and close the loop with evidence
Every action has an owner and a due date, and closes with proof.
Dashboards & reporting
Real-time visibility for better decisions.
Track activity, completion, results, issues and trends. Higher-tier plans can include customizable Executive Dashboards.
- Activity and completion across teams and locations
- Results, scores and exceptions
- Open issues and corrective actions
- Trends over time, with exports when you need them
- Customisable Executive Dashboards on higher-tier plans
Integrations
Connect TradeOps to the rest of your business.
TradeOps can integrate with ERP, CRM, inventory, accounting, BI and other systems through APIs and scoped integration services.
- ERP
- CRM
- Inventory
- Accounting
- BI & reporting
- Other systems
API access and integration scope depend on your plan. Larger integrations are quoted as professional services.
See TradeOps configured around your operation.
Show us a process you run today. We'll show you how it could work in TradeOps.