Work Management module — Trade Node

Leads, follow-ups, tasks and projects for the whole team.

The unglamorous work between an enquiry and a dispatch — followed up, assigned and visible. CRM for the pipeline, tasks for the day, projects for the long jobs.

What it does for you

• Leads that don’t go cold: Capture enquiries with source and next follow-up date; convert the serious ones straight into quotations.
• Tasks with owners: Assign work with due dates and comments instead of verbal instructions that evaporate by evening.
• Projects with milestones: Track supply-and-install or site jobs with milestones and task rollups, so slippage shows early.
• Campaign follow-through: Run calling campaigns against dealer lists and log outcomes where the next person can see them.

What's inside — 3 sub-modules

Buying Work Management switches on these sub-modules in your Trade Node portal:

• CRM & Sales Pipeline: Leads with source, stage and next follow-up date, calling campaigns against dealer lists, and one-click conversion of a serious enquiry into a quotation. Funnel, forecast and win–loss reports read straight from the pipeline.
• Tasks: Assign work with due dates, priorities and comments — who is doing what is visible to the whole team instead of living in verbal instructions.
• Projects: Longer jobs — supply-and-install, site work — tracked with milestones and task rollups so slippage shows up early, not at handover.

Pricing & activation

Live monthly pricing in ₹ (ex-GST) is shown on this page and on the pricing page. Modules activate online from your account the moment payment goes through and can be cancelled anytime — they run to the end of the paid period.

Where this fits in the platform

Work Management belongs to the selling desk in the Trade Node deck, which walks through the whole platform in the order a buyer asks about it. Weighing this against a full suite? Read the comparison with Odoo, Zoho and TranZact.

More modules

• Trade module — Daily rates, orders, quotes and dealer schemes on one desk.
• Catalog module — One product master behind rates, stock and billing.
• Finance module — GST invoices, ledgers, payments and credit notes in one place.
• Operations module — Dispatch, inventory, logistics and the gate in one flow.
• Partners module — Dealer and customer accounts with credit limits and approvals.
• Engagement module — Circulars, support tickets and team chat that stay on record.
• Insights module — Reports, exports and a who-did-what security console.
• ERP module — Purchases, full books and an enterprise-grade finance close.
• Integrations module — Tally export, GST portal sync and partner APIs.
• HR module — Employees, badge attendance, leave and payroll runs.
• AI module — Vision AI for documents, faces and plates — plus a built-in assistant.
• Factory module — Recipes, work orders and machines on the shop floor.
• Contracts module — Tender and contract jobs, from work order to final bill.
• Staff Benefits module — PF, PPF and staff insurance, handled like the books depend on it.
• Batch & Quality module — Every lot traceable — from goods in to the customer who received it.
• Farm & Mill Intake module — Weigh it, grade it, price it, settle it — the gate to the books in one line.
• White-Label & Contract Manufacturing module — Make for every client brand — to the agreed spec, recipe and quantity.
• Export Desk module — Export orders, foreign-currency invoices, packing lists and bank realisation in one place.
• Capital Equipment & Service module — Configured quotations, commissioning, installed base, maintenance contracts and service calls for the machines you sell.