Commercial record
Trace
AvailableCRM and lichtweight ERP, operated by API and reviewed in the browser.
Trace keeps the commercial record o accounts and the revenue recognised agin them, and queues the deceesions that still need a body. Acause postins gang tae Ledger, the commercial and accoontin views share the ae set o buiks. Reconciliation rins on a schedule and disna auto-correct onything it canna pruve.
Wha it is for. RODMENA rins its ain commercial record on Trace. It is free for personal projects. For commercial uiss, speir at us.
- Status
- Available
- Pairt o
- Core platform
- Licence
- Free for personal uiss
- Product site
- trace.rodmena.co.uk
- Tags
- CRMERPRevenue recognitionReconciliationFree for personal uiss
Whit it dis
-
Ae set o beuks
Revenue is postit tae Ledger, an Trace keeps nae ledger o its ain.
-
Reconciliation hauden for review
Missin and unpostit entries are reportit and hauden till a body redds them up, and Trace corrects naething automatically.
-
Operatit bi API
Aw chynges gang throu the API and can be reviewed in the browser. Trace keeps the fou history o the record.
Documentation and access details are on the product site, trace.rodmena.co.uk. For a pilot, an integration or procurement questions, contact us.
Screens
Aw 24 screens o Trace
Accounts Trace screenshot 
New account Trace screenshot 
Action queue Trace screenshot 
Partners Trace screenshot 
Contacts Trace screenshot 
Opportunities Trace screenshot 
Tasks Trace screenshot 
Quotes Trace screenshot 
Quotes issued withoot appruival Trace screenshot 
New delivery plan Trace screenshot 
Plan schedule Trace screenshot 
Plan tasks Trace screenshot 
Schedule runs Trace screenshot 
Plan revisions Trace screenshot 
Generated plan soorce Trace screenshot 
Time agane a plan Trace screenshot 
Plannin resoorces Trace screenshot 
Resoorce an leave Trace screenshot 
Calendars Trace screenshot 
Invoices Trace screenshot 
Reconciliation Trace screenshot 
Members Trace screenshot 
Integrations Trace screenshot 
API scopes Trace screenshot