Clear steps. Better daily work.
Find the right workflow, set up your workspace, and move from enquiry to shipment.
Start with your first day →Start here
Your first day with Tradarix CRM
From your invitation to a useful daily workflow.
Read guide →Start hereLogin, invitations & 2FA
Activate your account and secure your own sign-in.
Read guide →Start hereFind pages & records with search
Search across the information your account is allowed to access.
Read guide →Start hereFilters, columns & empty lists
Find the right view without mistaking filtered results for missing data.
Read guide →Start hereForgotten password & verified admin reset
Recover access through the permitted account process.
Read guide →Start hereDaily work on a phone
Capture a lead and complete follow-ups on a smaller screen.
Read guide →Leads & sales
Create & verify a lead
Save a buyer enquiry with a clear owner and next action.
Read guide →Leads & salesComplete outreach & schedule a follow-up
Move a lead forward by recording what actually happened.
Read guide →Leads & salesCompanies, contacts & pipeline
Keep people, companies and sales progress organised.
Read guide →Leads & salesCreate, save & review a quotation
Separate a working draft from a quotation ready for a buyer.
Read guide →Leads & salesSuppliers, RFQs & freight partners
Keep supplier and logistics enquiries separate from buyer quotes.
Read guide →Leads & salesLead ownership, acceptance & first response
Understand who acts next and why a lead needs attention.
Read guide →Leads & salesDuplicates versus a new buyer enquiry
Check whether a repeat belongs to the same opportunity or a new requirement.
Read guide →Leads & salesAdd 5 or 10 records together
Use manual batch entry for a small group of leads or contacts.
Read guide →Leads & salesImport a spreadsheet safely
Map, check and apply records rather than guessing the column order.
Read guide →Leads & salesSave and reuse field mappings
Avoid mapping the same spreadsheet headers each time.
Read guide →Leads & salesCreate a personal pipeline board
Organise your permitted leads into your own stages.
Read guide →Leads & salesChange quotation validity & save it
Verify the persisted buyer-facing date before sending.
Read guide →Leads & salesFX rates, quantities & unit conversion
Resolve invalid pricing inputs before treating a total as usable.
Read guide →Leads & salesGoods profit, markup & quote approvals
Understand the calculation basis and any required manager review.
Read guide →Leads & salesRevise a quotation without losing history
Keep the earlier offer separate from the new proposal.
Read guide →Leads & salesPreview a buyer document & save PDF
Check exactly what will be visible to the buyer.
Read guide →Connect an email mailbox
Configure sending and incoming replies together.
Read guide →EmailWrite, reply & attach files
Use the composer and keep the conversation with the buyer record.
Read guide →EmailSignatures, templates & tracking
Prepare reusable messages while retaining control of the final email.
Read guide →Orders & operations
Buyer acceptance → PI → order
Follow the recorded commercial lifecycle without skipping prerequisites.
Read guide →Orders & operationsShipments & buyer documents
Allocate an order, prepare documents and review the buyer copy.
Read guide →Orders & operationsRecord & review payments
Keep receipts and payment status linked to the right commercial record.
Read guide →Orders & operationsPartial shipments & remaining quantity
Ship an order in parts while checking the outstanding balance.
Read guide →Orders & operationsEdit document particulars & custom pointers
Add supporting information without rewriting commercial prices.
Read guide →Orders & operationsUpload documents & track missing files
Attach the right supporting file to the right record.
Read guide →Orders & operationsAdvance, balance & outstanding payments
Keep the schedule, receipts and remaining amount consistent.
Read guide →Orders & operationsContracts, complaints & repeat business
Keep the post-sale relationship linked to the original business.
Read guide →Calculators
Export calculator: goods, profit & charges
Build a seller-side estimate without changing your quotations.
Read guide →CalculatorsImport calculator: buyer-side landed cost
Estimate the costs you add to a supplier’s agreed price.
Read guide →CalculatorsCBM calculator with feet, inches & cm
Estimate shipment volume from carton dimensions.
Read guide →Administration
Invite, remove & reactivate users
Manage staff access while retaining business history.
Read guide →AdministrationReporting teams, tasks & collaboration
Give work to the right people and review the right scope.
Read guide →AdministrationManage up to five company bank accounts
Maintain approved bank details and choose the buyer-facing account.
Read guide →AdministrationConnect WordPress / Elementor enquiries
Route website form submissions into your company’s CRM intake.
Read guide →AdministrationReports & document register
Review business results with the right date and access scope.
Read guide →AdministrationInvestigate changes with audit history
Find who changed a record and review the available before/after values.
Read guide →AdministrationPersonal profile, company identity & numbering
Know which details you can edit and which require an administrator or support.
Read guide →AdministrationSeats, subscription & file storage
Understand allowances without confusing seats with storage.
Read guide →AdministrationConnection status, retries & disconnect
Troubleshoot a saved integration using its actual health and test result.
Read guide →AdministrationConsent, opt-outs & private customer data
Record communication preferences and keep sensitive information out of public help.
Read guide →Troubleshooting
Email is in webmail Sent but not Outlook
Check the mailbox folder before resending anything.
Read guide →TroubleshootingPermission, subscription & empty results
Use the displayed reason to recover without bypassing company rules.
Read guide →TroubleshootingSlow page, failed save or uncertain send
Recover without duplicating a record or customer message.
Read guide →TroubleshootingBackups, monitoring & pilot readiness
Understand the operational checks behind the 50-point review.
Read guide →