TD360
All-in-One CRM & Operations Suite for Trading & Contracting Companies
Streamline your sales, operations, procurement & performance management — all from one intelligent CRM platform built for complete control and visibility.
CybraumInvigorix
Streamline your sales, operations, procurement & performance management — all from one intelligent CRM platform built for complete control and visibility.
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What is TD360?
TD360 (Trading 360) is a comprehensive CRM and operations management platform designed for trading, contracting, and distribution businesses. It gives sales, operations, and management teams full visibility from enquiry to execution — replacing scattered spreadsheets, manual follow-ups, and unclear sales pipelines with one connected system.
Track Everything
Complete history of every enquiry — from lead generation through to order confirmation, invoicing, and delivery.
Automate the Pipeline
Agents generate quotations, schedule follow-ups, and close deals, with performance tracked automatically at every stage.
Connect Operations
Job cards, procurement tickets, and stock adjustments trigger automatically once a deal is confirmed.
Track Everything from Lead to Delivery
Centralized CRM
Get a complete history of each enquiry — from lead generation to order confirmation, invoicing, and delivery — in one place.
Sales Pipeline Automation
Never lose track of a lead. TD360 helps agents generate quotations, schedule follow-ups, and close deals, with performance tracking built into every step.
Job Card & Operations Control
Job cards are generated automatically post-confirmation, giving the operations team clear instructions and a structured delivery workflow.
Procurement Tickets
Procurement is notified instantly when non-listed products are added to a job card, complete with vendor quote references for faster sourcing.
Stock Deduction with Delivery Orders
Once an order is invoiced, stock adjusts automatically — no more manual stock updates.
Mobile App for Sales Agents
Let agents manage leads and log daily activities from the field. End-of-day reports are submitted in one tap, with built-in auto-reminders keeping every follow-up on schedule.
Add & Manage Enquiries
Quickly create new sales enquiries with all essential details — customer, project, products, and follow-up remarks.
Plan & Track Daily Activities
Schedule meetings, calls, and follow-ups directly from the app. Every activity links back to an enquiry or customer for full traceability.
Create & Update Job Cards
After quotation confirmation, sales agents can initiate job cards and attach relevant product details directly from their mobile device.
One-Click Daily Reporting
No more manual reports — agents submit their daily activity report with a single tap at the end of the day, with all logs auto-synced to the admin panel.
Auto Reminders & Smart Notifications
Never miss a lead. Agents receive timely push notifications for follow-ups, pending actions, and tasks assigned by team leaders.
View Own Performance
Each agent can track their monthly targets, closed deals, follow-ups, and job card statuses — building accountability and motivation.
Measure Team Performance at Every Level
From sales agents to branch managers, TD360 assigns performance points and visual dashboards across every part of the sales and delivery cycle, so leadership always knows where the business stands.
Key Benefit:
Performance is tracked automatically as work happens — no manual reporting required — giving every level of the organization a real-time, accurate view of productivity and conversion.
Performance is tracked across:
- Enquiries created
- Quotations sent
- Meetings scheduled
- Conversions tracked
- Procurement savings
- Operational delivery accuracy
Functional Areas of TD360
TD360 is built as a complete operations and CRM platform to handle the full business lifecycle, from first enquiry through to final execution. Key functional modules include:
Sales Enquiry Management
Capture, track, and convert enquiries with full history and milestone tracking.
Quotation & Revision Management
Generate, revise, and share quotations in standardized formats with approval flows.
Project & Job Card Management
Organize projects, manage stages, and trigger job cards post-confirmation.
Procurement & Supplier Tracking
Raise procurement tickets, manage vendors, compare pricing, and track procurement activity.
Inventory & Product Database
Centralized product records with stock-level visibility, datasheets, and approval status.
Operations & Delivery Order Management
Handle invoicing, delivery order creation, and automatic stock adjustments.
Customer & Contact Directory
Manage contractors, consultants, and customers with full interaction history.
User Performance & Reporting
Role-based dashboards with detailed activity logs and performance points.
Frequently Asked Questions (FAQs)
TD360 (Trading 360) is a comprehensive CRM and operations management platform designed for trading, contracting, and distribution businesses. It streamlines sales, procurement, inventory, and operations — all in one place.
TD360 is ideal for trading companies, contractors, distributors, and service providers of any scale. Whether you're a small business or a global enterprise, TD360 adapts to your workflows.
Sales agents can use the mobile app to manage enquiries, schedule meetings, send quotations, create job cards, and track performance — all while on the move.
Yes. TD360 supports easy integration with key business modules like HRMS, accounting, inventory, and procurement, ensuring smooth operations without disrupting your current setup.
Absolutely. TD360 is built with flexibility in mind. You can customize workflows, approval levels, and reporting formats to match your business processes.
Company owners and directors get real-time dashboards, performance metrics for each department, profitability insights, and a clear overview of ongoing operations — enabling faster decision-making.
The system tracks stock automatically when job cards are invoiced. For new products not in the catalog, it generates procurement requests with vendor quotations, ensuring accuracy and transparency.
Yes. TD360 is cloud-based, so you can access it securely from anywhere, anytime, using desktop or mobile devices.
We provide dedicated onboarding, training, and continuous support to ensure smooth adoption and usage of TD360 in your organization.
You can book a demo with our team, explore the platform with your business workflows, and then onboard seamlessly with step-by-step implementation support.