Complete Lead Management and Tracking Software
Automatically Capture Leads from Indiamart, Justdial, Website, Phone, Email, Chats & Missed Calls Instantly.
- Lead Management System
- Capture Lead Directly from Lead Source
- Distribute Leads to Sales Team
- Send Personalized Email & SMS to Clients
- Identify & Focus on Hot/Winning Leads
- Customize Lead Screen to Suit Your Business.
- Monitor Lead Status with Timeline & User Activities
Sales Activities Planning & Reporting System
Assign,Track, Review & Improve Sales Team Efficiency
- Sales Activities Management
- Plan, Assign, Track Review - Calls, Tasks & Visits
- Send Email/SMS Reminders to Sales Team on Due Time
- Send Email/SMS to Clients in One Click
- Get Daily Activity & Sales Reports in Email
- Review Missed or Overdue or Escalated Activities
- Track Daily, Weekly, Monthly Team Productivity Reports
Mobile CRM for People on the Move
Leads, Customers, Contacts, Daily Plan, Visit Updates & Daily Sales Reporting.
- Mobile CRM Software
- Daily Activity Plan in Mobile
- One Click Visit Updates
- Call, Email Clients directly from App
- Customer Address with Maps
- GPS Location based Activity Updates
- Mobile CRM Works on Android & IOS.
CRM Software Features
The Only Software You Need to Manage you Complete Sales Process !
Lead Capture
Capture Leads Automatically From Various Sources
Lead Assignment
Assign, Track & Manage Sales Leads with Activities
Opportunities
Manage Opportunities & Sales Pipeline with Stages
Quotation
Send Professional PDF Proposal from the CRM
Task Planner
Plan Activities to Team with Email/SMS reminders
Documents
Upload Business Documents as Related to Client Interactions.
Mobile CRM App
Complete Mobile CRM Software for Field Team
Integration
API Integration & Plugins for 3rd Party Software Integration.
Email, SMS Alerts
Send Automatic & Manual Email/SMS communications
Customization
Customize Forms, Fields, Reports to Suit Your Business.
1000+Customers in India use Cratio CRM Software Daily
(Reference Clients in All Cities & All Industries in India)
