Lead Management

Complete Lead Management

  • Capture, Assign, Prioritize, Track & Convert Sales Leads.
  • Customizable Lead Software Suitable for Your Business.
  • Made For India, 1000+ Customers, All Industry Verticals.

Rs.399 /User /Month (Billed Annually)

( Minimum 5 Users )

  • Free One to One Demo with CRM Consultant.

Complete Lead Automation & Lead Tracking System

Automatically Capture Leads from Indiamart, Justdial, Website, Phone, Email, Chats & Missed Calls Instantly.

  • Lead Automation System
  • Capture Lead Automatically
  • 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 !

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Lead Capture

Capture Leads Automatically From Various Sources
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Lead Assignment

Assign, Track & Manage Sales Leads with Activities
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Opportunities

Manage Opportunities & Sales Pipeline with Stages
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Quotation

Send Professional PDF Proposal from the CRM
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Task Planner

Plan Activities to Team with Email/SMS reminders
Documents

Documents

Upload Business Documents as Related to Client Interactions.
 Mobile app

Mobile CRM App

Complete Mobile CRM Software for Field Team
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Integration

API Integration & Plugins for 3rd Party Software Integration.
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Email, SMS Alerts

Send Automatic & Manual Email/SMS communications
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Customization

Customize Forms, Fields, Reports to Suit Your Business.

Integration With Lead Portals, Website, Cloud Telephony, Email & SMS Services

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1000+Customers in India use Cratio CRM Software Daily

(Reference Clients in All Cities & All Industries in India)