Financial Services CRM Software, Made for Indian Business.
Watch this 2 minutes video to know more.
Why Cratio CRM Software?
1. Affordable & Pay As You Grow Pricing: Rs.399 per user per month (Minimum 5 Users).
2. Guaranteed Success: Dedicated account manager & phone support for implementation, training & ongoing support.
3. Ready Made Industry Editions: CRM for B2B, Real Estate, Financial Services, Education, Travel & Many More.
4. Customized CRM for Your Business: Easily customize the product using an advanced app builder to suit your business.
5. Sales CRM Expert in India: 10+ Years, 1000+ Successful Customers from various industries.
Here’s Cratio Financial Services CRM Features...
01. Lead Management
Automatically Capture Leads from All Channels
Capture leads from Indiamart, Justdial, Website, Phone, Email, Chats & Missed Calls Instantly.
Respond faster to sales enquiries to improve conversions.
Distribute Leads by Geography, Interests or Custom Criteria
Set automatic rules for lead distribution based on business criteria.
Set workflow alerts to send instant notifications to clients, sales teams.
Qualify Leads With Intelligent Lead Scoring Rules
Focus on hot leads with better probability of closure.
Automatically identify better quality leads using scoring.
Add task, activities to sales leads to enable better followup
Plan, Assign & Track - Calls, Tasks & Visits against leads.
Send Email/SMS Reminders to Sales Team on Due Time.
02. Sales Management
Create dynamic sales funnels based on business-specific stages
Drill down sales funnel for sales forecasting
Configurable sales stages with probabilities.
View user wise, month wise sales forecast in one click
Configure sales forecasting report based on users, products, etc.
View sales forecast and plan for risks ahead of time.
Automate various scenarios to save time and efforts
Send email to manager if deal size is more than 50K
Send email to reporting to manager if lead is not handled for more than 3 days.
03. Mobile Sales Force Automation
Capture attendance of sales team with GPS coordinates
Simple screen to capture attendance checkin, checkout.
Capture GPS locations along with attendance and view in map.
Automate daily activity/visit tracking of sales team
One click visit entry along with notes and GPS locations.
Plan, Assign, Track activities of sales team with ease
Automated daily/weekly reports of users sales visits
Send automatic visit report in emails to reporting manager.
Map view for user GPS location view about sales visits.
04. Telecaller/Backend Sales Management
Import excel or prepare a list of calls for daily calls to telecalling team
Easy to use screen for call status updates and followups.
End of day status summary reports for performance analysis.
Telecalling team can validate the lead before assigning to sales team
Track the lead status with field sales activity against sales leads.
One click lead assignment to field sales and lead ageing to find lead leakege.
Plan and measure telecaller productivity on daily, weekly basis
Daily, Weekly telecaller productivty reports on calls vs conversions.
Automatic reports can be mailed to manager about productivity on daily basis.
05. CRM Reports and Customization
Customize forms, fields as per your business requirements
Form builder helps you to add, remove, rename fields.
Create dropdown fields to suit you sales process.
Enable Email, SMS alerts on workflow conditions
Create templates for email, sms messages.
Configure alerts for customers, sales teams.
Customize reports, dashboards to suit your business requirements
Create, modify, clone reports with required fields, filters.
Create bar graph, pie charts, table charts to visually view business data.
Financial Services CRM Business Benefits
- Increase Business Profitability
- Lead Conversions
- Telecaller Productivity
- Sales Conversions
- Site Visits Per Executive
- ROI on Marketing Spending
- Rewards for Top Performers
- Reduce Expenses & Losses
- Lead Leakage
- Missed Sales Followups
- Efforts on Non-Priority Leads
- Manual Sales or Visit Reports
- Wasteful Marketing Expenses
- Incentives on low performers
Financial Services CRM Software Highlights
Lead Automation
Automatically capture leads from Lead Portals like Policybazar, Bankbazaar, Missed Calls, Website, Facebook, Google, etc
Sales Leads
Financial Services Business Specific Lead screen to capture customer interest in product, income profile, risk profile along with status & remarks
Sales Proposal & Forecasting
Manage customer opportunities & send proposals with opportunity values, expected date & pending payments. Attach agreements & Documents
Product/Services Masters
Product/Services Master to maintain product information such as product name, type, description, rates
Site Visits, Sales Calls
Plan, Assign & Track outcome of site visits. Daily report on Site visits along with mobile GPS location, status and remarks
Telecaller Performance
Measure telecaller performance by tracking new calls per day, follow up calls, sales visits/meetings fixed, conversions, etc
Business Associate/Partner Master
Maintain Business Associate/Partner Master with contact details, commission's details. Track leads till bookings against specific partners.
Customer Communication
Send automated, manual SMS, Email communications. Send personalized birthday, anniversary wishes to customers & prospective buyers.
Upselling & Cross Selling
Upsell & Cross Sell other related service such as home loans, insurances & other services
1000+ Customers Using Cratio CRM Daily
Some of our featured customers
