Lead Management 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 Lead Management Software 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.
lead management

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.
lead management software

Qualify Leads With Intelligent Lead Scoring Rules

Focus on hot leads with better probability of closure.
Automatically identify better quality leads using scoring.
lead management system

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.
CRM for lead management
 

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.

Lead Management Software Industry Editions

Real Estate Business

Real Estate Business

  • Designed for Builders, Developers & Agents
  • Features Include Property Masters, Bookings, Telecaller Productivity, Mobile App for Field Sales

Financial Services Business

Financial Services Business

  • Designed for Insurance, Loan and Equity Services.
  • Features Include Lead Screen, New & Renewal Sales Process, Telecaller Productivity, Mobile App for Field Sales.

Education Business

Education Business

  • Designed for Consultants, Institutes & Universities.
  • Features Include Students Master, Courses, Admissions, Telecaller Productivity, Mobile CRM

Travel & Tour Business

Travel & Tour Business

  • Designed For Travel & Tour Agents, Hotels & Resorts.
  • Features Include Lead Automation, Packages, Telecaller Productivity, Mobile CRM.

Professional Services

Professional Services

  • Designed for Service Providers such as Consultants, Agencies, Facility Services.
  • Features Include Lead Automation, Opportunities, Telecaller Module,Field Sales, Mobile CRM, Email/SMS Alerts.

Manufacturing Business

Manufacturing Business

  • Designed for Manufacturers, Distributors & B2B Companies.
  • Features Include Opportunities, Product Sales Forecasting, Field Sales, Mobile CRM, Products, Quotes.

1000+ Customers Using Cratio Lead Management Daily

Some of our featured customers

redington
L&T
shubam finance
murugappa
asianet
proconnect
Chola MS
Comverg Technology
Godrej
Mahr


 

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