Why Cratio CRM Software?

1. Affordable & Pay As You Grow Pricing: Rs.399 per user per month (Minimum 3 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 Sales CRM 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.
crm software India

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.
crm software India

Qualify Leads With Intelligent Lead Scoring Rules

Focus on hot leads with better probability of closure.
Automatically identify better quality leads using scoring.
crm software India

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 software India

02. Sales Management

Create dynamic sales funnels based on business-specific stages

Drill down sales funnel for sales forecasting
Configurable sales stages with probabilities.
crm software India

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.
crm software India

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.
crm software India

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.
crm software India

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.
crm software India

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.
crm software India

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.
crm software India

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.
crm software India

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.
crm software India

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.
crm software India

Enable Email, SMS alerts on workflow conditions

Create templates for email, sms messages.
Configure alerts for customers, sales teams.
crm software India

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.
crm software India
crm software India

Automatic Lead Capture from Various Sources

Capture leads from Indiamart, Justdial, Website, Phone, Email, Chats & Missed Calls Instantly.
Respond faster to sales enquiries to improve conversions.

Manage Sales Funnel & Forecasting

Dynamic sales funnels based on business-specific stages.
User wise, month wise sales forecast in one click.
crm software India
crm software India

Never Miss a Sales Follow Up

Plan, Assign & Track - Calls, Tasks & Visits against leads.
Email/SMS Reminders to Sales Team on Due Time.

Automate Your Sales Process

Automate various scenarios to save time and efforts.
Send email/SMS to reporting to the manager if the lead is not handled for more than 3 days.
crm software India
crm software India

Mobile CRM for People on the move

Automate daily activity/visit tracking of the sales team.
Send automatic visit report in emails to the reporting manager.

1000+ Customers Using Cratio CRM in India Daily

Some of our featured customers

redington
L&T
DHLF
murugappa
shubham
raheja
Grohe
dinamalar
BPCL
godrej

Cratio CRM Demo App >>