Cratio CRM

Cratio CRM is a sales enablement solution designed to assist businesses in increasing leads, accelerating sales, and measuring sales team performance. According to the vendor, Cratio CRM caters to a wide range of professions and industries, including B2B companies, real estate, financial services, education, and call centers.

Key Features

Lead Automation: According to the vendor, Cratio CRM facilitates effortless lead capture from various sources such as Google, Facebook, Email, Websites, and more. It allows for the bulk import of leads with a single click and the distribution of leads based on predefined business rules.

Mobile Auto Dialer (Tele Caller CRM): Cratio CRM provides an Android app-based dialer for convenient calling and follow-ups. The vendor claims that it offers call tracking, integration with cloud telephony systems, and supports major cloud telephony systems in India.

Telecaller Performance Tracking: The vendor states that Cratio CRM enables the monitoring of telecaller performance metrics, including total calls made, time spent on calls, breaks, and results. It also provides comprehensive reports to gain insights into lead response time and identify profitable lead sources.

Call & Follow Up Reminders: Users can set reminders within Cratio CRM to ensure no sales follow-up opportunities are missed. The vendor also claims that it allows for the automation of follow-up message sequences and provides updates on overdue and upcoming follow-ups.

WhatsApp Marketing Automation: According to the vendor, Cratio CRM enables the capture of leads from various sources and the setup of drip marketing funnels with automated follow-up messages. It also allows for the broadcast of promotional offers, discount coupons, and festival wishes without the risk of number blocking. Users can make messages interactive by including call-to-action buttons.

Mobile Field Force Automation: Cratio CRM offers mobile GPS attendance check-in and check-out, customer visit tracking, and real-time monitoring of field staff. The vendor states that it generates automatic daily visit reports for managers.

All in One Tele Caller CRM: According to the vendor, Cratio CRM simplifies lead management, telecalling, and sales activities by providing a unified solution. It aims to improve team productivity and streamline sales processes through comprehensive lead automation, mobile auto dialer, call tracking, and follow-up reminders.

Real Estate Specific CRM: Cratio CRM is specifically designed for real estate companies in India. It offers project-wise lead capture and management, integration with WhatsApp marketing, mobile auto dialer, and call tracking, as well as the automation of real estate workflows.

Financial Services Specific CRM: Cratio CRM is tailored for financial service businesses such as stockbroking, insurance, and loans. The vendor claims that it automatically captures leads from various sources and offers integration with WhatsApp marketing, mobile auto dialer, and call tracking for financial service-specific functionalities.

B2B Sales CRM: Cratio CRM is designed to cater to B2B sales with telesales and field sales teams. According to the vendor, it enables lead capture, sales pipeline management, and targeted communication to B2B prospects, ultimately aiming to improve sales productivity and drive additional revenues.