Name: Cratio CRM
Price: 5 USD
Author: Cratio

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

PHP Frameworks

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

Emissions Management

Visitor Management

Whistleblowing

Enterprise

Accounting

SaaS Spend Management

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Access Gateways

Cloud Migration

Cloud Storage

Data Center Cooling

Data Warehouse

Database-as-a-Service (DBaaS)

DevOps

Enterprise Service Bus

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Migration

Mobile Identity

Network Performance Monitoring

Open-Source Database

Privileged Access Management

Storage as a Service (STaaS)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Apparel

Banking

Equation Editors

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Ordering

eDiscovery

Vertical-Specific

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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.

Basic

Regular

Advanced

Premium

Guru

WeStrive

Assistive CRM

Cratio CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Cratio

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Cratio CRM

Overview

What is Cratio CRM?