About Cratio CRM

Cratio CRM Software is a cloud and mobile CRM software that enables organizations to manage entire sales process efficiently from a single platform.  Cratio CRM is simple to use, affordable & customizable. The software has all required features for complete sales automation.

Specification

Deployment

  • Web

    web-based

Operating system

  • mac

    Mac OS

  • W

    Windows

Hardware Configuration :

NA

Software Configuration :

NA

Best suitable for

Size :

1-10

11-15

16-200

201-500

501-1000

1001-5000

5000+

Organization type :

SMEs

Mid Market

Enterprise

Govt

PSUs

Startups

Agencies

Industries :

  • Education |
  • Real Estate |
  • Tours and Travels |
  • Finance |

About Cratio Software Pvt. Ltd.

Cratio is software product Development Company based in Chennai, India. The company own an expertise in developing mobile & cloud based Sales CRM Software. It specializes in providing domain specific Mobile Sales CRM Software with less time and cost.

view more products by Cratio Software Pvt. Ltd.

Client References

Creestaa

Creestaa

Alpha

Alpha

Asianet

Asianet

Muruguppa

Muruguppa

Arihant

Arihant

Features

 Lead Management

Lead Management System is a comprehensive module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure Capture Lead Automatically. Distribute Leads to Telecalling Team. Assign Qualified Leads to Sales Team for Visit. Send Personalized Email & SMS to Clients. Identify & Focus on Hot/Winning Leads. Customize Lead Screen to Suit Your Business. Monitor Lead Status with Timeline & User Activities.

Sales Pipeline Tracking

Sales Pipeline Management or Sales Funnel module helps sales team to prioritize, forecast , focus & win high probable sales opportunities. The module consists of Opportunities, Expected Close Date for Winning, Win/Lose Analysis, Proposal, Opportunity Value & Activity History. Sales Opportunity with Value Sales Funnel with Probability Win/Loss Analysis with Details Customer Segmentation based on Opportunities Upselling & Cross Selling Opportunities Customer Past Business & Order History

 Sales Management

Sales Team Management module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes. Plan, Assign, Track Review - Calls, Tasks & Visits Send Email/SMS Reminders to Sales Team on Due Time Review Missed or Overdue or Escalated Activities Sales Team Tracking of Daily, Weekly, Monthly Reports

Mobile CRM App helps sales team to access the complete CRM in the mobile phone. Sales Team can view daily plan, update customer visits & update daily sales reports. The mobile CRM app has all relevant information such as leads, opportunities, customer contacts such that the salesperson can effectively close the sale. Daily Activity Plan in Mobile Call, Email Clients directly from App GPS Location based Activity Updates Mobile CRM Works on Android & IOS.

CRM Reporting & Analytics module is a powerful business intelligence tool that helps management team to analyse complete sales performance. The report engine is dynamic, flexible & easy to use such that users can take customized report as per business requirements. Powerful Reports Builder Visual Dashboards & Funnels Automatic Daily Email Reports Reports on Excel, HTML, PDF

Customization Module of CRM helps administrators to customize the software as per business requirements. Forms, Fields, Views, Emails, SMS, Product Logo, Templates, Reports, Dashboards are all customizable to suit client requirements. Customize Forms, Fields, Reports Customize Email, SMS Templates Email/Web to Form Integration Integrated with Leading Systems

Plans and Pricing

Web-based

Sales CRM

₹ 399.00


  • Billed Annually
  • Minimum 05 User License
  • Automatic Lead Capture From Portals
  • Leads-Opportunities & Customers
  • Email- SMS Alerts
  • Reports & Dashboards
  • Fields & Reports Customization

Sales CRM Enterprise

₹ 599.00


  • Billed annually
  • Minimum 05 CRM User License
  • All Features of Sales CRM +
  • Territory Management (Location & Product)
  • Customized Modules- Forms & Reports
  • API- Web Services & 3rd Party Integration

Marketing Automation

PRICE ON REQUEST


  • Up to 30
  • 000 Contacts
  • Email Campaigns- Automated Drip Marketing
  • Email/Website Tracking
  • Contacts & Segments
  • Lead Capture Forms
  • Workflow Rules & Automation

Videos

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FAQs

Below are some frequently asked questions for Cratio CRM

Q. Can I take a demo?

Yes you can view live product demo with sample data at www.cratiocrm.com/demo. Please contact us for detailed demo with Free consulting.


Q. Can I take Free Trial?

Yes. Please get in touch with our sales team and we shall talk to you and signup a free trial as needed.


Q. Can I export all my data?

You can export all your data in csv (excel) and use it in other systems if needed.


Q. Is there any contracts?

No. You can pay as you use either in quarterly or annual plans. We don’t support monthly payments.


Q. Where is the data stored ?

We use Amazon Cloud (AWS) - All data are secured as per global security standards with multi location backups & redundancy.


Q. Where can I get the mobile App?

You can visit the App store links as below Google Play Store Apple App Store.


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