Cratio CRM

Cratio CRM

Cratio
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About

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. Forward your leads to CRM Inbox and the software creates leads, assigns to user, and sends Email/SMS to the customer. Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically. Forward your portal leads to CRM, it will automatically map the lead information with the CRM lead screen. Assign leads to sales team automatically based on lead source. The sales user will get an Email/SMS on the lead assignment. View lead history with status and updates along with the timeline. The timeline shows lead aging issues. CRM supports location & product-based sales territories. User security based on territory rules can be applied to CRM. Attach documents related to lead or customer. Store all relevant marketing material in centralized location.

About

Replicate the star rep's playbook throughout the company and close more business. Customize the agents based on your team's exact workflows. Fills CRM properties, creates deals, and updates info in real time based on pre-set rules. Researches companies and prospects to help you target and qualify leads better. Sends timely follow-ups to prospects and updates deal stages automatically in the CRM. Creates and sends personalized outreach based on in-depth company and prospect research. Automatically assigns leads to the right sales reps based on location, time, product specialization, etc. Creating a new pipeline to close more deals by automating CRM tasks. Engaging only with high-potential leads through detailed research and automated scoring. Automating personalized follow-ups for greater SDR productivity. Automatic meeting creation and rescheduling based on time zones. Ensuring timely follow-ups with automated emails until closure.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses seeking a complete solution to improve their sales performance

Audience

Sales teams seeking an AI solution providing assistants to optimize their sales operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cratio
Founded: 2009
India
www.cratiocrm.com

Company Information

Locale.ai
Founded: 2019
United States
locale.ai/

Alternatives

Alternatives

lemlist

lemlist

lempire
Teknovate CRM

Teknovate CRM

Teknovative Solution
Q-assign

Q-assign

Ortoo
OxyCRM

OxyCRM

OxyCloud
PipeCycle

PipeCycle

CustomerSquare.com

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Apollo
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Teams
Salesforce
Slack
ZoomInfo

Integrations

Apollo
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Teams
Salesforce
Slack
ZoomInfo
Claim Cratio CRM and update features and information
Claim Cratio CRM and update features and information
Claim Locale.ai and update features and information
Claim Locale.ai and update features and information