Cratio CRMCratio
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SFI CentralPlanRight Software
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Related Products
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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.
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About
Get legendary customer support and rapid delivery of agile software development that is tailored to meet your lead program requirements and budget based on our own online software platform, SFIcentral. We provide scalable solutions that will adapt to any size lead gen campaign from a small startup network to a nation-wide network of manufacturers and dealers. Our customers benefit from battle-tested software code and best practices we’ve learned over the years to make for a quick and smooth integration. Automatic lead distribution from your sources based on your custom territory rules with email & sms notifications. Real-time tracking of lead status updates from capture to close with instant filtering options. Custom reporting for all major categories including visual dashboards to highlight your key metrics. Manage your network data including contacts, territory, communications, documents, and more.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses seeking a complete solution to improve their sales performance
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Audience
Manufacturing companies in need of a solution to streamline operations, leverage resources and increase profit margins
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$5 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCratio
Founded: 2009
India
www.cratiocrm.com
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Company InformationPlanRight Software
United States
www.planrightsoftware.com
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Categories |
Categories |
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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
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Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
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Integrations
No info available.
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Integrations
No info available.
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