Cratio CRM offers comprehensive sales automation and lead management, helping businesses streamline operations and improve efficiency. Although its dashboard design may seem outdated, its intuitive interface and powerful features consistently support business growth. Overall, its strategic advantages make it a strong choice for boosting sales performance and strengthening customer relationships.
Cratio CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Cratio CRM?
Cratio CRM is a cloud-based customer relationship management (CRM) platform that centralizes data and automate sales from sources like web portals and social media. It helps teams track opportunities and activities, boosting sales success and productivity. Cratio CRM simplifies workflows and offers a unified view of customer interactions. Its focus on supporting expanding businesses with manageable sales tools addresses challenges like disorganized leads and manual processes.
Cratio CRM Pricing
Cratio CRM offers customized pricing plans according to the requirements and features needed. It offers a yearly plan starting from $10/user/month.
Disclaimer: The pricing is subject to change.
Cratio CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- JustDial
Who Is Cratio CRM For?
Cratio CRM is ideal for a wide range of industries and sectors, including:
- Real estate
- Education
- Financial services
- Tourism and hospitality
Is Cratio CRM Right For You?
For businesses seeking a platform that enhances customer communication and streamlines sales workflows, Cratio CRM could be a great choice. It offers powerful WhatsApp marketing automation and mobile CRM features that enable real-time customer engagement and efficient field team coordination. Built for ease of use and scalability, Cratio CRM helps growing organizations eliminate manual tracking and boost lead conversion without overshooting their budgets.
Cratio CRM is trusted by businesses, including Redington and Edelweiss. The platform operates on a secure AWS infrastructure with SSL encryption and multi-region backups, ensuring reliable data protection and scalability. It is also COPPA-compliant, aligning with applicable privacy laws to safeguard user data.
Still doubtful if Cratio CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Cratio CRM Features
Cratio CRM automates lead capture from various online and offline sources, including web portals and social media. It categorizes and routes leads to the correct sales representatives instantly, boosting response times. This ensures businesses never miss a sales lead, optimizing conversion rates and improving overall sales pipeline efficiency.
This feature enables sales teams to make calls to leads and customers directly using a built-in phone dialer. Users can easily update call status, add notes, and schedule follow-ups with just a few clicks. All incoming, outgoing, and missed sales calls are synchronized with the CRM for comprehensive tracking.
Cratio CRM software allows businesses to monitor real-time sales call activity for all team members. This includes tracking incoming, outgoing, missed, rejected, and unique calls. It also provides insights into sales team productivity, such as dialed calls, connected calls, call durations, and total worked hours, for optimized performance.
This feature facilitates targeted WhatsApp marketing campaigns, allowing businesses to send offers, coupons, and greetings without risking number blocking. It automates welcome messages for new leads with attachments like brochures and sets up drip message sequences to nurture prospects until conversion.
This feature allows users to monitor open leads at every pipeline stage and track revenue generated by sales representatives, teams, and regions. It helps identify top-selling products and top performers. With over 100 reports and customizable dashboards, businesses can measure campaign performance and sales closure rates effectively.