Cratio CRM

Cratio CRM

Overview

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 Although its dashboard design may seem outdated, its intuitive interface and powerful features consistently support business growth.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

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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.

Request a personalized Cratio CRM pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Cratio CRM Integrations

The software supports integration with multiple systems and platforms, such as:

  • WhatsApp 
  • Google
  • Facebook
  • JustDial
Watch the Cratio CRM demo to learn more about its integration arrangements.

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. 

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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. 

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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.

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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.

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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. 

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Pros And Cons of Cratio CRM

Pros

  • Comprehensive sales management toolkit

  • Advanced reporting and analytics capabilities

  • Atomization capability in social media management

Cons

  • Dashboard design could be more modernized

  • Support experience could be more consistent

Cratio CRM Reviews

Total 4 reviews

4.5

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

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50%

3

Stars

0%

2

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0%

1

Stars

0%

Share your experience

JV

John V.

Small Business, 11-50 employees

4.0
May 2023

Streamlined CRM that gets sales done

Pros

What I find most valuable about this CRM is how it brings together everything you need for sales management in one place. Lead tracking, contact organization, pipeline monitoring, deal oversight and automated tasks and it's all there. Having everything centralized like this really streamlines how we work and boosts our productivity. The reporting and analytics features are solid too. They give you real insights into how your sales are performing and what customers are doing. These tools help me make smarter, data backed decisions and spot trends that let us fine-tune our strategies for better results.

Cons

It's difficult to use at first and there's so many features and customization options that it takes some time to figure everything out. All those functionalities can feel overwhelming when you're just starting, though once you get the hang of it, the system becomes really valuable for streamlining your sales process.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

LA

Lunam A.

Small Business, 11-50 employees

4.0
August 2020

Highly functional solution

Pros

I appreciate how this tool handles lead management across different industries. The automation features for social media are definitely the standout and they make everything so much smoother. What impressed me most is how it helps track progress using solid strategic approaches for implementation. The project management and distribution planning capabilities are really strong and I can manage all my business promotions from one place. Having everything centralized like this makes controlling business operations much easier and it's become essential for growing my business.

Cons

The biggest downside is there's no mobile access, so your stuck without any way to check your project when you're away from your computer. They've apparently fixed this in newer versions though, so that's good news. You really need a solid internet connection for everything to work properly and if your connection is spotty, you'll have issues getting things done.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

TO

Theodore O.

Small Business, 11-50 employees

5.0
August 2020

Solid CRM with automation features

Pros

It's great for tracking customers and pushing our sales teams to perform at their highest level. The flexible features let us extend CRM functionality into the field which streamlines workflows like lead capture, contact management, scheduling and daily sales reporting from our field agents. When we need to send professional looking quotes to both prospective and existing customers, it handles that perfectly too.

Cons

There's often messy data when importing lead inquiries from spreadsheets and the system doesn't always capture all the necessary fields. This can lead to inconsistencies and missing information that affects follow up processes.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Yes, the platform offers an API.

Cratio CRM provides support through email and a knowledge base.

Yes, Cratio CRM does have a mobile app for Android and iOS.

Cratio CRM offers a customized CRM price plan depending on your needs, starting from $10/user/month. Get your tailored Cratio CRM quote now.

Cratio CRM is used by several industries and sectors, including tourism and hospitality, education, and real estate.

Cratio CRM supports English language.

Cratio CRM integrates with multiple tools, including WhatsApp, Google, and JustDial.