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Clatos CRM

Brand : Dunes Factory

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  • 4.5 star_white

  • 1 Rating & 1 Review

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Starting Price:

₹ 21,000 excl. GST

₹ 24,780 incl. GST

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Clatos CRM is a web-based customer relationship management solution that enables its users to enhance their business relationships with their clients. Users can gain better insight into the behavior of their customers and make changes accordingly to serve them in a better way. Clatos CRM helps user...Read more

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Clatos CRM Software Pricing, Features & Reviews

What is Clatos CRM?

Clatos CRM is a web-based customer relationship management solution that enables its users to enhance their business relationships with their clients. Users can gain better insight into the behavior of their customers and make changes accordingly to serve them in a better way. Clatos CRM helps users analyse purchasing habits and preferences of their clients. 

Users can also get access to an intuitive knowledge base of the software and ensure effective customer relationship management. Moreover, Clatos CRM also helps its users in managing their recurring expenses. Users even get to track the engagement level of digital assets sent to their clients from time to time.

How does Clatos CRM help expand its user’s business?

Clatos CRM helps its users in expanding their business by improving their customer retention procedures and helps them to manage communication with their clients in real-time. This CRM software features a wide variety of tools and resources helping businesses analyse the needs and preferences of their prospects in an accurate manner. Further, users can create professional-looking invoices, attach them in PDF forms and email it to the customers for timely payments. 

Pricing of Clatos CRM 

Clatos CRM provides its users with a single plan. It charges a sum of ₹ 8000 for an individual user on a yearly basis. You can request us for a callback and our team will guide you with Clatos CRM activation key. 

Compatible Platforms for Clatos CRM 

Clatos CRM is compatible with Microsoft Windows 7, Windows 8.1, and Windows 10 along with Mac OS. It can be deployed on the cloud or on-premise depending on the preference of its user. 

Benefits of using Clatos CRM:

  1. Customer Relation Management: By using Clatos CRM, users get to view their customer’s behavior, preferences and buying history. This helps them in shaping their business tactics accordingly.
  2. Minimum Data Entry: With Clatos CRM, users can keep track of their prospects and follow their progress through the sales funnel. This CRM software helps generate leads from signup forms and emails.
  3. Digital Marketing Tools: By using Clatos CRM tool, users get access to a wide variety of digital marketing tools which helps them attract new prospects.
  4. Schedule Pipelines: Businesses can prioritize deals and coordinate with prospects accordingly with the software. 
  5. Higher Yield: The well-rounded view of upselling and cross-selling at the right time improves the success rate of users’ business. 
  6. Project Manager: The powerful project manager module of Clatos CRM helps keep track of all project-related tasks. Admins can divide the tasks among their staff and keep track of their progress.

Clatos CRM Pricing & Plans

Clatos CRM Basic (Unlimited Users)
    • Quantity
    • Yearly

Calculated Price (Exclusive of all taxes)

₹ 21000

Clatos CRM Gallery

play CRM - Customer Relationship Management
Clatos CRM
Clatos CRM Automation
Clatos CRM Calls

Clatos CRM Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Clatos CRM Review

90%

Have recommended this product

Overall Score

4.5/5
Based on 1 Review

Review this product

Your valuable feedback helps others like you make a better decision.

AK

Anita Kali

Verified reviewer:linkedin_verify

User

Reviewed on: Aug 20, 2020

4.5/5

“very good at handling data”

Pros :

Cons :

Features

4/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4.5/5

Likely to Recommend

9/10

Dunes Factory Company Details

Brand Name Dunes Factory
Information IT company and Develops Marketing tools to help to Small Business, Startups also Large Scale Businesses.
Founded Year 2009
Director/Founders Dunes Factory
Company Size 1-100 Employees
Other Products Rapbooster, AndroSMS, Primailer, Rokdi, RingCaster

Clatos CRM FAQ

A By using Clatos CRM, users get access to pre-built email templates that have all contact-related information filled within it. Users do not need to make any manual entries. They can press the send button after attaching any document or file.
A Yes, Clatos CRM allows its users to manage and organize priority leads as per their business nature.
A Yes, Techjockey provides an online demo for Clatos CRM to the interested buyers for free.
A Yes, users can set up recurring invoices through Clatos CRM.
A No, Clatos CRM does not have any dedicated mobile application as of now.

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