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Description
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Review
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FAQs
Questions
Alternatives
Get Free Advice
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Brand : Cratio Software
4.3 
10 Ratings & 10 Reviews
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Starting at ₹ 2997
Save Extra with 2 Offers
Save upto 28%, Get GST Invoice on your business purchase | 
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.
For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
the GSTIN of the user associated with their registered business, and
the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.
Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.
Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.
Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.
To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
Buy Now & Pay Later, Check offer on payment page. It is a CRM software that helps in lead management, activity planning and WhatsApp Marketing. ...Read more
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Customer Data Management (CDM)
Contact Management Centralized platform for managing leads, contacts, and account information. Account Management Centralized platform for managing leads, contacts, and account information. Customer Profiles Centralized customer profiles help optimize customer experience and engagement. Contact Segmentation Segment and categorize customers for efficient marketing and sales targeting. Activity History Record and review all past customer interactions, including calls, emails, and meetings. Lead Management
Lead Generation Capture and create leads through multiple channels for sales growth. Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules. Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects. Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising. Lead Tracking Track lead activity and behavior across multiple channels and touchpoints. Lead Nurturing Engage with leads over time through automated follow-ups and relevant content. Sales Pipeline Management
Territory Management Control and monitor sales territories to maximize team efficiency and revenue. Deal Management Streamline deal management to track stages, close deals faster, and improve win rates. Opportunity Management Manage and track sales opportunities from prospect to closed deal. Deal Rotting Flag and manage deals that are stalling or not progressing as expected. Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability. Order Management Handle order processing and ensure smooth transaction flow post-sale. Quote & Proposal Management Create and send tailored quotes and proposals for potential clients. Collaboration and Communication
Internal Communication Enable real-time internal communication between teams with built-in messaging or chat features. Document Sharing & File Storage Store and share important files, documents, and customer resources easily. Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity. Activity Logging Recording all customer interactions like calls, emails, meetings, and text messages within the CRM system Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates. Call Tracking and Recording Track and record sales calls for better analysis and performance review. Integrations
Calendar Integration Sync your CRM with calendars for easy scheduling and meeting management. Interactive Voice Response (IVR) Integration Real-time sales call activity, including Incoming, Outgoing, Missed, Rejected, and Unique calls. Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates. Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality. API Access Customizable API for integrating with other business applications or extending CRM capabilities. Workflow Automation and Management
Task Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications. Workflow Automation Automate repetitive tasks and workflows to improve sales team efficiency. Lead Capture Automation Automatically capture leads from forms, websites, and social media. Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria. Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM. Security & Compliance
Data Encryption Secure Socket Layer (SSL) technology Role-Based Access Control (RBAC) Set user roles to manage data access and ensure security in your CRM system. Audit Logs Maintain a log of all user actions for accountability and security auditing. Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability. IP Whitelisting Prevents unauthorized access from unknown or unsecure locations. Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans. GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy. AI Capabilities
Chatbots Deploy chatbots for efficient customer support and lead engagement on your website. Lead and Deal Scoring Score leads and deals to prioritize efforts based on engagement or value. Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making. Analytics and Reporting
Sales Forecasting Generate accurate sales forecasts based on data trends to plan ahead. Custom Dashboards Design custom dashboards to display relevant data and key performance indicators for quick decision-making. Sales Funnel Analysis Monitor and analyze real-time data to make timely, informed decisions. Conversion Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health. Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement. Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs. Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning. Customisable Pipeline Views Create customized views of sales pipeline stages for better oversight. Alerts & Notifications
Lead Activity Alerts Set automatic reminders for tasks, meetings, and deadlines to ensure timely action. Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions. Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed. System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution. Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints. Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met. SLA Violations Receive notifications when service level agreements are breached or approaching deadlines. Others
Agent Portal Mobile CRM Mobile CRM App helps sales team to access the complete CRM in the mobile phone. Sales Team can view daily plan, update customer Landing Pages & Forms Create and use templates for faster communication and document handling. Call Tracking and Recording Real-time sales call activity, including Incoming, Outgoing, Missed, Rejected, and Unique calls. Ticketing System Efficiently manage customer service requests with an automated ticketing system.
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Pros
“It connects well with the tools I already use, like email and WhatsApp. There are no awkward tech hiccups.” Manish Kumar - Nov 14, 2024
“I like how I can generate detailed reports that give me insights into what is working and what is not.” Shubham Kumar - Oct 18, 2024
“It makes setting up automated follow-ups and reminders easier. The automation features have saved me a lot of time.” Devendra Yadav - Sep 5, 2024
Cons
“I experienced lag sometimes in the mobile app when I am trying to update a lot of data at once.” Manish Kumar - Nov 14, 2024
“The email campaign features feel basic, but at least it integrates well.” Shubham Kumar - Oct 18, 2024
“There is limited customization for reports. I wish I could change and alter reports to suit my needs.” Devendra Yadav - Sep 5, 2024
Verified reviewer:
Human Resources, Environmental Services
101-500 Employees
Software user since: 6-12 months
Reviewed on: Nov 14, 2024
Verified reviewer:
Administrator, Professional Services
101-500 Employees
Software user since: 1-2 years
Reviewed on: Oct 18, 2024
Verified reviewer:
Human Resources, Computer & Network Security
101-500 Employees
Software user since: 1-2 years
Reviewed on: Sep 5, 2024
| Brand Name | Cratio Software |
| Information | Cratio Software |
| Founded Year | 2009 |
| Director/Founders | Preethi Vijayakumar |
| Company Size | 1-100 Employees |
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