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Cratio CRM

Brand : Cratio Software

Starting at ₹ 2997

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It is a CRM software that helps in lead management, activity planning and WhatsApp Marketing. ...Read more

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Cratio CRM Software Pricing, Features & Reviews

What is Cratio CRM?

Cratio CRM is a popular CRM software across India and offers cloud-based solutions for better output. This CRM software integrates with all marketing platforms and helps in lead generation from Facebook ads, Google Ads, websites, and other online marketplaces.

Cratio CRM software facilitates easy workflow management and assists in better conversion of leads to sales. It boosts the response time of salespersons with smart alerts and reminders. Organisations can customize their sales cycle with Cratio CRM for better visibility and productivity.

Why Choose Cratio CRM Software?

  • High Sales Efficiency: Increase sales by using workflows that are optimised for higher conversion rates and automated operations.
  • Improved Performance Tracking: Use comprehensive reports and real-time analytics to keep an eye on team performance.
  • Simple Data Management: Centralised, well-organised systems make it simple to store and retrieve customer data.
  • Intuitive Interface: Take advantage of an intuitive interface made for efficiency and ease of usage.
  • Omnichannel Support: Handle client interactions across several channels of communication with ease.
  • Mobile Accessibility: Use the Cratio mobile app to manage operations and access CRM data while on the go.

Features of Cratio CRM Software

  • Lead Management: To improve the success of the sales pipeline, and effectively track and manage leads.
  • Automatic Lead Capture from Portals: To increase conversion, automatically collect leads from web portals.
  • Opportunities Management: Skilfully handle sales opportunities from beginning to end.
  • Activities Planner: Plan and schedule everyday activities to optimise results and productivity.
  • Email and SMS Alerts: Stay informed about important events and actions by receiving timely email or SMS alerts.
  • Reports & Dashboards: Acquire informative reports and dashboards to support data-driven choices.
  • Customisable Reports & Forms: Adapt reports and forms to your own business requirements.
  • Mobile CRM: Increase productivity and convenience by accessing CRM functions on any device.
  • Field Force Automation: To increase productivity and lower errors, automate field team tasks.
  • Cloud Telephony Connector: Incorporate cloud telephony to provide call tracking and smooth communication.

Cratio CRM Pricing

Cratio CRM pricing plan starts from ₹999 or $15 per user/month in quarterly plans and ₹799 or $10 per user/month in annual plans. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Cratio CRM Pricing & Plans

Quarterly Plan (Rs 999 Per user per month, paid quarterly)
  • Reports & Dashboards
    • Users
    • Monthly
Starting at ₹ 2997
Annual Plan(Rs 599 Per user per month, paid annually)
  • Reports & Dashboards
    • Users
    • Yearly
Starting at ₹ 7188

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Cratio CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Centralized platform for managing leads, contacts, and account information.
  • icon_check Account Management Centralized platform for managing leads, contacts, and account information.
  • icon_check Customer Profiles Centralized customer profiles help optimize customer experience and engagement.
  • icon_check Contact Segmentation Segment and categorize customers for efficient marketing and sales targeting.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Lead Management

  • icon_check Lead Generation Capture and create leads through multiple channels for sales growth.
  • icon_check Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules.
  • icon_check Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects.
  • icon_check Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising.
  • icon_check Lead Tracking Track lead activity and behavior across multiple channels and touchpoints.
  • icon_check Lead Nurturing Engage with leads over time through automated follow-ups and relevant content.

Sales Pipeline Management

  • icon_check Territory Management Control and monitor sales territories to maximize team efficiency and revenue.
  • icon_check Deal Management Streamline deal management to track stages, close deals faster, and improve win rates.
  • icon_check Opportunity Management Manage and track sales opportunities from prospect to closed deal.
  • icon_check Deal Rotting Flag and manage deals that are stalling or not progressing as expected.
  • icon_check Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Order Management Handle order processing and ensure smooth transaction flow post-sale.
  • icon_check Quote & Proposal Management Create and send tailored quotes and proposals for potential clients.

Collaboration and Communication

  • icon_check Internal 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 Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity.
  • icon_check Activity Logging Recording all customer interactions like calls, emails, meetings, and text messages within the CRM system
  • icon_check Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates.
  • icon_check Call Tracking and Recording Track and record sales calls for better analysis and performance review.

Integrations

  • icon_check Calendar Integration Sync your CRM with calendars for easy scheduling and meeting management.
  • icon_check Interactive Voice Response (IVR) Integration Real-time sales call activity, including Incoming, Outgoing, Missed, Rejected, and Unique calls.
  • icon_check Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates.
  • 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.

Workflow Automation and Management

  • icon_check Task Automation  Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Workflow Automation Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Lead Capture Automation Automatically capture leads from forms, websites, and social media.
  • icon_check Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria.
  • icon_check Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM.

Security & Compliance

  • icon_check Data Encryption Secure Socket Layer (SSL) technology
  • icon_check Role-Based Access Control (RBAC) Set user roles to manage data access and ensure security in your CRM system.
  • icon_check Audit Logs Maintain a log of all user actions for accountability and security auditing.
  • icon_check Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability.
  • icon_check IP Whitelisting Prevents unauthorized access from unknown or unsecure locations.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI Capabilities

  • icon_check Chatbots Deploy chatbots for efficient customer support and lead engagement on your website.
  • icon_check Lead and Deal Scoring Score leads and deals to prioritize efforts based on engagement or value.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Analytics and Reporting

  • icon_check Sales Forecasting Generate accurate sales forecasts based on data trends to plan ahead.
  • icon_check Custom Dashboards Design custom dashboards to display relevant data and key performance indicators for quick decision-making.
  • icon_check Sales Funnel Analysis Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Conversion Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Customisable Pipeline Views Create customized views of sales pipeline stages for better oversight.

Alerts & Notifications

  • icon_check Lead Activity Alerts Set automatic reminders for tasks, meetings, and deadlines to ensure timely action.
  • 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.

Others

  • icon_check Agent Portal
  • icon_check 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
  • icon_check Landing Pages & Forms Create and use templates for faster communication and document handling.
  • icon_check Call Tracking and Recording Real-time sales call activity, including Incoming, Outgoing, Missed, Rejected, and Unique calls.
  • icon_check Ticketing System Efficiently manage customer service requests with an automated ticketing system.

Cratio CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows Android MacOS Linux
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Phone, Email, Forums
  • Videos
  • English

Cratio CRM Reviews

95%

Have recommended this product

Overall Score

4.4/5
Based on 2 Reviews

Review this product

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

WS

Wasim ShaikH

Verified reviewer:linkedin_verify

User

Reviewed on: Jan 21, 2019

4.5/5

“Customizable software”

Pros :

Cons :

Features

4.5/5

Value for Money

4.5/5

Customer Support

4.5/5

Ease of Use

4.5/5

Likely to Recommend

10/10
VA

vijay aal

Verified reviewer:linkedin_verify

User

Reviewed on: Aug 30, 2016

4.3/5

“Helpful unbiased and knowledgeable”

Pros :

Cons :

Features

4.3/5

Value for Money

4.6/5

Customer Support

4.5/5

Ease of Use

4/5

Likely to Recommend

9/10

Cratio Software Company Details

Brand Name Cratio Software
Information Cratio Software
Founded Year 2009
Director/Founders Preethi Vijayakumar
Company Size 1-100 Employees

Cratio CRM FAQ

A Some common features of Cratio CRM are Lead Management System, Opportunities Management, Activities Planner, Reports & Dashboards and WhatsApp Marketing.
A Yes, Cratio CRM offers an intuitive interface and features that are easy to navigate. Users can learn Cratio CRM in a short time span with no additional technical knowledge.
A Real Estate, Education, Financial Services, Call Centres and B2B are some of the common industries that use Cratio CRM.
A Cratio CRM pricing plan starts from ?999/$15 per user/month in quarterly plans and ?799/$10 per user/month in annual plans.
A Yes, Cratio integrates with marketing platforms such as Facebook ads, Google Ads, websites, and numerous other online marketplaces.
A Yes. you can export all your data in a CSV (excel) file and use it in other systems if needed.
A Yes, Cratio CRM provides a mobile app for iOS and Android users.
A No, Cratio CRM is not free. It provides affordable pricing in annual and quarterly plans.
A Yes, Cratio provides, 30-day risk free trail and free demo for users.
A You can buy Cratio CRM directly from techjockey.com. Simply choose your preferred subscription plan and complete the checkout process.
A Techjockey.com accepts a range of payment methods, including credit/debit cards, net banking, UPI, and popular digital wallets.
A Yes, techjockey.com offers support for software installation. You can contact our customer support team for help with the installation process.
A Yes, you can move your license to a new device. Just uninstall the software from your current device and install it on the new one using the same license key.
A Yes, techjockey.com often has special discounts and deals on Cratio CRM. Visit our website to find the latest offers.

Cratio CRM Questions

A:

Yes, Cratio CRM includes a ticketing system and SLA management tools to ensure timely responses and resolutions to customer inquiries.

Arvind Singh . Dec 19, 2024

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