Cratio CRM

Cratio CRM

Cratio
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About

Lead Management System is a comprehensive module to handle complete lead management process. The module covers all major feature from lead capture to assignment to closure. Forward your leads to CRM Inbox and the software creates leads, assigns to user, and sends Email/SMS to the customer. Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically. Forward your portal leads to CRM, it will automatically map the lead information with the CRM lead screen. Assign leads to sales team automatically based on lead source. The sales user will get an Email/SMS on the lead assignment. View lead history with status and updates along with the timeline. The timeline shows lead aging issues. CRM supports location & product-based sales territories. User security based on territory rules can be applied to CRM. Attach documents related to lead or customer. Store all relevant marketing material in centralized location.

About

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses seeking a complete solution to improve their sales performance

Audience

Dynamics 365 users

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cratio
Founded: 2009
India
www.cratiocrm.com

Company Information

Inogic Tech
Founded: 2006
India
www.inogic.com

Alternatives

Alternatives

Teknovate CRM

Teknovate CRM

Teknovative Solution
Q-assign

Q-assign

Ortoo
Q-assign

Q-assign

Ortoo
OxyCRM

OxyCRM

OxyCloud
PipeCycle

PipeCycle

CustomerSquare.com

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365
Claim Cratio CRM and update features and information
Claim Cratio CRM and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information