Cratio CRMCratio
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCratio
Founded: 2009
India
www.cratiocrm.com
|
Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
||||||
|
|
||||||
Categories |
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
|
||||||
|
|
|