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Average Ratings 0 Ratings
Description
A sales CRM designed to boost productivity and improve process visibility for sales teams is essential for modern business success. Tailored specifically for sales professionals, this CRM enhances the visibility of pipelines and funnels. Our comprehensive services include a 360-degree customer view, allowing teams to access and pinpoint customer profiles and interactions from a unified platform. With lead scoring features, you can easily identify which leads are promising and prioritize follow-ups based on reliable data. The CRM also automates lead assignments, ensuring that leads are effectively distributed among your selected sales team members. Users can create tasks related to leads and customers, collaborate seamlessly with colleagues, jot down quick notes for each contact, and manage shared files efficiently. The sales pipeline feature provides a clear overview of deals at various stages, enabling users to sort and filter for a more insightful perspective. Additionally, communication is streamlined with just one click, eliminating extra software or hardware expenses. Overall, this CRM empowers sales teams to work more effectively and streamline their processes.
Description
The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DailyMails
Country
India
Website
crm.dailymails.org
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Product Features
CRM
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
Product Features
CRM
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