Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
IndiaCRM is a cloud-based platform designed to enhance customer relationship management for small and medium enterprises in India. It integrates lead capturing and contact management with a visual sales pipeline to facilitate deal tracking. The sales functionalities encompass lead follow-up, reporting, and task automation, while its billing capabilities are tailored for GST compliance, including calculations for CGST, SGST, and IGST. Furthermore, the platform offers additional modules for managing khata, inventory, HR, payroll, and customer portals. Businesses can easily gather leads from web forms and various marketplaces, with features that cater to diverse sectors such as real estate, healthcare, education, manufacturing, logistics, and retail. Accessible via web browsers and mobile applications on Android and iOS, IndiaCRM allows for unlimited user access across its various business modules. Moreover, it includes AI-driven lead scoring and automated task assignment to streamline sales processes even further, ensuring that users can optimize their workflow efficiently.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
ChatGPT
No
Claude Desktop
No
Cursor
No
Gemini
No
IndiaMART
No
Model Context Protocol (MCP)
No
Perplexity
No
Integrations
ChatGPT
Yes
Claude Desktop
Yes
Cursor
Yes
Gemini
Yes
IndiaMART
Yes
Model Context Protocol (MCP)
Yes
Perplexity
Yes
Pricing Details
$5 per month
Free Trial
Yes
Free Version
No
Pricing Details
$0
The free plan includes unlimited users and contacts, with no per-seat charge. The plan includes business modules such as CRM, GST invoicing, HR and payroll, inventory, and customer portal features.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
IndiaCRM
Founded
2023
Country
India
Website
indiacrm.in
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No