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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

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 

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