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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

KelBrix is an innovative cloud-driven B2B sales solution that integrates customer relationship management with tools for lead discovery and outreach. Teams have the ability to locate potential business leads using Google Maps and seamlessly transfer chosen prospects into CRM pipelines for efficient task management, including assignments, notes, follow-ups, and reminders. The platform enhances communication by enabling WhatsApp conversations alongside official WhatsApp Business API workflows, and it also supports email sequences, scheduled marketing campaigns, and automations based on different sales stages. Additionally, it provides users with digital business cards that feature QR and NFC sharing options, along with tools for appointment scheduling, creating landing pages, invoicing, and generating payment links. Users can set up AI-powered calling through third-party voice service providers, while agencies benefit from managing distinct client workspaces and applying white-label branding on certain plans. KelBrix caters to sales teams, small enterprises, marketing agencies, and various organizations seeking an all-in-one service for lead acquisition, customer engagement, and streamlined sales processes, making it a versatile choice for modern business needs. Moreover, its comprehensive features empower users to optimize their sales strategies effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

WhatsApp No 

Integrations

WhatsApp Yes 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Pricing Details

$15/month
A free plan is available. The Starter plan begins at $15 per month; annual billing is offered at a discounted rate. A limited AI Studio trial is included with the free offering. WhatsApp and third-party voice-provider usage may incur charges from Meta or the selected provider.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
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) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cratio

Founded

2009

Country

India

Website

www.cratiocrm.com

Vendor Details

Company Name

WMart Online Services

Founded

2024

Country

India

Website

www.kelbrix.com

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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