CRM Software for Small Business in India | Sales CRM Software

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Complete Lead Automation & Management System

Automatically Capture Leads from Indiamart, Justdial, Website, Phone, Email, Chats, Missed Calls Instantly.

  • Lead Management System
  • Capture Lead Automatically
  • Distribute Leads to Sales Team
  • Send Personalized Email & SMS to Clients
  • Identify & Focus on Hot/Winning Leads
  • Customize Lead Screen to Suit Your Business.
  • Monitor Lead Status with Timeline & User Activities

Assign,Track, Review & Improve Sales Team Efficiency

Reminders for Calls, Visits, Tasks - Track Missed Follow Up/Visits

  • Sales Activities Management
  • Plan, Assign, Track Review - Calls, Tasks & Visits
  • Send Email/SMS Reminders to Sales Team on Due Time
  • Send Email/SMS to Clients in One Click
  • Get Daily Activity & Sales Reports in Email
  • Review Missed or Overdue or Escalated Activities
  • Track Daily, Weekly, Monthly Team Productivity Reports

Extend CRM to Field Team. Mobile CRM for People on the Move

Leads, Customers, Contacts, Daily Plan, Visit Updates & Daily Sales Reporting.

  • Mobile CRM Software
  • Daily Activity Plan in Mobile
  • One Click Visit Updates
  • Call, Email Clients directly from App
  • Customer Address with Maps
  • GPS Location based Activity Updates
  • Mobile CRM Works on Android & IOS.

Sales Communications Management

Customer Communications across Email, SMS & Voice

  • Customer Communications
  • Automatic SMS & Email Alerts
  • Mass Email & SMS With Templates
  • Cloud Telephony Integration
  • Click to Call Service
  • Call Recordings in Audio format
  • Integrated Email, SMS & Voice

CRM Software Features

The Only Software You Need to Manage you Complete Sales Process !

lead capture

Lead Capture

Capture Leads Automatically From Various Sources
lead to staff

Lead Assignment

Assign, Track & Manage Sales Leads with Activities
lead to opportunity


Manage Opportunities & Sales Pipeline with Stages
quotation opportunity


Send Professional PDF Proposal from the CRM
crm chennai

Task Planner

Plan Activities to Team with Email/SMS reminders
CRM India


Upload Business Documents as Related to Client Interactions.
Sales Activities

Mobile CRM App

Complete Mobile CRM Software for Field Team
lead tracking


API Integration & Plugins for 3rd Party Software Integration.
email sms automation

Email, SMS Alerts

Send Automatic & Manual Email/SMS communications
CRM Software in India


Customize Forms, Fields, Reports to Suit Your Business.

Integration With Lead Portals, Website, Cloud Telephony , Email & SMS Services

email sms integration
online marketing
other integration

Top Reasons for Choosing Cratio CRM Software

1000+Customers use Cratio CRM Software in India Daily

Industry Specific Customized Cloud & Mobile CRM Software

shubam finance
Chola MS
Comverg Technology

Straight forward, cost effective with maximum return on investment
Cratio CRM India - The flexibility in changing the views, the User Defined Fields as per our business needs. Cratio adapted accordingly. Ease of use, all information in one central view and easy navigation between information. Powerful tool to view all client information. Low cost of ownership compared to other CRM applications.Testimonial

John Huggins, Vice President.
Info Communications.

I've been using Cratio for a few years now, and I find it to be one of the simplest cloud & mobile systems to use. Every aspect of the software is easy to grasp and easy to put into use right away, and Customer support is fantastic. Fast response and fast resolutions. Really, it is just a great system.Testimonial

Sahil Gupta, Managing Director.
Raises Sales & Services.

Complete Sales CRM Software in India Request Free Trial