Cratio

Sales Automation and

CRM Software
 About Us

Cratio Software is Chennai based company specializing in

COMPANY
Lead Management & Sales CRM Software Solution.

15+ Years old, 1000+ customers across many industries.

CLIENTS
Small, medium & large reference customers.

Customization, migration, implementation & integration

SERVICES
services.
Leading Brands Trust Us
Customers by Industry
Customers by Industry
Cratio Solutions
 Demo Objectives
✔Increase Sales TAT ✔Forecast Sales
○ Capture & distribute leads, notify team ○ Forecast expected sales closers/
member, welcome and qualify revenue for next 7 days, 30 days, 90
customers via WhatsApp. days, etc.

✔Manage Leads & Follow up ✔Track Performance

○ Call Performance - No of calls
○ Manage leads - Capture product
dialled/received, connected, hrs spent
interested in, expected close date,
with customers, etc.
expected revenue, lead status.
○ Sales Member - Top performer, Bottom
○ Manage Follow up - Sales reminder
performer.
with due time/date, notes to track
○ Recent closed won, closed lost
commitments, history to track timeline.
opportunities.
.
 Solution Overview
✔Lead Management & Sales CRM
○ Manage Leads, Customers, Sales Follow-ups, and Reminders
○ Automate Lead Capturing, Distribution, and Sales Workflows
○ Native Integration with - FB, Google, IndiaMart, Trade India, JustDial, Sulekha,
[Link], 99acres, and more
○ Access Reports, Dashboards, and 100+ Features
✔WhatsApp Marketing
○ Integrated with Official WhatsApp Business API
○ WhatsApp Campaigns, Drip Sequences, Auto Responder, Chatbot, Shared Team
Inbox, Analytics and more
 Solution Overview
✔Call Tracking & Management
○ Option A: Integrated with Android GSM Phone Dialer
=> Sync All Incoming, Outgoing, and Missed Sales Calls
=> Track No of Calls Dialed, Call Durations, and Sales Team Worked Hours
○ Option B: Integrated with All Leading Cloud Telephony System
1. Exotel 2. My Operators 3. Tata Telephony 4. Ozonotel 5. Knowlarity 6.
Servetel 7. Qikberry
✔Pay After Your Success
○ India's 1st and Only CRM Offer
=> Get One-to-One dedicated experts to consult, customise & implement
the CRM software for your business before paying for subscription
 Cratio
Lead Management & CRM Software
Automatic Lead Capture
Automatic Lead Assignment
CRM Software Web Application
CRM Software Mobile Application
 CRM Data Administration
✔ Administrator
○ Can Add, View, Edit, Delete any record.
○ Having special privilege to access account setup for Import,
Export, Customize, Re-brand the application.

✔ Sales Managers
○ Can Add, View, Edit His/Her Own & Reportees Data.

✔ Sales Representatives
○ Can Add, View, Edit His/Her Own Data Alone.
Overall Sales Performance
Overall Sales Performance
Lead Source wise Opportunity Count
Sales User wise Opportunity Value
Branch/ Territory wise Opportunity Value
Sales User wise Opportunity Details
Sales User wise Lost Opportunities
 Cratio
Sales Team - Call Tracking & Management
Click To Call Android Dialer
 Calls Performance Report
Not Connected Connected Call
Date Employee Name Calls Calls Duration

20-May-2023 Suresh Shamalan 24 15 04h 16m 24s

Aravindh 27 06 03h 56m 14s
Inba 19 03 02h 56m 54s
Ilango 28 18 03h 16m 14s

21-May-2023 Suresh Shamalan 35 13 05h 56m 34s

Aravindh 24 14 04h 36m 54s
Inba 29 12 05h 26m 44s
Ilango 25 19 03h 56m 54s

22-May-2023 Suresh Shamalan 31 21 03h 46m 14s

Aravindh 23 24 04h 56m 24s
Inba 19 07 02h 56m 34s
Ilango 27 10 03h 56m 44s
 Call Details Report
Employee Call Call Call
Date Name Customer Time Type Duration Feedback Call Remarks

20-May Inba Lead: Ruturaj 04:00 PM Outgoing 00h 02m 59s Connected Showed good interest.

Demo scheduled, need to

Lead: Prabhu 03:40 PM Outgoing 00h 01m 06s Connected send the Zoom link

Lead: Aravindh 03:30 PM Outgoing 00h 04m 56s Connected Requested to call later

Lead: Ganesh 03:20 PM Outgoing 00h 12m 36s Connected Direct meeting scheduled.

Number
Lead: Aman 02:20 PM Outgoing 00h 00m 00s Busy Not able to connect

Not
Lead: Vinay 01:20 PM Outgoing 00h 00m 00s Reachable Not able to reach
 Call Status Report
Employee
Date Name NUMBER BUSY NO ANSWER WRONG NUMBER SWITCHED OFF CONNECTED CALL LATER TOTAL CALLS

20-May Suresh 12 08 04 05 23 12 64
Aravindh 10 03 05 12 21 04 54
Inba 05 03 07 12 06 12 45
Ilango 07 06 08 01 12 05 39

21-May Suresh 12 03 05 08 04 06 38
Aravindh 07 08 09 07 06 05 42
Inba 04 03 03 06 03 12 31
Ilango 06 07 08 09 03 02 35
 First Call Tracking Report
Employee Lead Leads Call Done Call Done Call Done Call Done Call Done Not Yet
Name Assigned Date Total <15 Mins <1Hr <4Hrs <24Hrs >24Hrs Called

Suresh
Shamalan 20-May-2023 159 27 59 06 10 18 39

21-May-2023 159 34 58 07 01 03 56

22-May-2023 134 26 48 14 18 02 26

23-May-2023 142 18 39 17 19 04 45

24-May-2023 149 36 28 21 05 03 56

25-May-2023 126 18 35 27 18 05 23

26-May-2023 169 24 12 24 19 45 45

27-May-2023 134 28 36 19 04 26 21

28-May-2023 94 19 27 24 03 04 17

29-May-2023 89 12 29 16 04 13 15

30-May-2023 80 10 18 20 10 08 14
 Cratio
Other CRM Features
100+ Other CRM Features
Ready Made CRM For Your Industry
Customize CRM For Your Business
 Cratio
CRM & Sales Automation Software
Offer
CRM & Sales Automation Software
Quarterly Subscription Annual Subscription

Rs.999 Rs.799
Rs.550 Rs.400
per user per month, per user per month,
paid quarterly paid annually

Save 40% Save 50%

 30 Days Success Offer
Pay for subscription after successful implementation

Rs.999*
One time

*Limited time offer

 30 Days Success Offer Includes
30 Days CRM Subscription
● 30 Days CRM subscription, unlimited users, all features

Welcome, Intro & Discovery Call

● One to one expert consulting to define requirements, setup plan

Personalized 30 days implementation & roll out plan

● Plan with tracker, action items
● Dedicated success manager with direct phone, email support

Software setup, customization & Implementation

● Lead Automation, CRM Customization, Users Setup, Leads Import,
Mobile App (General), Reports Customizations, Administrator
training
 Terms & Conditions
Payment Terms
● 100% Advance paid as per proposal billing cycle
● GST 18% Extra
Customization Charges
● Minor customizations such as field changes, report, alerts, profile
are done FREE of cost
● Advanced software customization charged extra based on time &
efforts
Customer Scope Of Work
● Assign dedicated single point of contact for the project till
implementation completion
● Use Chrome latest browser for accessing Web Application & latest
Android Phones for Mobile Application.
Online Payment Link
● [Link]
● Company PAN : AAFCC2900D, GST: 33AAFCC2900D1ZF
Thank You
ilango
ilango@[Link]
+91-9080014310