Every deal. Every stage. Visible.
The whole pipeline on one board. What's closing this month, in five seconds. Every loss labelled with a reason — not just 'lost'.
Trusted by 1,000+ Indian SMBs
Why it matters
Most teams lose deals they never knew were dying. Cratio shows you where the leak is before the quarter ends.
Know what's closing this month without asking
Open the revenue grid. See every owner, every week, every ₹. No status call, no spreadsheet export, no 'let me get back to you.'
Catch deals before they go cold
Hot leads, overdue follow-ups, and no-contact 7+ days sit on the board the moment you log in. No rule to build, no saved view to remember.
Carries a reason — not just 'lost'
Mandatory close fields on Won/Lost mean every closed deal leaves a story — price, competitor, timing, budget. The 'lost — unknown' bucket disappears.
Pipeline templates, in the box.
Pick the flow that matches your business. Customise stages later, in minutes.
How the Cratio pipeline works
See deals, track progress, forecast revenue, and find leaks — all in one place.
See every deal without asking your reps
Your full pipeline on one board — no chasing updates, no status calls.
- Drag deals between stages — fast on desktop, smooth on mobile
- Pre-built segments: Hot leads, overdue follow-ups, no-contact, high-value
- Each card shows value, owner, last activity, and source
- Bulk actions to move or assign multiple deals at once
No more 'what's the status?' calls.
Make your sales process the system
Set up your pipeline once — your team follows it automatically.
- Create and reorder stages to match your sales flow
- Set win probability per stage for accurate forecasts
- Pre-defined loss reasons with the option to customise
- Mandatory fields on close — no incomplete data
Your process stays consistent across the team.
Know what's closing — by rep and by time
See expected revenue by week or month, broken down by owner.
- Weekly and monthly forecast view
- Owner-wise breakdown to spot gaps early
- Deal count and ₹ value shown together
- Updates instantly as deals move
From guesswork to clear visibility in seconds.
Find where deals are dropping — and fix it
See exactly where deals slow down or get lost.
- Stage-wise conversion and drop-offs
- Loss reason breakdown with impact
- Filter by rep, source, or time period
- Track patterns to improve conversion
Turn losses into clear insights, not assumptions.
Our B2B sales cycle is six stages and three months long. Cratio's Kanban board shows me where every deal sits, the forecast view rolls it up by month, and the stage-aging filter flags the ones nobody's touched in two weeks. I run my Tuesday review off this board now.
Sales pipeline — common questions
Never miss a sales lead again.
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