Do I need cloud telephony to track calls?

No. You can track and record calls using your team's existing Android phones. If you already use Exotel or Knowlarity, you can continue using them as well.

Can I run WhatsApp campaigns from Cratio?

Yes. You can send broadcasts, automate follow-ups, and manage conversations — all from one place using official WhatsApp APIs.

What happens to our data if we cancel?

Your data belongs to you. You can export all leads, contacts, call logs, and notes as CSV before you leave. No exit fees, no lock-in.

Where is my data stored?

Your data is securely hosted on AWS servers in Mumbai, India. This ensures fast performance and compliance with local data requirements.

SALES CRM · Live in 7 Days

India's Lead Engagement CRM.

Capture leads from every source. Call instantly from your phone. Follow up and close on WhatsApp — all in one platform, no add-ons.

Book a demo

Trusted by 1,000+ sales teams across India · 15+ years building for Indian businesses

Sales pipeline · Bengaluru

LIVE

₹18,42,500

+23% WoW

New42

Qualified28

Demo booked14

Quote sent9

Closed won3

9:41●●● 4G

OUTGOING · RECORDING

Priya Sharma

99acres lead

02:14

Mute

Note

Hold

SYNCING TO CRM · AUTO-DISPOSITION

WhatsApp sequence

3 of 3 sent

DAY 0

Welcome — template

Read · 2 min

DAY 1

Follow-up nudge

Replied · 5h

DAY 3

Offer — close

Read · just now

LIVE · 247 reps online

Trusted by 1,000+ sales teams across India

Real estate · Education · Financial services · Agencies · Manufacturing

THE PROBLEM

Leads are leaking. Every week. From every side.

Four places your sales team quietly loses revenue — until Cratio closes each one.

₹2.4 L

average deal value lost when leads sit unactioned for 24+ hours, per 10-person team per month

Leads die in spreadsheets.

Inbound from IndiaMART, JustDial, Facebook and website forms — half never reach the rep who should call them.

Managers can't see the pipeline.

Deal status lives in reps' heads. Monday review is the first time anyone knows the truth.

Follow-ups die after one attempt.

Most deals need five touches. Most reps stop after one. Hot leads go cold inside 24 hours.

Calls and WhatsApp live outside the CRM.

Reps chat on personal WhatsApp. Calls happen on personal SIMs. None of it is logged, coached, or searchable.

WHAT'S INSIDE

Everything Indian sales teams need — in one CRM.

Six capabilities that ship together. No add-ons, no separate dialer, no third-party WhatsApp tool, no Zapier middleware.

Multi-source lead capture

Native to 8+ Indian portals — IndiaMART, JustDial, 99acres, MagicBricks, Housing, TradeIndia, Facebook Lead Ads and your website forms.

Auto-distribution rules

Round-robin, weighted, by territory, by product or by skill. Override for VIP leads. Off-duty reps skipped automatically.

Reminders & escalation

Push reminders nudge reps before a lead goes cold. SLA timers escalate to managers when nobody attends in time.

Sales pipeline & deals

Kanban, list and calendar views — switch without re-setup. Custom fields, tags, age-in-stage and bulk actions included.

Workflows & automation

Visual builder with 30+ prebuilt templates. WhatsApp drips, email cadences, task reminders and stage-triggered actions.

Reports & pivot designer

Sales, telecaller and manager dashboards, plus a custom pivot builder. Export to Excel, Sheets and BI tools.

Deep where it matters.

Capture → Assign → Call → Follow-up — fully connected

01 · LEAD CAPTURE

Capture every lead instantly.

Native integrations with the portals your buyers use. Leads land in seconds — no middleware, no hacks.

8+ Indian portals connected directly: IndiaMART, JustDial, 99acres, MagicBricks, Housing, TradeIndia, Facebook, your website
Auto de-duplication merges repeat enquiries
Extend via Zapier, Make, Pabbly, n8n, or webhook
Go live in hours, not weeks

Every portal · One inbox

IndiaMART

99acres

JustDial

MagicBricks

Facebook

Cratio CRM · Unified feed

147 leads today · 0 duplicates

SYNCED

02 · LEAD DISTRIBUTION

Route every lead to the right rep.

Assign by source, product, or zone. Distribute instantly — no manual effort.

Round-robin distribution for fair allocation
Rule-based routing by source, product, or geography
Auto escalation when leads aren't acted on
Instant notifications so team respond faster

Weighted · closer share

Priya N.

Top closer

50%

Arjun V.

Senior rep

30%

Simran K.

Junior rep

20%

Weight · Last 100 leads

03 · CALLING & CONVERSATIONS

Run sales from your team's phone.

Turn Android devices into a tracked calling system. Every call is logged automatically.

SIM call auto-log with duration, disposition, and recording
One-tap WhatsApp from lead record
Offline — works even with patchy signal
Optional cloud telephony integration

Call Logs · Today

Arjun Sharma

Sales Rep · Mumbai

38

Calls

1h 42m

Talk

Ravi Krishnan

99acres · Site visit

4:12

Just now

Priya Nair

IndiaMART · Quote

2:47

11:42 AM

Aditya Kapoor

Facebook · Demo

—

11:18 AM

Meera Iyer

Website · Enquiry

6:38

10:54 AM

Suresh Patel

JustDial · RFQ

3:21

10:32 AM

Auto-logged from SIM

04 · FOLLOW-UP AUTOMATION

Follow-ups, on autopilot.

Visual workflows trigger messages, reminders, and escalations — no dev work needed.

WhatsApp + email sequences on stage or SLA triggers
Rep reminders before leads cool off
Manager alerts if no action is taken
Auto-pause workflows when a lead responds

Follow-up workflow · Auto

Day 0 · WhatsApp

Welcome on WhatsApp

Approved template fires within 60s of lead capture.

Day 1 · Push reminder

Reminder to rep

Push notification + task on the rep's mobile if no reply yet.

Day 3 · Manager alert

Manager alert

SLA breach escalates to the rep's manager — auto-tagged HOT.

Day 5 · Re-assign

Re-assign or close

Workflow reassigns to backup rep or marks dead with reason.

LEAD MANAGEMENT

Manage leads. Move faster. Close more.

A complete lead management cycle — capture, engage and convert leads into loyal customers. One platform, six stages, every step instrumented.

Capture leads

Capture leads from every Indian portal in real-time.

Assign & distribute

Smart distribution to the right sales reps or teams.

Engage instantly

Engage leads via WhatsApp, calls, and email instantly.

Track & follow-up

Track every interaction and automate follow-ups to stay connected.

Pipeline visibility

Get complete visibility of leads across pipelines and stages.

Analyze & optimize

Analyze performance and optimize your lead management process.

30+

Sources

India-ready integrations

Manual Work

no sheets, no imports

< 1.3s

Routing

instant lead assignment

100%

Sync

one pipeline, one truth

Proof

Results in the first 60 days

What Indian SMB teams typically see after onboarding.

faster lead response

median, onboarded cohorts

0.0×

more connected calls

per telecaller per day

lift in close rate

via WhatsApp drips

CUSTOMER STORY · INTERIORS, VADODARA

We sell project interiors across four cities. Cratio gave us one pipeline with custom stages for site survey, design lock and material order — and the mobile app means our reps update from the showroom floor, not back at the desk at 8 p.m. Manager reports finally match what we actually closed.

Meera Iyer · VP Sales · Greendot Interiors, Vadodara

RESULTS

87%Pipeline updates from mobile

−41%Lost-lead leakage

−68%Manager-report time

FAQ

Sales CRM — common questions

Yes. You can upload leads via Excel/CSV or migrate from your existing CRM. Our team helps you get started without losing any data.

Explore more of Cratio

SEE IT IN ACTION

Never miss a sales lead again.

Automate. Track. Close. One platform for complete Sales Automation.

Book a demo See pricing

Personalized demo for your sales process