Cratio CRM 3.0

Cratio CRM – Mobile Sales CRM for Growing Businesses Cratio CRM helps sales teams manage leads, customers, sales opportunities, calls, follow-ups, and daily sales activities from anywhere. Whether you're in the office, meeting customers, or working in the field, Cratio CRM gives your team instant access to customer information, sales history, and your sales pipeline—helping you respond faster and close more deals. Key Features Lead Management • Capture and organize leads • View complete customer profiles • Search, filter, and update lead information • Track every lead from enquiry to conversion Sales Pipeline • Manage opportunities from one place • Update sales stages on the go • Track deal progress and expected closures • Monitor pipeline performance Follow-ups • Call customers directly from the app • Schedule follow-ups and reminders • Maintain complete customer interaction history Customer Information • Access customer details anytime • Review previous notes, and activities • Prepare for customer meetings with complete context Work from Anywhere Whether you're travelling, visiting customers, or working remotely, Cratio CRM keeps your sales team connected. • Update leads immediately after meetings • Record sales activities in seconds • Complete follow-ups on time • Access customer information instantly • Collaborate using real-time data Real-Time Notifications Stay informed with instant notifications for: • New lead assignments • Lead reassignments • Follow-up reminders • Task reminders • Important sales updates Built for Modern Sales Teams Cratio CRM is designed for businesses that rely on structured sales processes and efficient customer management. Ideal for: • Sales Teams • Telecalling Teams • Field Sales Executives • Sales Managers • Business Owners Trusted across industries including Manufacturing, Real Estate, Education, Financial Services, Healthcare, IT & Software, Agencies, Service Businesses, and Distribution. Secure & Reliable Your data is securely synchronized between Cratio CRM Web and the mobile app, ensuring your team always has access to the latest customer information. Previously viewed information remains available even when internet connectivity is temporarily unavailable. Changes are automatically synchronized once you're back online. Getting Started Cratio CRM for iPhone is designed for existing Cratio CRM customers. Simply sign in with your Cratio CRM account to access your leads, customer information, sales activities, and sales pipeline from anywhere. New to Cratio? Start your trial at www.cratio.com and sign in using your account credentials. Take your sales wherever you go with Cratio CRM—the complete mobile CRM for managing leads, customers, follow-ups, and sales opportunities.