Cratio CRM Software

Cratio CRM Software is a mobile CRM application to manage Sales, Service teams.

Cratio CRM Software is a mobile CRM application for managing Sales, Service teams. You can use the application in Offline without internet connection and the application seamlessly synchronize your business data when going online.

With Mobile Sales Force Automation Features your sales team can manage sales Leads, Customer contacts on the move. Mobile Field Service Features helps your service team to access support tickets and provide work updates.

The software has the following Modules

Sales

» Sales Lead

» Quotes

» Tasks, Calendar

» Orders

Orders

» Invoices with Due

» Payments

Customers

» Customers

» Contacts

» All Customer Activities

Support

» Support Tickets

» Service Contracts

» Service Staff Scheduling

Mobile CRM

» Daily Plan

» GPS Time, Locations

» Mobile Maps & Contacts

Customization

» Customization of Fields, Picklists

» Report Builder with unlimited reports

» Workflow Alerts with Email, SMS

» API for 3rd party Integration

The following are the important product features

Mobile Features:

* Daily Task View with One click updates

* Works Offline Without Data Connectivity

* Task updates with Onclick Status Updates

* Call, Email, SMS Customers from within the app

* Mobile Maps for Live direction assistance of client locations

Web Features:

* Customer Masters with multiple contacts, locations

* Visual Drag & Drop Task Scheduler

* Task Calendar for Weekly, Monthly tasks

* Map View for Field staff location view

* Dashboards, Reports for Analytics

* Form, Report Customization

Getting Started:

* Download Apps from Google Play

* Signup your account from http://www.cratiocrmsoftware.com/signup/

* Login your account from http://www.cratiocrmsoftware.com/login/

* Assign Task from web and get notification with Task on mobile

* Visit Support page for more help, videos