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Description
The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.
Description
Launch your online business without the need to hire copywriters, web developers, designers, or system integrators! Effortlessly sell your products or services using our elegant and secure checkout forms that accept both credit card and PayPal payments. Our incredible drag-and-drop page builder comes equipped with hundreds of professionally crafted templates to choose from, offering you ultimate flexibility while ensuring your site is fully optimized for mobile devices. You can easily construct and maintain a comprehensive database of leads, prospects, and customers, organizing them into themed groups through lists and custom tags. Design a multi-page funnel that effectively transforms visitors into leads, converts leads into customers, and nurtures customers into repeat clients! Furthermore, you can create both live and automated email/SMS marketing campaigns to foster communication and deepen engagement with your audience. Plus, our expertly designed membership portal builder allows you to seamlessly deliver your content, courses, or training materials, enhancing the overall user experience. This comprehensive toolkit empowers you to take full control of your online presence and business growth.
API Access
Has API
No
API Access
Has API
No
Integrations
AccessOwl
No
Agolix by Assessment Generator
No
Axis LMS
No
Common Ninja
No
Deadline Funnel
No
Google Calendar
No
Group Leads
No
Growbo
No
Mailgun
No
PayPal
No
Integrations
AccessOwl
Yes
Agolix by Assessment Generator
Yes
Axis LMS
Yes
Common Ninja
Yes
Deadline Funnel
Yes
Google Calendar
Yes
Group Leads
Yes
Growbo
Yes
Mailgun
Yes
PayPal
Yes
Pricing Details
$5 per month
Free Trial
Yes
Free Version
No
Pricing Details
$99 per month
Or $79 per month if billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
Genesis Digital
Founded
2013
Country
United States
Website
kartra.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
Affiliate
Affiliate Management
Yes
Affiliate Tracking
Yes
Banner Management
No
Commission Management
Yes
Contest Management
No
Coupon Management
No
Email / Newsletter Communication
No
Fraud Detection
No
Multi Level Marketing (MLM)
No
Multi-Language
No
Social Sharing
No
eCommerce
CRM
Yes
Catalog Management
No
Channel Management
No
Customer Accounts
No
Data Security
Yes
Email Marketing
Yes
Inventory Management
No
Kitting
No
Loyalty Program
No
Mobile Access
Yes
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
Yes
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
Yes
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
No
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Landing Page
A/B Testing
Yes
Analytics
Yes
Drag & Drop
Yes
Form Creation
Yes
Real Time Editing
Yes
Responsive
Yes
SEO Management
Yes
Templates
Yes
Lead Generation
Contact Discovery
No
Contact Import/Export
Yes
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
Yes
Lead Nurturing
A/B Testing
Yes
Campaign Management
Yes
Drip Campaigns
Yes
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
No
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
No
Search Marketing
No
Segmentation
Yes
Social Marketing
No
Website Visitor Tracking
Yes
Online Course Platforms
Course Authoring Tools
No
Different Payment Options
No
Email Marketing
No
Landing Pages
No
Live Video Broadcasting
No
Marketing Automation
No
One on One Video Conferencing
No
Promotions Management
No
Quiz / Test / Exam Builder
No
Reporting / Analytics
No
Subscription Management
No
Supports Multiple Instructors
No
Supports Video Uploads
No
Website Builder
No
Shopping Cart
Abandoned Cart Saver
Yes
Catalog Management
No
Credit Card Processing
Yes
Discount / Coupon Management
Yes
Inventory Control
No
Product Configurator
Yes
Product Ratings / Reviews
No
Refund Management
Yes
Returns Management
No
Shipping Management
No
Tax Management
Yes
