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Average Ratings 0 Ratings
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
Introducing a straightforward application designed to help you monitor your telecalling efforts and enhance your team's productivity. All your callers require is a smartphone and a SIM card, regardless of whether they operate from home or the office. The app allows you to assign leads and track their performance as if they were right beside you! You can conveniently import leads from a CSV file or gather them from various platforms like your website, Sulekha, Magicbricks, IndiaProperty, 99Acres, and Facebook. Our web application enables you to upload and assign leads seamlessly in one go. You have the flexibility to distribute these leads evenly or customize the allocation as per your preference. With our smart dialer, your callers can navigate their daily calls with ease. When a prospect shows interest, RoloCRM provides robust tools to help you schedule appointments, monitor follow-ups, and send reminders, covering all aspects necessary to effectively manage a lead and drive it to closure. This comprehensive solution ensures that you stay organized and in control of your telecalling initiatives.
API Access
Has API
No
API Access
Has API
No
Integrations
Facebook
No
Freshsales
No
Google Calendar
No
Google Cloud Platform
No
Google Drive
No
HubSpot CRM
No
HubSpot Customer Platform
No
MyOperator
No
Twilio
No
Zoho CRM
No
Integrations
Facebook
Yes
Freshsales
Yes
Google Calendar
Yes
Google Cloud Platform
Yes
Google Drive
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
MyOperator
Yes
Twilio
Yes
Zoho CRM
Yes
Pricing Details
$5 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
Netmine Mobile Innovations
Founded
2018
Website
rolocrm.in/
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
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Telemarketing
Auto Dialer
No
CRM
No
Call Logging
No
Call Recording
No
Call Routing
No
Call Scripting
No
IVR / Voice Recognition
No
Inbound Call Center
No
Lead Distribution
No
Outbound Call Center
No