Why it matters
Most CRMs automate CRM events only. Cratio's engine reads from calls and WhatsApp too — so the rule you set actually runs end to end.
One flow, not three disconnected tools
A single rule can trigger on a WhatsApp reply, fire a call task, and log the outcome back to the CRM. No Zapier chain, no paid middleware.
Follow-ups past SLA
Every workflow carries an SLA. If a rep doesn't act in time, the lead re-routes, the manager gets notified, and the backup action runs.
First response on every lead
A portal lead triggers the workflow the second it arrives — assignment, dial task, and WhatsApp intro all fire before the rep opens their laptop.
How Cratio automates sales work
Real workflows your team runs every day — from first lead to closing and follow-ups.
Act instantly when a new lead comes in
Respond, assign, and prioritize leads the moment they arrive — before the rep even opens their laptop.
- Auto-assign leads from IndiaMART, JustDial, 99acres, Facebook Lead Ads, and more
- Instant WhatsApp welcome message via approved template
- Fast-track high-value or high-score leads to senior reps
- First-response SLA timer on every new lead
A portal lead lands and the welcome fires before the rep sees the notification
Filter and nurture the right leads
Focus your team on leads that matter while everyone else is nurtured automatically — no rep time wasted on cold inquiries.
- Auto-qualify by source, lead score, deal value, or any field
- Score and prioritize high-intent leads on the dashboard
- Trigger nurture sequences on WhatsApp + email automatically
- Branch by Yes/No conditions — different paths for different leads
If / then / else branching with unlimited conditions per rule
Keep deals moving without manual tracking
Detect delays and act before deals go cold. Every step has an SLA — if it stalls, the workflow escalates.
- Notify managers when high-value deals stall in a stage
- Daily follow-up reminders for reps via mobile app
- Per-step SLA timers — escalation fires the moment one breaches
- Dial-task push to the rep's phone — one tap, call logged
Manager gets the alert; reassignment stays manual — Cratio doesn't auto-move work
Bring back lost and ignored leads
Recover missed opportunities and keep the pipeline clean. Inactive leads, unassigned leads, and lost deals all have a workflow.
- Re-engage inactive or cold leads with a fresh WhatsApp template
- Alert on unassigned, ignored, or stuck leads
- Auto-tag dead leads with reason — feedback loop for sales reviews
- Prebuilt templates for real estate, education, financial services
Clone a template, change the numbers, go live in an afternoon
Workflow automation — common questions
Can't find your answer? Write to us at hello@cratio.co.