READY TO USE FOR YOUR INDUSTRY · Live in 7 days

One CRM engine.Built for your industry.

Real estate, education, financial services, call centers — each runs differently. Cratio comes pre-configured with the forms, workflows, and reports your team already needs.

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1,000+ Indian companies · 15+ years building CRM in India · Live in 7 days
01
Real estate
Site-visit board
99acres · MagicBricks · NoBroker
Open
02
Education & coaching
Counsellor pipeline
Parent + student WhatsApp drips
Open
03
Financial services
Loan · insurance · broking
Segmented playbooks, one team
Open
04
Call centers
Dialer + CRM in one
Knowlarity · Ozonetel · Exotel
Open

1,000+ Indian teams across real estate, coaching, lending and BPO.

One engine. Four playbooks. Same 7-day go-live.

Tata
Godrej
Master Trust
Edelweiss
Shubham
Tata BlueScope
Augmont
GT Holidays
Doctor Mantra
IES
Job Factory
Izee Manpower
Tata
Godrej
Master Trust
Edelweiss
Shubham
Tata BlueScope
Augmont
GT Holidays
Doctor Mantra
IES
Job Factory
Izee Manpower
PICK YOUR INDUSTRY

Built for your industry, ready to use.

Each card is a starting point — pre-configured forms, workflows, and reports for how your team actually sells.

Real Estate CRM

Site visits missed, broker follow-ups delayed — deals slow down.

BAKED IN
  • 99acres, MagicBricks, NoBroker auto-sync
  • Site visit scheduling with reminders
  • Broker tracking and RERA-ready reports
See Real Estate CRM

Education & Coaching CRM

Enquiries pile up, follow-ups slip, parents drop off.

BAKED IN
  • Admission-stage pipeline
  • Parent + student follow-ups on WhatsApp
  • Counsellor-wise workload and SLAs
See Education CRM

Financial Services CRM

Leads, documents, and renewals — all in different places.

BAKED IN
  • Separate flows for loans, insurance, and broking
  • KYC and document tracking
  • Renewal reminders and follow-ups
See Financial Services CRM

Call Center CRM

High call volume, but no clear tracking or follow-up flow.

BAKED IN
  • Dialer integration and call tracking
  • Disposition-based follow-ups
  • Agent performance and shift reports
See Call Center CRM
The path in

Pick. Adjust. Go live.

Start with your industry setup, tweak what you need, and start using it in days — not weeks.

01

Pick

Choose your industry setup

Pre-built with forms, workflows, and reports already aligned to your business.

02

Adjust

Make it your own

Edit fields, stages, workflows, and rules — no developers needed.

03

Go live

Start using with your team

Import your data, connect channels, and get your team onboarded quickly.

THE ENGINE

Same system. Configured for your workflow.

Every setup comes ready with what your team needs — so you don't start from scratch.

Industry forms

Fields and forms built for your use case — no generic templates. Capture the right data from day one.

Custom fields

Add or edit fields based on how your team works. Adapt the system to your process — not the other way around.

Saved views & filters

Pre-built views for reps and managers — no setup needed. Each role lands on the screen that matters to them.

Prebuilt workflows

Follow-ups, reminders, and routing already configured. Set rules once, let the system handle the daily grind.

Industry reports

Conversion, pipeline, and team performance — ready to use. Track what matters to your business from day one.

Role-based dashboards

Each team sees what they need. Managers, owners, and reps get their own view — no clutter, no scroll fatigue.

Proof

Numbers after the first 60 days.

Averages across onboarded Indian SMB cohorts in FY26.

0%
faster lead response
median · onboarded cohorts
0.0×
more connected calls
per telecaller per day
0%
lift in WhatsApp close-rate
drip + official API
0
missed follow-ups
SLA escalations on autopilot
CUSTOMER STORY · REAL ESTATE, CHENNAI
"

We handle 99acres and MagicBricks site-visit leads. Every lead gets called within minutes now. Mobile call tracking means I actually know who's following up — and who isn't.

KS
Karthik S.
Sales operations lead · Chennai
RESULTS · FIRST 90 DAYS
First-call response
< 8 minwas 4 hrs
Connected calls / rep / day
38was 12
Reactivated leads / month
1,400+via drip

Not exactly your industry?

If your workflow is similar, Cratio can still fit. We'll map your pipeline and show you how it works before you decide.

Book a 30-minute fit call
Also running on Cratio
TravelHealthcareLegalHome servicesCoworkingInterior design
FAQ

Questions teams ask before picking a playbook

Still stuck? Write to support@cratio.com or book a 20-minute walkthrough.

Yes. You can modify your setup anytime or run multiple pipelines within the same workspace.

Pick your industry. Go live in 7 days.

Your forms, fields, workflows and reports — already wired. Your India CS team — already waiting.

Book a demo