Why follow-up speed decides the deal
Most leads go cold not because the product is wrong — because the follow-up was late.
Overdue work can't hide
Overdue tasks go red across the calendar, task lists, and dashboard. The Action Center surfaces at-risk leads every day until someone acts.
Managers see who's behind, not just that someone is
The owner-level summary strip names every rep with overdue work in one row. No guessing, no 'let me check the sheet.'
Every call, meeting, and demo — captured before it walks out the door
Seven task types cover every conversation your team actually has. Due date, priority, reminder, and lead context — all set from the lead card in one click.
How Cratio makes follow-ups stick
Four layers — from task creation to manager scorecard.
Every conversation captured without breaking context
Create a task from any lead card without opening a new tab. Call, meeting, email, demo, task, note, or follow-up — each with due date, priority, reminder, and the lead context already attached.
- Seven task types covering every sales conversation — Call, Meeting, Email, Demo, Task, Note, Follow-up
- Assign to self or any teammate — due date, priority, description, and lead context in one modal
- Reminder presets — 15 min, 30 min, 1 hr, 2 hr, or a time you pick
- One-click creation from any lead card — no copy-pasting, no tab-switching
Used by telecaller teams handling 50–200 conversations a day across BFSI, real estate, and ed-tech
Your team's day, week, and month — on one calendar
Switch between daily, weekly, and monthly views. Colour-coded by task type — calls, meetings, and demos stand out at a glance.
- Daily / weekly / monthly views — switch with one click
- Colour-coded by task type — spot calls vs meetings vs demos instantly, no reading labels
- Drag-drop reschedule — move tasks by dragging, no re-opening modals
- Team filter — managers see the full team calendar; reps see their own by default
The calendar your telecaller team will actually open every morning
Overdue work, surfaced until it's done
Red highlights across every surface. The Action Center — Cratio's named daily artifact — surfaces aging leads and overdue tasks so nothing sits quietly forgotten. Managers see every rep's overdue count by name in one strip.
- Overdue tasks in red — across the calendar, task lists, and dashboards
- Daily Action Center — aging leads and overdue tasks resurface every morning until closed
- Owner-level summary strip — managers see every rep's overdue count, by name, in one row
- Activity timeline on every lead — calls, WhatsApp, status changes, notes, and tasks in one chronological feed
Managers reassign manually or in bulk — Cratio doesn't auto-move work without your oversight
Accountability in the open — per rep, rolled up for the team
Tasks done today, overdue count, average response time, completion rate. Per telecaller and rolled up for the team. No more monthly scorecards built from screenshots.
- Tasks done today — per telecaller and per team, updated live
- Overdue count — live view of who's running behind and by how much
- Avg response time — how fast each rep acts on a new lead
- Completion rate — percentage of tasks closed on time, per rep
- Manager scorecard — roll-up across the full team in one view
See the full analytics stack → /features/analytics
Follow-ups & tasks — common questions
Can't find your answer? Write to us at hello@cratio.co.