Why it matters
Most teams lose deals they never knew were dying. Cratio shows you where the leak is before the quarter ends.
Know what's closing this month without asking
Open the revenue grid. See every owner, every week, every ₹. No status call, no spreadsheet export, no 'let me get back to you.'
Catch deals before they go cold
Hot Leads, Overdue Follow-ups, and No-Contact 7+ days sit on the board the moment you log in. No rule to build, no saved view to remember.
Every loss carries a reason — not 'lost'
Mandatory close fields on Won/Lost mean every lost deal leaves a story — price, competitor, timing, budget. The 'lost — unknown' bucket disappears.
How the Cratio pipeline works
Four views of your pipeline — drag deals, set your process, forecast the quarter, and find the leak.
See every deal without asking your reps
A visual board, five preset segments out of the box, and a card that shows everything you'd otherwise Slack your rep for — deal value, owner, last touched, lead source.
- Drag deals between stages — fast on desktop, smooth on mobile
- Five preset segments live on day one: Hot Leads, Overdue Follow-ups, No-Contact 7+ days, High-Value ₹5L+, My Team
- Every card shows deal value, owner, close date, and source — no drill-down to read the pipeline
- Bulk-move, bulk-assign, bulk-delete up to 50 deals in a click
The Monday 'where are we on this?' call, answered before you make it
Make your sales process the system
Stages, colours, probabilities, and close fields — configured until the board mirrors exactly how your team sells. The probabilities you set feed straight into the forecast.
- Create, rename, colour-code, and reorder stages — changes take effect immediately
- Set a win probability % per stage — the revenue grid updates automatically
- Seven default loss reasons: Price, Competitor, Budget, Timing, No Response, Requirements, Other — fully customisable
- Mandatory close fields on Won/Lost — date, reason, and remarks required before a deal closes
Mandatory close fields end the 'lost — unknown' bucket that hides the real coaching problem
What's closing this month, by owner
A grid of reps down the side, weeks or months across the top, deal count and ₹ in every cell. Close-date based. Updates the moment a deal moves.
- Weekly view — current week plus five weeks ahead
- Monthly view — current month plus five months ahead
- Owner-wise breakdown — spot the rep thin for next month before it arrives
- Every cell shows deal count and weighted ₹ side by side — no export, no pivot
"What are we closing this month?" goes from a 30-minute status call to a 5-second glance
Find the leak in your funnel. Plug it.
5-stage funnel from new lead to closed-won. Drop-off % per stage shows exactly where deals die. Loss reason analysis shows which reasons are costing you the most ₹.
- Drop-off % per stage — see the conversion rate between every adjacent stage pair
- Loss reason breakdown — which reason appears most, and what's the total ₹ at stake
- Filter by owner, source, and date — drill into the patterns that matter
- Won deal capture — date, remarks, and value all logged automatically on close
Turns anecdote ('we lost on price') into data ('Price accounts for 40% of lost ₹ this quarter')
Sales pipeline — common questions
Can't find your answer? Write to us at hello@cratio.co.