Feature · Workflow automation

One workflow. CRM, call, and WhatsApp — on the same engine.

Trigger on a portal lead, a missed call, or a WhatsApp reply. Act by routing a rep, dialing a number, or sending a template. The only CRM automation engine that spans all three channels.

Routing rules · No-code
IFnew lead
Source = IndiaMART→ Team A
Source = Facebook Ads→ Team B
Budget ≥ ₹1Cr→ Senior reps
City = Mumbai · Site visit→ Field team
Else→ Round-robin pool

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.

Outcome
3 channels

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.

Outcome
0 missed

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.

Outcome
47% faster

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

A no-code builder, triad-spanning triggers and actions, and a prebuilt library for the workflows Indian SMB teams run every day.

01 · Capability

Visual builder · No code

Drag triggers, conditions, and actions onto a canvas. Branch on any lead field, source, or behaviour. Changes go live the moment you save.

  • If / then / else branching with unlimited conditions per rule
  • Triggers and actions in plain English — no script, no developer
  • Every workflow shows a live run log — see exactly what fired and when

Built for ops managers, not integration engineers

Routing rules · No-code
IFnew lead
Source = IndiaMART→ Team A
Source = Facebook Ads→ Team B
Budget ≥ ₹1Cr→ Senior reps
City = Mumbai · Site visit→ Field team
Else→ Round-robin pool
02 · Capability

Triggers across CRM, call, and WhatsApp

Start a workflow on any signal — not just a stage change. A missed call, a WhatsApp reply, or an IndiaMART lead all count as triggers.

  • Portal lead received — IndiaMART, 99acres, JustDial, MagicBricks, Facebook, and more
  • Call disposition — No Answer, Not Interested, Call Back, Interested
  • WhatsApp reply received, or no reply in X minutes
  • CRM events — stage change, field update, task overdue, lead re-routed

Read signals from every channel, not just CRM clicks

Live routing · 0.8s avg
New lead · IndiaMART
Ravi S. · 2BHK, HSR
Round-robin · Active
RM
Rahul M.
Available
AK
Aisha K.
On call
DR
Deepak R.
Available
NV
Neha V.
At cap · 42/40
03 · Capability

Actions across every tool your team already uses

Assign a rep, dial a number on the mobile app, send a WhatsApp template, update a field, notify a manager — all as native workflow steps.

  • Route to a rep using any Lead Distribution rule — round-robin, weighted, territory
  • Send a WhatsApp template message from the workflow, no separate campaign tool
  • Push a dial task to the mobile app — the rep taps once, call is logged
  • Escalate to a manager if SLA breaches, with the full context attached

Write back to every channel the trigger came from

Pipeline · This week
New42
Ravi S.
Aisha M.
Kunal D.
Qualified28
Priya N.
Arjun V.
Demo14
Simran K.
Won3
Rohit S.
04 · Capability

Prebuilt library + SLA timers

Start from templates built for Indian sales: portal-lead response, missed-call WhatsApp follow-up, loan inquiry assignment, property site-visit scheduler. Every workflow carries an SLA.

  • Prebuilt templates for real estate, education, financial services
  • Per-step SLA timers — if a step stalls, the escalation fires
  • Manager alerts when SLA breaches, with lead context attached

Clone a template, change the numbers, go live in an afternoon

SLA timer · Rep inactivity
15:00
until SLA
0 minLead assigned
5 minFirst call
15 minSLA reminder
30 minRe-route
CUSTOMER STORY
"

We had three tools — CRM for leads, a dialer for calls, and a WhatsApp sender. Now it's one workflow. A portal lead comes in, the rep's phone rings, and if they don't pick up, a WhatsApp intro sends on its own. Nothing slips through.

HS
Maanav R. · Sales ops · Education · Bengaluru
RESULTS
channels on one engine
3
missed follow-ups past SLA
0
faster first response
47%
FAQ

Workflow automation — common questions

Can't find your answer? Write to us at hello@cratio.co.

CRM events (stage change, field update, new lead), call events from the mobile dialer (No Answer, Not Interested, Call Back), WhatsApp Inbox events (reply received, no reply in X minutes), and portal events (IndiaMART lead, 99acres enquiry, Facebook Lead Ads submission). No other CRM spans all three channels on one engine.

Never miss a
sales lead again.

Automate. Track. Close. One platform, three capabilities. Pay after go-live.

Book a demo