INDUSTRY CRMS · Live in 7 days · Pro ₹599/user

One CRM engine.Four industry playbooks, baked in.

Real-estate brokers, admissions counsellors, loan officers and 500-agent call centers don't want the same CRM — so we don't ship it. Forms, fields, filters, workflows and reports are already wired for yours.

500+ Indian SMBs · 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

500+ 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
THE ENGINE

Same engine. Different playbook per industry.

Every Cratio workspace ships with the six things your industry would otherwise ask a developer to build. Pick your industry, and the defaults land already wired.

Industry forms

Capture forms with the fields your industry actually asks — RERA for real estate, course interest for coaching, KYC for lending.

Custom fields

Dropdowns, pickers and multi-selects preloaded with the values your team uses on day one — not generic 'Other' catch-alls.

Saved views & filters

Per-role saved views: counsellor, site-visit coordinator, loan officer, floor supervisor. No one starts from an empty inbox.

Prebuilt workflows

SLA reminders, drip campaigns, renewal triggers, disposition-to-task rules — already configured for your motion.

Industry reports

Reports your MIS head asks for, not a blank report-builder. Source-wise funnel, agent-wise KPI, campaign ROI, all preloaded.

Role-based dashboards

Owner sees pipeline and closures. Manager sees team load. Rep sees today's calls. Each role, their own screen.

PICK YOUR INDUSTRY

Four industries. Four playbooks. Same 7-day go-live.

Click into any one. You'll land on a page that already knows your lead sources, your workflow, your reports.

Real Estate CRM

Site visits forgotten, leads go cold between calls, broker hand-offs lose context.

BAKED IN
  • 99acres · MagicBricks · NoBroker autosync
  • Site-visit scheduler with calendar and reminders
  • RERA-ready fields and broker-wise reports
See Real Estate CRM

Education & Coaching CRM

Counsellors juggle 80+ enquiries a day — hot ones slip, parents aren't looped in.

BAKED IN
  • Course-wise pipeline, admission-stage gating
  • Parent + student WhatsApp drips, consent-tracked
  • Counsellor load balancer and follow-up SLAs
See Education CRM

Financial Services CRM

Lending, insurance and broking run three different workflows — one team, one license.

BAKED IN
  • Segmented playbooks: lending · insurance · broking
  • KYC checklist and document-stage pipeline
  • Policy and loan renewal reminders, auto-triggered
See Financial Services CRM

Call Centers CRM

200 calls a day. The dialer and the CRM don't talk. Dispositions don't trigger anything.

BAKED IN
  • Knowlarity · Ozonetel · Exotel · MyOperator dialer
  • Disposition-to-workflow triggers, zero manual steps
  • Agent, shift and campaign reports out of the box
See Call Centers CRM
The path in

Pick. Tweak. Launch.

Pick your industry → adjust what you need in 30 minutes → go live in 7 days. No developers, no long implementations.

01

Pick

Pick your industry playbook

Real estate, education, financial services or call centers. The workspace lands with forms, fields, workflows and reports already wired for that motion.

02

Tweak

Adjust in 30 minutes, no developers

Drag a field, rename a stage, add a workflow trigger. Everything is zero-code. Your admin does it — we hold their hand if they want.

03

Launch

Go live in 7 days flat

Our India CS team migrates your spreadsheet or legacy CRM, connects your portals and telephony, trains your team. Pay after go-live.

Made for India

Every Indian lead source.
One unified funnel.

Eight sources on the left. One Cratio hub in the middle. Your Kanban pipeline on the right. Leads flow through in seconds — no spreadsheet migrations, no copy-paste, no dropped handoffs.

See all 15 integrations
8 LEAD SOURCES
Facebook Ads
LEAD FORMS
Google Ads
WEB + ADS
IM
IndiaMART
B2B ENQUIRIES
99
99acres
REAL ESTATE
MB
MagicBricks
REAL ESTATE
JD
JustDial
LOCAL SERVICES
Your website
OWNED FORMS
Missed calls
INBOUND SIM
CRATIO
Lead hub
247
LEADS / MIN
1.3s
ROUTING
SALES PIPELINE · LIVE
New
42
₹6.2 L
IMAditya Sharma
₹85k
99Kavya R.
₹42k
Rohan M.
₹1.2L
Ishaan B.
₹68k
JDMeera V.
₹55k
Arjun P.
₹1.1L
Qualified
28
₹4.2 L
Sneha D.
₹58k
JDFaizal K.
₹2.1L
Divya N.
₹1.6L
IMKaran S.
₹92k
MBAnanya G.
₹1.3L
Demo
14
₹3.8 L
MBNikhil T.
₹1.8L
IMVikram J.
₹95k
99Pooja M.
₹2.4L
Rahul K.
₹1.5L
Won
3
₹4.2 L
99Priya S.
₹1.4L
IMSandeep R.
₹2.8L
8
Indian lead sources
out-of-the-box, no dev
0
spreadsheets
leads land native in CRM
1.3s
median routing time
territory-aware assignment
100%
sources unified
one pipeline, one report
Proof

Numbers after the first 60 days.

Averages across onboarded Indian SMB cohorts in FY26.

47%
faster lead response
median · onboarded cohorts
2.3×
more connected calls
per telecaller per day
30%
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
Site-visit conversion
+42%vs. baseline

Don't see your industry?

We've shipped Cratio for travel, healthcare, legal, coworking, home services and home-interior teams on the same engine. Book a 30-minute fit call — we'll map your pipeline and tell you honestly whether Cratio fits.

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. The playbooks are templates — once loaded, everything is yours to edit. Teams running two motions (e.g. a builder who also does home interiors) can run two pipelines in one workspace without paying twice.

Pick your industry. Go live in 7 days.

Your forms, fields, workflows and reports — already wired. Your India CS team — already waiting. Pay only after go-live.

Book a demo Start free trial