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What is Kubaru?

Kubaru is a Salesforce-native solution designed to improve and automate the distribution of leads, cases, and other records within CRM workflows. This innovative tool allows businesses to transition from conventional manual routing by utilizing customizable automation that assigns records based on factors such as availability, specialization, geographical area, or current workload. It provides various assignment methods, including round robin, territory-specific routing, logic-driven rules, and skill-based matching, ensuring that every record reaches the most competent representative. Moreover, Kubaru considers scheduling elements, enabling record assignments that take into account out-of-office periods, holidays, and user capacity, which helps achieve a fair workload distribution. The application also features automated reassignment for unresolved records, management of duplicates to ensure that related items are kept with a single owner, and immediate notifications to alert teams as soon as new tasks are assigned, thus optimizing overall efficiency. In addition, Kubaru's user-friendly interface and robust functionality make it easier for teams to adapt quickly, further enhancing productivity and collaboration. Ultimately, Kubaru plays a crucial role in refining CRM processes, making it an essential tool for organizations aiming for peak performance.

What is Cratio CRM?

The Lead Management System is a comprehensive tool tailored to manage the entire lead management process with efficiency and precision. It encompasses essential features that facilitate everything from lead capture to assignment and ultimate closure. Leads can be sent straight to the CRM Inbox, where the platform automatically generates them, allocates them to the right users, and keeps customers informed through Email or SMS notifications. The system effectively captures submissions from website contact forms as emails, routing these leads to the CRM Inbox for seamless lead creation. Additionally, forwarding portal leads to the CRM guarantees accurate mapping of lead data onto the lead screen within the application. Leads can also be distributed automatically to the sales team based on their original source, ensuring that assigned users are promptly notified via Email or SMS. Users have the ability to monitor lead histories, which includes status updates and a comprehensive timeline that reveals aging concerns. Designed to accommodate sales territories linked to specific locations and products, the CRM allows for user access to be regulated according to territory guidelines. Users are also empowered to attach pertinent documents related to leads or customers, ensuring that all vital marketing materials are conveniently stored in a centralized hub for quick retrieval. This organized approach not only boosts operational efficiency but also promotes enhanced communication and coordination throughout the sales process, ultimately leading to improved customer engagement and satisfaction.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Kubaru

Date Founded

2016

Company Location

United States

Company Website

kubaru.io

Company Facts

Organization Name

Cratio

Date Founded

2009

Company Location

India

Company Website

www.cratiocrm.com

Categories and Features

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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