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What is Locale.ai?

Adopt the effective methods utilized by your organization’s top-performing representatives to boost business development across the board. Customize the agents to fit your team's specific workflows, maximizing their efficiency and impact. They will automatically fill in CRM fields, create deals, and update information in real time according to predefined criteria. Engage in comprehensive research on companies and potential clients to enhance your targeting and evaluation of leads. Guarantee that prospects receive timely follow-ups while the CRM updates deal stages automatically. Develop and send personalized outreach messages based on detailed research about both companies and prospects. Leads will be automatically routed to the appropriate sales representatives by considering factors such as location, timing, and product knowledge. By streamlining CRM operations, a new pipeline can be constructed to facilitate a higher closure rate on deals. Concentrate on connecting with only the most promising leads through diligent research and an automated scoring system. Boost SDR productivity by automating tailored follow-up communications, as well as managing meeting scheduling and rescheduling while accounting for different time zones. This system ensures that prompt follow-ups are sent via automated emails until a deal reaches completion, leaving no opportunity unnoticed. Embracing these strategies will not only refine your sales process but also significantly enhance overall effectiveness and success rates. In doing so, you will create a more proactive and engaged salesforce that is equipped to meet modern business challenges.

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

Apollo
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Teams
Salesforce
Slack
ZoomInfo

Integrations Supported

Apollo
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Teams
Salesforce
Slack
ZoomInfo

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Locale.ai

Date Founded

2019

Company Location

United States

Company Website

locale.ai/

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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