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Cratio CRM

Cratio CRM · Chennai, India · founded 2011

What it is

Cratio CRM combines sales CRM, Android mobile call tracking and WhatsApp Business for Indian sales teams. Its lead tools cover capture, routing, a Kanban pipeline, custom fields, tags and segmentation. Android call tracking logs incoming, outgoing and missed SIM calls without requiring a VoIP app, and recordings sync to a lead’s CRM timeline for manager review. The WhatsApp team inbox uses the official WhatsApp Business API and includes templates, campaigns, a chatbot and automation. A visual workflow builder supports triggers, conditions and actions for tasks such as assigning leads, escalation and follow-up. Reports cover call counts, connection rates, pipeline movement, revenue, telecaller activity and lead sources. Listed integrations include IndiaMART, JustDial, Facebook Lead Ads, Google Ads and property portals, alongside API access and webhooks. Pro costs ₹799/user/mo (annual), requires at least five users, and has 18% GST extra. A 30-day full-feature trial, CRM setup, migration and team onboarding are offered.

For and against

For

  • Logs SIM calls without a VoIP app
  • Call recordings sync to lead timelines
  • WhatsApp Business API inbox
  • Workflow automation for lead tasks
  • 30-day full-feature trial

Against

  • No free plan
  • Pro requires at least five users
  • 18% GST is extra

The verdict

Cratio brings lead management, Android call tracking and WhatsApp tools into one sales CRM. The Pro plan’s five-user minimum and additional GST are important cost details to weigh.

Who it suits

Cratio CRM is aimed at Indian sales teams, including businesses in real estate, education, financial services and manufacturing. It may suit teams managing SIM-call activity and WhatsApp conversations alongside leads.

Plans and prices

Pro

₹399a month, billed yearly

5 users minimum · CRM, mobile call tracking and WhatsApp included · Android and iOS app

Enterprise

Priced on request

Custom forms · custom integrations · offline billing · dedicated account manager

Every plan, in full

On the record

API
The product lists API access and webhooks, and its integration page says it connects to 6,000+ apps through Zapier, Make and Pabbly Connect.cratio.com · read 29 Sep 2026
Automation
A visual workflow builder supports triggers, conditions and actions for tasks such as lead assignment, escalation and follow-up.cratio.com · read 29 Sep 2026
Call recording
Call recordings automatically sync to a lead’s CRM timeline for manager review.cratio.com · read 29 Sep 2026
Call tracking
Its Android mobile call tracking logs incoming, outgoing and missed SIM calls without requiring a VoIP app.cratio.com · read 29 Sep 2026
Data controls
The security page lists role-based permissions, audit logging, field-level access controls and API authentication.cratio.com · read 29 Sep 2026
Integrations
Listed integrations include IndiaMART, JustDial, Facebook Lead Ads, Google Ads, 99acres, MagicBricks, Housing.com, TradeIndia, Zapier, Make, Pabbly Connect and n8n.cratio.com · read 29 Sep 2026
Intended users
Cratio describes itself as built for Indian sales teams and says it serves industries including real estate, education, financial services and manufacturing.cratio.com · read 29 Sep 2026
Lead management
The CRM includes lead capture, routing, a Kanban pipeline, custom fields, tags and lead segmentation.cratio.com · read 29 Sep 2026
Marketing automation
Yescratio.com · read 21 Sep 2026
Mobile app
Yescratio.com · read 21 Sep 2026
Product
Cratio combines sales CRM, mobile call tracking and WhatsApp Business for Indian sales teams.cratio.com · read 29 Sep 2026
Reporting
Reports cover call counts, connection rates, pipeline movement, revenue, telecaller activity and lead source performance.cratio.com · read 29 Sep 2026
Visual sales pipeline
Yescratio.com · read 21 Sep 2026
Security
Cratio says its cloud infrastructure runs on AWS in Mumbai and user communications use HTTPS with TLS encryption.cratio.com · read 29 Sep 2026
Support
Pro includes email support, a knowledge base and videos, and implementation help; Enterprise includes a dedicated account manager.cratio.com · read 29 Sep 2026
Trial and onboarding
The pricing page offers full-feature access for 30 days before subscription, with CRM setup, migration and team onboarding.cratio.com · read 29 Sep 2026
WhatsApp
The team inbox uses the official WhatsApp Business API and includes templates, campaigns, chatbot and automation.cratio.com · read 29 Sep 2026

The review

Cratio CRM is a sales platform for Indian teams that combines lead handling, Android call records and WhatsApp Business conversations. It suits organizations with several callers and structured follow-up; the five-user Pro commitment and Android-specific call tracking make it less suitable for solo users or mixed-device teams.

Overview

Founded in 2011 and headquartered in Chennai, Cratio serves sales operations in real estate, education, financial services and manufacturing. Lead capture, routing, segmentation and a Kanban pipeline cover daily prospect work, while workflow automation and reporting support supervision. Its clearest distinction is connecting mobile activity to the customer record: incoming, outgoing and missed Android SIM calls are logged without a VoIP app, and recordings sync to a lead timeline for manager review. That is valuable for call-led teams, but it does not extend the same tracking promise to iOS.

Key features

Lead management and automation

Teams can capture and route leads, add custom fields and tags, segment prospects and move work through a visual Kanban pipeline. The visual workflow builder applies triggers, conditions and actions to assignment, escalation and follow-up. Lead, email and retention automation make it practical for repeatable sales journeys rather than a simple contact database.

Calls and WhatsApp

Android call tracking records SIM activity without requiring VoIP, and recordings appear on the relevant lead timeline. Managers can therefore review conversations alongside pipeline history. The WhatsApp team inbox uses the official WhatsApp Business API and adds templates, campaigns, chatbot functions and automation, giving teams a channel for both one-to-one responses and programmed outreach.

Integrations, reporting and controls

Connections include IndiaMART, JustDial, Facebook Lead Ads, Google Ads, 99acres, MagicBricks, Housing.com, TradeIndia, Zapier, Make, Pabbly Connect and n8n. API access and webhooks, with connections to more than 6,000 apps through the listed automation services, help link external lead sources. Reports cover call volume, connection rates, pipeline movement, revenue, telecaller activity and lead-source performance. AWS infrastructure in Mumbai, HTTPS with TLS encryption, role-based permissions, audit logs, field-level access controls and API authentication address operational governance.

Pricing

Pricing starts at ₹799/user/mo on annual billing. The Pro plan is listed as ₹799 a year, billed annually, with a five-user minimum and 18% GST extra. That minimum makes Pro a team purchase: a solo salesperson or two-person business pays for unused seats, while a qualifying sales group gets the lead, automation, call, WhatsApp, reporting and integration stack in one subscription. Pro includes email support, a knowledge base, videos and implementation help.

There is no free plan, but a 30-day trial provides full-feature access before subscription and includes CRM setup, migration and team onboarding. Enterprise uses custom pricing and adds custom forms, custom integrations, offline billing and a dedicated account manager. Choose it when those service and customization requirements outweigh the need for a published price.

Platforms

Cratio offers Android, iOS, web and API access. The mobile call-tracking capability described above is specifically for Android, so iOS users should not select it expecting equivalent SIM-call logging.

Who it's for

Cratio is a strong match for Indian sales teams whose leads arrive from local property, directory and advertising channels and whose representatives work heavily by phone and WhatsApp. Real-estate agencies, education sellers, financial-services teams and manufacturers can use routing, escalation and source reporting to coordinate multiple callers. It is a weaker choice for an individual operator, a team under five seats, or an organization that requires identical call workflows on iOS.

Pros and cons

  • Pros: Android SIM-call logging and automatic recording timelines connect phone work to CRM history without VoIP.
  • Pros: Official WhatsApp Business API support combines templates, campaigns, chatbot and automation in a shared inbox.
  • Pros: Visual workflows, source reporting and numerous Indian lead-source integrations support accountable sales operations.
  • Cons: Pro requires at least five users and adds 18% GST, raising the entry cost for small teams.
  • Cons: Call tracking is Android-specific, limiting parity for iOS-led organizations.
  • Cons: Enterprise pricing is custom, so larger buyers must qualify the commercial commitment directly.

Alternatives

For broader category browsing, see CRM Software; teams specifically evaluating fitness businesses can use Fitness CRM Software.

BuddyPT Fitness CRM is the better starting point for a fitness business that needs a free plan and supports Android, iOS and web, with a 10-client free tier. Choose GymSales when a fitness-focused subscription agreement and optional SMS billing suit your purchasing process. Mywellness CRM fits organizations seeking custom programs, questionnaires and on-demand content with a trial. GymShakti is aimed at growing gyms wanting pay-as-you-go pricing from ₹6 per member per month for 26–50 members. WinChilla is another paid, multi-platform option without a free trial. Accolade Pro suits buyers prepared for a subscription plus a separate setup fee. ClubOS offers a paid CRM with lead capture, onboarding, retention analytics and messaging. GymCRM is worth considering for gym operators seeking published low-cost tiers such as ₹299 per month for its launch offer.

Verdict

Choose Cratio CRM if an Indian sales team of at least five people needs lead management tied closely to Android calling and WhatsApp Business, with automation and oversight built in. Look elsewhere if you need a free or smaller-seat entry plan, transparent Enterprise pricing, or equivalent call tracking on iOS.

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