Name: Kreato an AI Powered Sales CRM .
Uploaded: 2019-04-01T05:14:10.000Z
Duration: 2 min 19 s
Description: Kreato an AI Powered Sales CRM

Help Desk

Web and Video Conferencing

Customer Support

Kubernetes Monitoring

Development

Career Center

Education

Association Management

Barcode

Business Intelligence (BI)

Business Process Management (BPM)

Calibration Management

Collaboration

Corporate Performance Management (CPM)

Interactive Voice Response (IVR)

Project Portfolio Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

International Payroll

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

File Sync and Share

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Modular Storage Area Network (SAN)

Network Access Control (NAC)

Network Performance Monitoring

Remote Desktop

Routers

SSL Certificate

Telecom Expense Management (TEM)

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Success

Digital Signage

Email Marketing

Employee Advocacy

Graphics

Marketing Automation

Presentation

Search Marketing Intelligence

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Sales Pipeline

Sales

Data Loss Prevention

Security

Automotive

Awards Management

Car Rental

Emergency Notification

Legal Research

PCB Design

Real Estate Property Management

Vertical-Specific

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### Lead Management
Users seem to have a mix of experiences with Kreato CRM's lead management capabilities. While some appreciate the ease of handling leads and the flexibility in data entry processes, others have encountered challenges such as compatibility issues with website inquiry forms and bugs in the system. The inability to trigger emails and SMS to specific contact details has also been a point of frustration for some users. Despite these drawbacks, the software is praised for its user-friendly interface and ease of integration with various platforms for incoming inquiries.

### Sales Management
Users unanimously agree that Kreato CRM's sales management capabilities are a significant asset to their business operations. The reviews highlight the platform's effectiveness in lead generation, sales pipeline management, and team performance tracking. Customers appreciate the automation features that streamline sales processes and enhance productivity. While some users mention areas for improvement, such as quote generation, the overall consensus is that Kreato CRM excels in providing the necessary tools for efficient sales management.

### Pipeline Management
Users have expressed mixed opinions regarding Kreato CRM's pipeline management capabilities. While some users appreciate the automation of day-to-day tasks and the enhanced focus on pipeline data, others feel that there is room for improvement in terms of customization and flexibility within the pipeline management features. The ability to track and visualize the sales pipeline has been highlighted as a positive aspect by some users, but others have suggested that the system could benefit from additional functionalities to better meet their specific business needs.

### Software Integration
Users appreciate Kreato CRM's software integration capabilities for their user-friendly nature and ease of use. The ability to integrate with platforms like Indiamart, Tradeindia, and web inquiries adds significant value to the software, allowing for streamlined communication and efficient management of contacts. While some users suggest the need for more external integrations, overall, Kreato CRM's integration features are seen as a positive aspect that enhances the overall user experience and productivity within businesses.

### User Experience
Users appreciate Kreato CRM for its intuitive and straightforward user experience, making it easy for both beginners and experienced users to navigate the platform efficiently. The software's user-friendly interface and helpful video tutorials contribute to a positive overall experience, allowing users to customize the CRM system to meet their specific needs with ease. While some users may have minor suggestions for improvement, the general consensus is that Kreato CRM offers a solid user experience that supports effective business operations.

### Mobile Support
Some users highlight the absence of a fully functional mobile version as a significant drawback of Kreato CRM. The lack of comprehensive mobile support seems to be a common concern among reviewers, with suggestions for improvement focusing on enhancing the user interface to prioritize mobile usability. Despite these criticisms, there are also users who appreciate certain aspects of Kreato CRM's mobile support capabilities, indicating a mixed sentiment among users regarding its effectiveness in catering to mobile users' needs.

Users of Kreato CRM have found that the software effectively addresses key business problems in managing lead sales pipeline and customer engagements. With its sales automation and lead management capabilities, the CRM has significantly improved team activity and performance, resulting in increased productivity and gradual business growth. This has been particularly beneficial for sales-related work in medical firms, where users have leveraged the CRM to streamline their sales processes and enhance customer experiences using different applications.

Moreover, Kreato CRM serves as a valuable tool for customer relationship management, lead management, and business development. Users appreciate the secure storage of large amounts of confidential data, allowing them to easily access and manage customer information. The automation features provided by the software have further enabled users to automate day-to-day activities, freeing up time to focus on core business tasks. Additionally, the ability to generate customized quotes automatically has significantly improved efficiency in the sales process.

Furthermore, Kreato CRM has proven instrumental in organizing follow-ups consistently, preventing potential prospects from falling through the cracks. The AI insights offered by the CRM have also given users a clear picture of their available pipeline, providing valuable insights to the management team for decision-making purposes.

Overall, users have experienced substantial benefits from using Kreato CRM in their businesses. It not only helps in managing leads and improving sales processes but also contributes to better customer relationship management and overall business growth.

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Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Kreato CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Kreato an AI Powered Sales CRM .

Kreato an AI Powered Sales CRM with in-built sales engagement and automation.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Kreato CRM

Overview

What is Kreato CRM?