LEAD AUTOMATION

From lead to follow-up. Automated.

Auto-assign, track, follow up, and escalate leads in real-time. Built for Indian sales teams handling high lead volume from portals, ads, and campaigns.

Trusted by 1,000+ Indian SMBs

Lead automation · Distribute · Nurture · Escalate
01 · Stage
Distribute
New lead captured and auto-assigned to the best available rep.
Auto-assign by rules & availability
Instant WhatsApp welcome
02 · Stage
Nurture
Engage every lead with automated messages and follow-ups across channels.
WhatsApp follow-ups & reminders
Multi-touch cadence over time
03 · Stage
Escalate
Move high-intent leads to senior reps and notify the team in real-time.
Escalate by score or inactivity
Instant alerts to managers

Leads don't wait. Your system shouldn't either.

Every minute without action reduces your chance of closing. Lead automation makes sure every lead is assigned, followed up, and monitored — instantly.

47% faster

First response in minutes, not hours

Leads are assigned the moment they come in. Telecallers get instant alerts on web and mobile — no manual work, no delay.

2.3× more

Connected calls per rep

Leads land directly with the caller, with full context. Call, track, and update — all in one place.

0 missed

Follow-ups past SLA

If a lead is not acted on in time, it gets reassigned or escalated automatically. Nothing goes cold.

INTELLIGENT ROUTING

Lead in. Right rep, in seconds.

Same engine, your rules — running 24/7 across every channel.

Smart Lead Routing — sources flow into a Rule Engine that assigns leads to reps by region.
THE AUTOMATION CYCLE

Manage leads. Move faster. Close more.

From capture to close. Every lead flows through four stages — each instrumented and automated end-to-end.

1
Capture
Leads arrive from portals, ads, WhatsApp, missed calls, and forms — all in one inbox, source-tagged.
2
Assign
Distributed instantly to the right rep using your rules — region, source, value, or skill.
3
Track
Every call, message, and stage move logged on one timeline. Managers see status in real time.
4
Convert
Reps follow the SLA. Stuck leads escalate automatically. Closed deals roll into reports.
4
Stages
from capture to close
0
Manual
fully automated flow
1.3s
Assignment
instant lead distribution
100%
Visibility
full lead timeline

How lead automation works

Automate how leads move, get tracked, and followed up — without manual effort.

01 · DISTRIBUTION

Auto-assign leads instantly

Every new lead is assigned the second it lands — based on rules you set yourself. No delays, no confusion, no manager in the middle.

  • Round-robin or fixed assignment, your choice
  • Assign by source, location, or team
  • Instant alerts to telecallers on web and mobile

Used by real-estate, ed-tech, and BFSI teams handling hundreds of portal leads a day

Live routing · 0.8s avg
New lead · IndiaMART
Anjali R. · IndiaMART enquiry
Round-robin · Active
RM
Rahul M.
Available
AK
Aisha K.
On call
DR
Deepak R.
Available
NV
Neha V.
At cap · 42/40
02 · VISIBILITY

Track every lead in real-time

Know exactly what's happening with every lead — without asking your team. Calls, follow-ups, and stage moves all show up on one timeline.

  • Call and activity tracking on every lead
  • Follow-up status visible to managers
  • Complete lead timeline from capture to close

Built for managers who'd rather read a dashboard than chase WhatsApp updates

Pipeline · This week
New42
Ravi S.
Aisha M.
Kunal D.
Qualified28
Priya N.
Arjun V.
Demo14
Simran K.
Won3
Rohit S.
03 · CONTROL

Never let leads go cold

Leads get reassigned or escalated automatically when they're ignored. Set the SLA once and the system enforces it for you.

  • Auto-reassign idle leads after a set delay
  • Escalate to managers when SLA is breached
  • Custom delay rules per source, team, or value

No lead sits in a queue just because someone forgot

SLA timer · Rep inactivity
15:00
until SLA
0 minLead assigned
5 minFirst call
15 minSLA reminder
30 minRe-route
04 · NURTURING

Follow up even when your team doesn't

Keep every lead engaged with automated WhatsApp messages, reminders, and a multi-touch cadence — running quietly in the background.

  • Scheduled follow-ups on a cadence you control
  • WhatsApp auto-messages on approved templates
  • Improve conversion without adding headcount

Ensures every lead gets action on time — even on weekends

Follow-up workflow · Auto
Day 0 · WhatsApp
Welcome on WhatsApp
Approved template fires within 60s of lead capture.
Day 1 · Push reminder
Reminder to rep
Push notification + task on the rep's mobile if no reply yet.
Day 3 · Manager alert
Manager alert
SLA breach escalates to the rep's manager — auto-tagged HOT.
4
Day 5 · Re-assign
Re-assign or close
Workflow reassigns to backup rep or marks dead with reason.

Automation rules that actually work

Copy, adapt, and automate your lead flow in minutes.

Round-robin by region
No manual assignment

Leads are distributed across reps by location — keeping teams balanced and responsive.

Source or category → specialist
Right lead to the right rep

Route leads based on source, product, or category — automatically.

High-value lead escalation
Prioritize your best opportunities

High-value leads are instantly assigned to senior reps or top closers.

CUSTOMER STORY · EDUCATION, TRIVANDRUM

Our routing used to be a Google sheet of which counsellor handles which course on which day. Cratio's automation does it in the background — round-robin within a course, escalation if the SLA breaches, a clean log of who got what and why. My ops chair on Mondays just got two hours back.

DM
Divya Menon · Sales Ops Lead · Anandam Education, Trivandrum
RESULTS
Lead-routing SLA breaches
−78%
Counsellor utilisation
89%
Ops hours saved / week
8h
FAQ

Lead automation — common questions

Leads are automatically distributed based on rules you set — round-robin, by team, by location, or by source. Rules run the second a lead enters the CRM.
SEE IT IN ACTION

Never miss a sales lead again.

Automate. Track. Close. One platform for complete Sales Automation.

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