WORKFLOW AUTOMATION

Automate across CRM, calls, WhatsApp.

From new leads to follow-ups, escalations, and nurturing — set rules once and let your system run daily sales work automatically.

Trusted by 1,000+ Indian SMBs

Workflow builder · Live rule
Trigger
New lead added
Source: Google Ads
Instant Actions
Auto-assign to rep
Send WhatsApp welcome
Create lead in CRM
Condition
Lead score > 70
or deal value > ₹50,000
Yes
No
Notify
Notify manager
High-priority alert
Nurture
Add to nurture
WhatsApp + email
Reminder
Follow-up
Every 24h until reply
Escalate
No response
48h → manager review

Why it matters

Most CRMs automate CRM events only. Cratio's engine reads from calls and WhatsApp too — so the rule you set actually runs end to end.

3 channels

One flow, not three disconnected tools

A single rule can trigger on a WhatsApp reply, fire a call task, and log the outcome back to the CRM. No Zapier chain, no paid middleware.

0 missed

Follow-ups past SLA

Every workflow carries an SLA. If a rep doesn't act in time, the lead re-routes, the manager gets notified, and the backup action runs.

47% faster

First response on every lead

A portal lead triggers the workflow the second it arrives — assignment, dial task, and WhatsApp intro all fire before the rep opens their laptop.

VISUAL FLOW

What 'no-code automation' actually looks like.

One trigger. A few conditions. The actions you'd otherwise do by hand. Drag-and-drop in Cratio.

Trigger
Missed Call Event
All leadsMissed calls
(from all sources)
Message
Auto-Response
Hi {{name}}! 👋 Sorry we missed you. When would you like us to call back?
Within 1 hourThis afternoonTomorrow morning
Action
Create Rep Task
Priority dial task: Call back {{name}} Assigned to: Lead owner SLA: 30 minutes
Action
Schedule Callback
Dial task scheduled at 2:00 PM Assigned to: Lead owner Lead marked: Awaiting callback
Action
Defer & Remind
Callback task created for 9:00 AM Assigned to: Lead owner Rep gets mobile notification
Action
Update CRM Field
Stage: "Callback Scheduled" Last contact: {{timestamp}} Next action: Dial task created
Action
Manager Alert (High Value)
If deal value > ₹5L: WhatsApp ping to manager with lead details and callback time
END
Builder
01No rep intervention — workflow fires instantly on missed call
02Lead chooses their own callback time via WhatsApp reply
03Mobile app push wakes rep before SLA breaches
04Manager alerted for high-value deals — never drops the ball

How Cratio automates sales work

Real workflows your team runs every day — from first lead to closing and follow-ups.

01 · LEAD RESPONSE

Act instantly when a new lead comes in

Respond, assign, and prioritize leads the moment they arrive — before the rep even opens their laptop.

  • Auto-assign leads from IndiaMART, JustDial, 99acres, Facebook Lead Ads, and more
  • Instant WhatsApp welcome message via approved template
  • Fast-track high-value or high-score leads to senior reps
  • First-response SLA timer on every new lead

A portal lead lands and the welcome fires before the rep sees the notification

Every portal · One inbox
IMIndiaMART
9999acres
JDJustDial
MBMagicBricks
Facebook
WhatsApp
Cratio CRM · Unified feed
147 leads today · 0 duplicates
SYNCED
02 · QUALIFY & ENGAGE

Filter and nurture the right leads

Focus your team on leads that matter while everyone else is nurtured automatically — no rep time wasted on cold inquiries.

  • Auto-qualify by source, lead score, deal value, or any field
  • Score and prioritize high-intent leads on the dashboard
  • Trigger nurture sequences on WhatsApp + email automatically
  • Branch by Yes/No conditions — different paths for different leads

If / then / else branching with unlimited conditions per rule

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.
03 · PIPELINE CONTROL

Keep deals moving without manual tracking

Detect delays and act before deals go cold. Every step has an SLA — if it stalls, the workflow escalates.

  • Notify managers when high-value deals stall in a stage
  • Daily follow-up reminders for reps via mobile app
  • Per-step SLA timers — escalation fires the moment one breaches
  • Dial-task push to the rep's phone — one tap, call logged

Manager gets the alert; reassignment stays manual — Cratio doesn't auto-move work

Sales Pipeline · Live
Auto-updated
New42
₹6.2L · 42 leads
Anjali R.
₹85k · 2h ago
JD
Karthik V.
₹42k · 3h ago
Pooja M.
₹1.2L · 4h ago
Qualified28
₹4.2L · 28 leads
Sneha D.
₹58k · 1h ago
JD
Faizal K.
₹2.1L · 2h ago
Divya N.
₹1.6L · 3h ago
Demo14
₹3.8L · 14 leads
Rohit M.
₹1.8L · 1h ago
IM
Vikram J.
₹95k · 2h ago
JD
Priya N.
₹2.4L
Hot
Won3
₹4.2L · 3 leads
Sunita R.
₹1.4L
Won
IM
Sandeep P.
₹2.8L
Won
Amit T.
₹2.0L
Won
8
Lead Sources
Connected
1.3s
Routing Time
Lightning fast
100%
Leads Tracked
Across pipeline
₹18.4L
Pipeline Value
Total potential
04 · RECOVERY & CLEANUP

Bring back lost and ignored leads

Recover missed opportunities and keep the pipeline clean. Inactive leads, unassigned leads, and lost deals all have a workflow.

  • Re-engage inactive or cold leads with a fresh WhatsApp template
  • Alert on unassigned, ignored, or stuck leads
  • Auto-tag dead leads with reason — feedback loop for sales reviews
  • Prebuilt templates for real estate, education, financial services

Clone a template, change the numbers, go live in an afternoon

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
WORKFLOW TEMPLATES

Sample workflows your team actually wants

Real workflows used by Cratio reps — from lead capture to deal close. Copy, tweak, go live.

01
Instant Lead Response
Respond in seconds, not minutes
Auto-send a welcome message the moment a lead arrives.
02
Smart Lead Assignment
Every lead gets an owner instantly
Auto-assign leads using round-robin or rules — no manual work.
03
Hot Lead Fast Track
Prioritize your best opportunities
High-intent leads skip the queue and go straight to top reps.
04
Auto Qualification
Identify quality leads automatically
Tag and qualify leads based on source, value, or criteria.
05
Lead Nurture Drip
Stay top of mind automatically
Send follow-ups and reminders without manual effort.
06
High-Value Escalation
Big deals get immediate attention
High-value leads are escalated to managers or senior reps.
07
Deal Stuck Alert
Catch deals before they stall
Get alerts when there's no activity for a set time.
08
Stale Lead Recovery
Re-engage before it's too late
Automatically follow up with leads that go silent.
09
Deal Won Onboarding
Convert deals into customers smoothly
Trigger onboarding steps the moment a deal is closed.
CUSTOMER STORY · TRAVEL, KOLKATA

Our peak-season inbox used to break our reply SLA badly. Cratio's prebuilt workflows route by destination, fire the welcome template, and assign the rep with the lowest open count — all without me touching a thing. Two festivals into the year and we haven't missed a Day-1 reply.

MB
Mousumi Banerjee · Sales Ops · Wanderwise Travels, Kolkata
RESULTS
Day-1 reply SLA hit
99%
Manual triage hours / week
0
Peak-season leads handled
3.2×
FAQ

Workflow Automation — common questions

Leads, calls, WhatsApp activity, and CRM updates. Triggers include new lead capture, stage changes, field updates, call outcomes, WhatsApp replies or inactivity, and task events.
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