Can I send WhatsApp messages, brochures, and quote files to buyers from Cratio?

Yes. Cratio uses the official WhatsApp Business API with approved templates and a shared team inbox — one thread per buyer. Send brochures, drawings, sample images, your own quote PDFs, or any document. Every message is logged on the lead. Cratio doesn't auto-generate quote PDFs, but you can attach your own.

Can the system auto-follow-up on idle leads after a few days?

Yes. Cratio's workflow engine fires WhatsApp nudges, callback tasks on the rep's dialer, and manager loop-ins on whatever cadence you configure — day-3 / day-7 / day-14 or your own pattern. The onboarding team helps wire this up during setup; reps then see only the priority escalations.

Does it record calls placed from the rep's mobile SIM?

Yes. Cratio's Android app does SIM-based calling with auto-logging and recording — no cloud telephony or DID numbers required. When a buyer says "you committed ₹185 a piece", the recording is on the lead.

What happens to a rep's leads and conversations when they leave?

Everything stays in Cratio — calls, recordings, WhatsApp threads, files, and notes. The replacement rep picks up the buyer mid-conversation. The owner never loses the relationship.

MANUFACTURING & B2B CRM

From buy-lead. To call. To order.

Q: Does Cratio pull leads from my IndiaMART buy-lead inbox automatically?

Yes. IndiaMART buy-leads, lead-manager enquiries, and seller-resource pings are pulled natively into one inbox. Leads are routed to the right rep within minutes — no manual panel-checking, no missed buy-leads.

Capture from IndiaMART, TradeIndia, JustDial. Auto-assign by product line. Call from your SIM. Send WhatsApp. Track till PO.

Book a demo

100+ manufacturing & B2B clients · 15+ years building CRM in India

01CRM

PIPELINE VALUE

₹18,42,500

+23% WoW

New42

Qualified28

Quote sent14

Won3

02Call Tracking

TODAY · TEAM

2,478

Total Calls

Connected Calls1,476

Connection Rate59.6%

Avg Duration / Call2m 48s

Avg Calls / Agent42

● AUTO-LOGGED · REAL-TIME SYNC

03WhatsApp

RFQ · DAY 1

Auto follow-up sent

Need 50 units of MS pipes 4"

10:30 AM

On it. GST + delivery?

10:31 AM

27AABCX…, Pune

10:32 AM

Quote attached ✓ 📎

10:33 AM

OFFICIAL API · APPROVED

Trusted by 100+ manufacturers, distributors, and B2B sales teams across India

From Coimbatore foundries to Rajkot fabs to Faridabad distributors.

BUILT FOR

Built for every kind of B2B sales team in India

Same Cratio core, calibrated for the workflow each sub-segment actually runs.

Manufacturers & OEMs

Own factory, branded products — valves, capacitors, pumps, sheet metal. Sell to dealers and direct B2B accounts. Sales engineers handle a 2–8 week cycle with technical follow-ups.

Industrial distributors

Authorised dealers and stockists — ABB, Schneider, single-brand or multi-brand. Sell off the shelf, fast-moving SKUs. Margins thin, first-response speed is everything.

Trading wholesalers

Import and resell — chemicals, electronic components, MRO consumables. IndiaMART-heavy daily enquiry volume. Aggressive on landed price; WhatsApp-first buyers.

Equipment hire & rental

DG sets, scaffolding, forklifts, cranes, lab equipment. Telecaller + field rep combo. Site visits, contracts, AMC bundles. Long-tail repeat revenue.

Before vs After

Transform Your B2B Sales in 7 Days

See how Indian manufacturers, distributors, and B2B sales teams handle leads, calls, WhatsApp, and follow-ups before and after Cratio.

Transform Your B2B Sales in 7 Days
Without CRM	With Cratio CRM
Buy-leads scattered across portal panels & WhatsApp	All buy-leads captured in one CRM
Hot enquiries sit untouched for hours	Auto-routing to the right rep in seconds
Buyers wait for callbacks while competitors quote	Instant WhatsApp acknowledgement template
Rep calls happen on personal SIMs — no audit trail	Mobile call tracking & recordings
Generic CRM fields don't fit B2B sales	Custom fields for Product line, GST, Quantity, Buyer type
No visibility into rep activity or portal ROI	Reports & dashboards customized for B2B

Result

Faster response. Smarter calls. Better follow-ups. More orders.

Every B2B enquiry lands in one place. No more checking five portal panels.

Every B2B enquiry lands in one place.

Native integrations with the portals your purchase managers and SEs already use. Bulk upload trade-show visiting cards, dealer referrals, and repeat-buyer lists in one click.

8 LEAD SOURCES

IndiaMART

BUY-LEADS & ENQUIRIES

TradeIndia

B2B PORTAL

JustDial

LOCAL B2B

ExportersIndia

EXPORT ENQUIRIES · VIA WEBHOOKS

Google Ads & SEO

WEB + ADS

Website & WhatsApp

OWNED FORMS

Facebook Lead Ads

INDUSTRIAL CAMPAIGNS

LinkedIn outbound

OEM & EQUIPMENT ICPS

ALSO CAPTURED

Trade-show cards

Dealer referrals

Repeat buyers

CRATIO

Platform

CRM

Call tracking

SALES PIPELINE · LIVE

New

₹19.6 L

Rajkot Steel Co.

₹4.8L

Krishna Pumps

₹3.2L

Apex Polymers

₹6.1L

Coimbatore Castings

₹1.4L

Delhi Pack Solutions

₹1.4L

Surya Electricals

₹2.7L

Qualified

₹14 L

Suresh Brothers

₹3.6L

GreenLeaf Agro

₹2.1L

Vinod Plastics

₹4.4L

Anand Hardware

₹2.9L

Maruti Engineers

₹95k

Negotiation

₹7.3 L

Adarsh Foundry

₹3.1L

Bharat Castings

₹1.8L

Royal Textiles

₹2.4L

Order

₹6.8 L

Patel Industries

₹4.2L

Skyline Engg.

₹2.6L

The CRM workflow

Leads, Calls, WhatsApp & Workflows. One CRM.

Capture buy-leads from IndiaMART, TradeIndia & JustDial, customize fields for B2B, automate follow-ups, and run reports built for Indian sales floors.

PHASE 01

Capture Every Buy-Lead

Auto-capture from IndiaMART, TradeIndia, JustDial, ExportersIndia, Facebook & website forms.

Portal & ad lead capture
Duplicate detection
Trade-show bulk upload

PHASE 02

Instant WhatsApp Replies

Approved-template acknowledgement fires before the buyer talks to a competitor.

Instant WhatsApp response
Shared team inbox
Send brochures, drawings, samples

PHASE 03

Assign Leads. Track Calls.

Route by product line, region, deal size, or round-robin. Mobile call tracking on the rep's own SIM.

Auto-assign by SKU group
SIM-based call tracking
Call logs & recordings

PHASE 04

Customize Fields & Stages

Lead form pre-configured for B2B — Product line, GST, quantity, buyer type. Edit later without code.

Custom fields for B2B
Custom stages & sub-stages
Buyer-type segmentation

PHASE 05

Automate Follow-Ups

Workflow engine fires WhatsApp nudges, callback tasks, and manager escalations on your cadence.

Day-3 / Day-7 reminders
Idle-lead revival drips
Escalation alerts

PHASE 06

Reports & Dashboards

Measure response time, conversion by source, pipeline value, and lost-reason analysis.

Conversion by product line
Rep first-response time
Lost-reason analysis

Proof

The B2B sales teams running on Cratio

From a 5-rep distributor in Faridabad to a 120-user OEM with branches in Pune, Coimbatore, and Ludhiana — one CRM, transparent pricing, every Indian B2B portal native.

100+

manufacturers and B2B teams on Cratio

15+ years

building CRM for Indian sales teams

30+

lead sources connected — portals, ads, Excel, API

All in one CRM

Built for B2B sales teams

Manage enquiries, follow-ups, sales activities, calling, and orders from one complete B2B CRM.

Pipelines built for B2B sales teams

Manage enquiries, opportunities, quotations, and orders in one CRM.

1 of 5

READY TO USE B2B CRM

Ready to Use CRM for Indian B2B Companies

Same Cratio platform — with the lead form, stages, workflows, and reports pre-configured for IndiaMART + TradeIndia teams. Edit anything later without code.

Lead form

Lead form customized for B2B sales

Custom fields

Product linedropdownDeal value₹Quantity + UOMDelivery locationGST numberBuyer typedropdownSourcedropdownAttachmentsfile

Stages

NewQualifiedNegotiationVerbal commitOrderClosed-Lost

Workflows

Prebuilt workflows

IndiaMART buy-lead under-1-hour SLA + escalation
Day-3 / Day-7 follow-up reminders on silent leads
TradeIndia auto-assign by product line and region
Trade-show bulk-upload + auto-routing by territory
WhatsApp template trigger on stage change
Idle-lead revival drip at month 3

Reports

Prebuilt reports

Lead-by-portal conversion %
Rep first-response time on buy-leads
Conversion by product line and source
Pipeline value by stage by month
Lost-reason analysis (price / specs / delivery / silence)

Pipeline view

From buy-lead to order — what runs at every stage.

The five stages every B2B sales team works in. The automations that fire between them — without anyone setting reminders.

Lead in

Pulled from IndiaMART / TradeIndia / JustDial
WhatsApp acknowledgement in under 10 seconds
Auto-routed to the rep by product line

0 lead leaks

Qualified

Rep calls with full context from SIM dialer
Custom-field updates (qty, GST, delivery)
Lead tagged Hot · Warm · Cold

Hot in under 30 min

Negotiation

WhatsApp template — pricing options or specs
Manager alerts on stalled deals
Idle-lead revival drip on day-3 / day-7

No silent drops

Verbal commit

Rep logs commit + delivery terms in-app
Approval workflow if deal value > threshold
Auto-task: confirm PO + dispatch terms

Order momentum

Order

Won — revenue + source logged to dashboard
Lost — reason tagged, drip queued
Win-loss analytics refresh by product line

Sharper next month

Leads lost between portals and CRM

<10s

WhatsApp acknowledgement on every new enquiry

100%

Calls logged + recorded against the lead

Every lead

Reminded, followed up, escalated on time

CUSTOMER STORY · MANUFACTURING, COIMBATORE

IndiaMART and TradeIndia buy-leads used to sit in three different inboxes. Cratio captures every enquiry with the SKU, routes by territory, and the dashboard tells me which leads my reps haven't called today — before the buyer talks to a competitor.

Suresh Patel

Sales Director · Vajra Industrial Pumps, Coimbatore

RESULTS · FIRST 90 DAYS

First-call response

< 18 minwas 4 hrs

Buy-leads called / day

62was 21

Conversion by SKU group

+34%vs last yr

Why Cratio

Generic CRM bends. Cratio is shaped for Indian B2B sales.

An Indian B2B sales floor runs on portal buy-leads, mobile-SIM calls, WhatsApp follow-ups, and workflow reminders. Most CRMs were built for Western B2B and bolt these on. Cratio ships them ready.

Generic CRM bends. Cratio is shaped for Indian B2B sales.
Capability	Generic CRM	Cratio for Manufacturing & B2B
IndiaMART, TradeIndia, JustDial buy-lead capture	Requires Zapier or custom API work; buy-leads land late or duplicated	✓Native polling — IndiaMART, TradeIndia, JustDial, ExportersIndia. Lead in the rep's hand within minutes
Field customization for B2B	Blank fields and stages — your team configures it over 3 weeks	✓Custom fields (Product line, GST, quantity, buyer type, source) and B2B stages pre-wired on day one. Edit later without code
Mobile SIM call recording on the rep's own phone	Cloud telephony only — needs separate dialer licence and DID numbers	✓SIM-based calling and recording on the rep's Android. Owner audits what was promised on every order
WhatsApp templates & shared inbox	WhatsApp via paid add-on; one personal phone per rep; no template approval flow	✓WhatsApp Business API + approved templates + one shared inbox per buyer. Brochures, drawings, sample images, your own quote files — all logged
Follow-up workflows & escalations	Build-your-own workflow with calendar reminders or a third-party tool	✓Workflow engine fires WhatsApp nudges, callback tasks, and manager loop-ins on the cadence you configure during onboarding
Trade-show & dealer-referral capture	Manual Excel entry two weeks after the expo	✓Bulk upload 600 visiting cards in one click; mobile quick-add for dealer walk-ins

FAQ

Common questions from B2B manufacturing teams

Yes. IndiaMART buy-leads, lead-manager enquiries, and seller-resource pings are pulled natively into one inbox. Leads are routed to the right rep within minutes — no manual panel-checking, no missed buy-leads.

Related products and guides

See It in Action

Stop losing buy-leads to faster competitors. Be the first call.

CRM, mobile call tracking, WhatsApp, custom fields, and workflow automation — bundled for Indian B2B sales teams. Book a 30-minute personalized demo to see how Cratio fits your sales process.

Book a demo Talk to a CRM expert

Personalized walkthrough for your B2B sales team

From buy-lead. To call. To order.

Built for every kind of B2B sales team in India

Transform Your B2B Sales in 7 Days

Every B2B enquiry lands in one place.

Leads, Calls, WhatsApp & Workflows. One CRM.

Capture Every Buy-Lead

Instant WhatsApp Replies

Assign Leads. Track Calls.

Customize Fields & Stages

Automate Follow-Ups

Reports & Dashboards

The B2B sales teams running on Cratio

Built for B2B sales teams

Pipelines built for B2B sales teams

Ready to Use CRM for Indian B2B Companies

Lead form customized for B2B sales

Prebuilt workflows

Prebuilt reports

From buy-lead to order — what runs at every stage.

Lead in

Qualified

Negotiation

Verbal commit

Order

Generic CRM bends. Cratio is shaped for Indian B2B sales.

Common questions from B2B manufacturing teams

Related products and guides

Sales CRM

Sales pipeline

Follow-ups

Pricing — ₹399/user, lifetime

Stop losing buy-leads to faster competitors. Be the first call.