Creysto CRM - Creysto CRM

CREYSTO Sales CRM

✅ Easily connect with the LMS(loan management system) to retreive the data

✅ Integrated with telephony for making calls easier.

✅ Get a system which can talk to their payment database whenever there is a payment made by the customer.

✅ Liaise with the field teams with ease

✅ Best suited for NBFCs and other landing platforms.

Features of CREYSTO Sales CRM

Lead Generation

Easy connect to prospect database/website or any other lead source
Create & Segregate teams, create call series, call campaigns, Conference, transfer, record the conversation or escalate by just a click of a button for better conversions
Dashboards to track live performance of the calls being made by individuals & various teams
Reports to tabulate, review and strategize

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Lead Management And Closure

Track your prospects through effective reminders & call back option
Create workflows, escalation management process and automate them for movement of leads through various teams or departments for effective prospect management till closure
Create cross-sell opportunities
Track all the revenue & performance based on products sold, individual sales manager performance, etc.

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Communication Suite

Track all the revenue & performance based on products sold, individual sales manager performance, etc.
Send customized updates through templated responses
Empower your field teams by giving them access to data through their mobile
You can track their visits, get updates and generate reports to decide the next course of action

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Role Based Access

You can create multiple departments & multiple teams within each department & multiple levels within each team
Creysto gives you the luxury to add teams external to your organization like your partners or vendors and control their access through a smart configuration
Smart tracker enables you to track the total productive hours of each team like login/logout time and have automated actions based on late logins or early logouts

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Security

Creysto has dual-factor authentication, wherein the user has to log in using their official email ID and the registered mobile number by entering system generated OTP
Data encryption is done for sensitive data like customer phone, email, etc…
SSL certificate to ensure no breach in the data traffic over the internet

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Creysto Sales CRM provides a process engine that automates your sales workflows and helps you manage customer interactions effectively.

Selling is simple. The sales process is complex. If at all there existed a lens through which we could see our future customers, the set of people who need our service, or the folks whose misery ends by just embracing our product; we would all be in a better place. To identify a customer, we need to reach out to many, explain our product and our price, and then get them to buy our product. The process becomes complex when we reach out to a large number of prospects through various channels, getting them to engage with us at a time convenient to them and then making a pitch along with the critical pricing discussion. All of this has many components – how many customers were reached out through each channel, was that the optimum effort? Could we have done more? How successful was each channel? Did I follow up on all my contacts promptly? and many such questions hound us when it comes to Sales. Well, all of this and more can be done through Creysto. A simple tool to manage your most complex Sales operations.

Make the most of your leads with Creysto’s customizable Sales CRM!

Manage Sales Process & Workflows:

Sales processes and complex workflows can be a pain to keep track of, especially if you’re managing multiple salespeople. That’s where Creysto comes in. Creysto is a CRM designed specifically to help sales teams manage their processes and workflows. With Creysto sales CRM, you can easily link up and boost all of your sales processes and workflows to see everything at a glance. And because Creysto is cloud-based, you can access it from anywhere, so you can manage your sales team even when you’re on the go.

Categorise and Rank leads:

On Creysto CRM, you can categorise and rank leads using a variety of criteria to build sales efficiency. Some of the criteria include the lead’s industry, company size, location, budget, and timeline. Additionally, Creysto Sales CRM takes into account the lead’s interactions with your brand (such as website visits, webinar registrations, and content downloads) to further qualify and rank them. By adding all of these factors into account, users can generate a comprehensive list of leads that are most likely to convert into customers.

Track & analyse vital sales metrics:

Creysto Sales CRM is a great tool for tracking and analyzing vital sales metrics. It provides users with valuable insights into their sales performance, helping them to identify areas of improvement and optimize their strategies. Additionally, Creysto CRM offers powerful reporting features that allow users to track their progress over time and see how they are performing against their goals.

Streamline sales with multiple teams

The Cryesto platform is a great way to organize your sales teams. You can create multiple, mutually exclusive teams and give them different access levels so that only the data they need will be visible in their view of the system – it’s like letting each team have its own slice!

Engage across multiple channels

Creysto CRM helps you to enhance your communication suite via different methods. It links to email, SMS, and phone so that you can communicate with your customers in the most convenient way possible. You can also use Creysto to keep track of customer interactions and histories so that you always have a complete understanding of each customer’s needs and preferences. This makes it easy for you to provide them with the best possible service.

Receive Real-time Alerts

We know the job of a sales representative is quite hectic. You can’t manage multiple things at once. That is why Creysto’s real-time alerts will help you keep track of your sales process more easily than ever before. With a simple click, send an email or mobile phone notification and desktop alert so that nothing falls through the cracks!

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Benefits of Using Creysto Sales CRM

If you have been reading this section from the beginning then you realize that the benefits have been automatically answered. However, for the sake of simplicity, let me jot down some of the points; more like a summary.
Design your campaign: Decide the kind of folks your team and you need to reach out for better conversions by creating a campaign with specific attributes. Whether it is based on demographics or salary range or previous products that they have bought. Create campaigns, assign and track the performance.
Reach out to more people: with the help of the dialer function, reach out to more people; interact better, and set reminders in case you need to call them back.
Never drop a call back: set up callbacks in such a way that in case you were held up at the designated time then either your team member or your supervisor will get the reminder
Analysis: Dashboards, reports help you understand the direction that you need to take at all times.

Continuous Improvement

One of the things in the evolution story from the time we went LIVE with our first customer a couple of years ago was the endeavour for constant upgrade, never be happy with what has been delivered (even though it checks all the requirements of the customer); always work towards a better UI and UX. Once you start the engagement, you will never ever truly get rid of us. We will always be around. You can reach us whenever you need something or have a suggestion to make things better. We are all ears. We will also monitor your team to see what they do and how we can make their life better.

Keep your leads organized and prioritize your time with Creysto’s powerful lead management platform!

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Sales CRM FAQs

What is a sales CRM?

Sales CRM software is seen as a saviour to many salespeople and businesses. It is seen as a way to keep track of customer interactions, enable outreach programmes and generally make the sales process more efficient. But unlike other business software, it can be hard to define exactly how a sales CRM system works. In this post, we’ll explore how a typical sales CRM system might work – from the perspective of both the user and the administrator.

When you first sign up for a sales CRM system, you’ll need to input some basic information about your business. This might include your company name, address, contact details and logo. You’ll also need to create user accounts for each member of your team.

Why your business needs a sales CRM/ why is CRM important for sales and getting more leads

What are the uses of sales CRM?

Sales CRM can be used in a number of ways, including:

Tracking customer interactions and sales history
Generating reports on sales activity and performance
Managing customer leads and opportunities
Automating sales processes and workflows
Collaborating with team members on sales tasks

Creysto sales CRM is a powerful tool that can help businesses track customer interactions, manage leads and opportunities, automate sales processes, and collaborate with team members on sales tasks. By using our Sales CRM system, businesses can boost their sales performance and Nurture leads with ease

How to choose the right sales CRM for your business

There are a lot of different sales CRMs on the market, so how do you know which one is right for your business? Here are some factors considering using the right sales CRM:

The needs of your business. Not all CRMs are created equal – some are better suited for small businesses while others are more ideal for larger enterprises. Make sure to choose a CRM that can accommodate the needs of your business, such as tracking leads, managing customer data, and creating reports.

2. Your budget. CRMs can be expensive, so make sure to pick one that fits within your budget constraints. However, with Creysto you don’t have to sacrifice features or functionality just to save a few bucks. Because it is less expensive than its other friends in the market.

How to shorten your sales cycle with sales CRM?

Sales CRM software can help shorten your sales cycle in a few ways. First, it can help you track your leads more effectively and follow up with them at the right time. Secondly, it can automate many of the tasks involved in the sales process, such as sending out quotes or invoices, which will free up your time to focus on closing deals. Finally, having all of your customer data accessible in one place will make it easier to spot trends and identify potential opportunities.

Creysto Sales CRM software is essential for any business looking to shorten its sales cycle. By automating everyday tasks and tracking leads more effectively, you can spend less time on administrative work and more time actually selling!

Why Creysto is the best sales CRM software for your business

There are a lot of CRM tools out there, but Creysto is one of the best. Here are some reasons why you should choose Creysto as your sales CRM tool:

Creysto is easy to use. It’s simple to set up and you can start using it right away.
Creysto is versatile and customisable. It can be used for sales, marketing, and customer service tasks.
Creysto has powerful features that will help you improve your sales process. These features include lead tracking, contact management, task management, reporting, and more.
Creysto is affordable.

	Starter	Pro	Ultimate
Lead Tracking Record, monitor, and analyze all interactions and data points associated with potential customers within Creysto
Lead Qualification Simplify lead qualification with scoring, automation, and segmentation for prioritizing high-potential leads.
Custom Fields In Creysto, you can add new fields as per your requirements. Customize the information you want to see inside CRM with custom modules, fields, and buttons.
Duplicate Blocking Prevent the duplicate leads or contact through web form from being created only based on the email address information, by turning on the email duplication check.
Manual Lead Assignment Assign leads to users individually, in bulk or auto-assign them using territories. By default, the user adding a lead is made the owner but you can always reassign the lead to a different user. You can view the Unassigned leads from the leads list view page and assign them to users too.
Role based access Role-based access control allows organizations to assign one or more roles to each user or assign permissions individually.
Level access A user is granted these privileges directly when the security role is assigned. Different levels have different access.
Spreadsheet Integration Connect Google Sheets and Creysto and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements.
BFSI Document verification API Integration Verification API Portal offers a comprehensive gateway that helps you seamlessly integrate a wide array of global risk & compliance APIs and tools.
Inbound and Outbound Calling and Auto dialer A sales dialer is an outbound calling system that allows you to add inbound calling functionality. So you can reach out to customers and prospects directly as well as receive inbound calls from leads.
Predefined reports Creysto CRM provides more than 15+ different standard reports for the users’ benefit. You can use the standard reports or customize them as per your business requirements.
Predefined dashboards It gives quick insights into records for easy analysis. We support bar chart, horizontal chart, line chart, stacked chart, pie chart, donut chart, table chart, funnel chart, and area chart
Custom report (Limited) You can create a customized report that shows only the information that you want. These reports are designed to give you all the information you need to measure your current sales performance—and to forecast performance for the future.
Basic dashboard components A CRM dashboard is a centralized hub for your sales data and information. It presents sales activities, KPIs, and other essential CRM metrics in a visually appealing, dynamic, and interactive manner.
Sales Tracking Automatically assign leads to your field agents based on the pin codes that they oversee. Send them instant notifications or assign tasks to them to follow up with field sales crm.
Tasks and Follow-ups Keeping in touch with clients has never been easier. Set time-sensitive tasks and follow-up reminders next to any contact in your CRM and sort them by urgency.
Conversation Tracking With marketing automation, it’s easy to deliver tailored, targeted messages to your prospects at just the right moment, based on their behavior. Contact form completions, email sign-ups, and phone calls can be just as valuable for your business.
Sales Reporting Sales reporting is a valuable feature that gives you a complete overview of all the sales data your software has collected and tracked.
Sales Communication Sales communication encompasses the diverse methods through which sales representatives engage with customers and prospects within the platform. This encompasses activities such as email correspondence, phone calls, text messaging, and appointment scheduling.
Sales Notifications A type of alert or notification that is triggered when a specific sales-related event occurs, such as a new lead being generated, a deal being closed, or a sales target being met.
Role-based access Role-based access control allows organizations to assign one or more roles to each user or assign permissions individually.
Territory Management Categorize customers based on relevant criteria and assign the right sales reps to reach out to them. Exceed quotas with region-wide sales insights.
Sales Performance Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information, get detailed reports and analytics, compare using A/B Testing.
Reports Account Management View all your information from a single location, including the latest customer activity, associated contacts, pending deals, ongoing projects, and more. A complete view of your account makes collaboration easy, regardless of how the business changes.
Check-in/Check-out View and recieve alert when the lead is checking in for the day and checking out. This makes it easy to track its in and out time.
Geo-tracking Set up sales territories and accordingly assign leads to your field reps. Geo-fence their tasks to reduce fake location check-ins and falsified meeting logs with field force tracking app
API Framework Creysto CRM API integration lets you connect any software, system, or app in your technology stack. Customize your experience for more efficiency.
Attendance Tracking Generate insightful reports, regularize attendance, and empower your on-site and remote employees to check in from anywhere with our cloud-based attendance management system.
Leave Management A leave management system is a comprehensive HRMS tool that enables organizations to track their employee leave requests online.
Field force tracking With Creysto field force tracking crm get real-time updates of your agents’ location. Look at the sales route they have navigated, the miles traveled, and the tasks they have completed en route.
Reimbursement Reimbursement Tracking helps organizations get through all reimbursement-related challenges successfully, it accurately tracks and records the complete reimbursement details of all the employees.
Email Integration Send and receive emails from the email client of your choice, including Gmail, Yahoo, Outlook, and , so that you never miss a message.
Calendar Tool Access all your calendars from one system. Prioritize meetings with multiple reminders and convert them into recurring events by checking a box.
E-Mail Campaign Automate personalized campaigns with email marketing tool. Measure campaign performance and achieve tremendous results in your email marketing, all inside Creysto.
Lead form Integration From landing pages to contact forms, capture customer information in Creysto with one step. We offer both customizable and pre-built web forms that turn your digital marketing campaigns into lead generation machine.
Drag-and-drop Builder You can create, add, and customize your Email by simply dragging and dropping text, images, audio, and video.
Responsive Templates Create layouts for different processes, control what data enters your CRM, and close more sales in less time.
Email Personalization With personalization tokens, you can show personalized content to your contacts based on their property values in your CRM. Personalization can increase engagement with your email campaigns.
Rule engine automation Rule engine automates complex processes, taking workflows that were manual and turning them into efficient, responsive systems. Setting rules puts goals into action within a business’s applications, turning them into decisions and outcomes.
Communication logs The communication logs contain information on the date, direction, communication format, errors etc. for each communication session.
One-on-one Emails One-to-one email marketing is a more personalized form of email marketing where you can mail individual leads that target individual recipients with tailored messages.
Communication Automation Creysto allows you to connect with your customers through multiple channels, all while centralizing information that helps your sales team to have meaningful conversations with your prospects.
Sales Automation Creysto automates lead generation from multiple sources, like websites, chats, social media, and trade shows. With lead scoring, distribute leads to the right representative.
Escalations The Case Escalation feature allows you to configure a rule by which the case can be escalated to other members in the operational hierarchy.
ERP Integration ERP and CRM systems are connected, typically by APIs. This allows you to keep the two systems in sync, as well as build automation that work across them and other applications.
Ticket Management A CRM ticket management system ensures transparency between teams and always notifies the right person to help with a prospect or customer request.
E-Commerce Integration E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
Auto dialer software Creysto comes with an autodialer for fast calling and reminders so your callers never miss follow-ups.
WhatsApp Integration E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
IVR Template You can customize your outbound IVR scripts based on the customer’s purchase history, billing schedule, past ticketing activity, and more.
IVR Integration You can log, record and monitor calls for quality assurance and compliance. Your agents can get information about callers, their history and cases in a flash, and resolve their issues faster.
Failover and Failback for API integration Failover and failback are business continuity tools that help sustain normal virtual operations even when your primary production site is disabled.
Multiple User Interface A CRM user who is a super admin or admin can be part of multiple accounts either by creating multiple org accounts or through invitations from other orgs.
E-Commerce Integration E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
Whatsapp Campaign E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
Webhook Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text. Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Payment Integration With payment integration, you can automatically process payments, eliminating manual entry and reducing the risk of errors.
Breaks information Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Text Messages Reach out to your customers through vital transactional SMS instantly—right from inside Creysto.
Phone Call Tracking Calling right from Creysto helps your reps maintain a flowing pipeline of leads. With the web-to-mobile calling feature, you can transfer any number from your contacts list to your mobile phone and call them directly from Creysto
Notification SMS Notification is extremely helpful in reminding appointments, meetings, or important follow-ups.
Phone call recording Access recordings associated with a deal, organization or contact person to double-check conversation details and study recordings to improve your sales.
Telephony Integration It enables users to make, receive, and track calls directly within their CRM platform, streamlining communication and enhancing customer interactions.

Sales CRM

CREYSTO Sales CRM

Features of CREYSTO Sales CRM

Lead Generation

Lead Management And Closure

Communication Suite

Role Based Access

Security

Creysto Sales CRM provides a process engine that automates your sales workflows and helps you manage customer interactions effectively.

Make the most of your leads with Creysto’s customizable Sales CRM!

Manage Sales Process & Workflows:

Categorise and Rank leads:

Track & analyse vital sales metrics:

Streamline sales with multiple teams

Engage across multiple channels

Receive Real-time Alerts

Our Clients

Benefits of Using Creysto Sales CRM

Continuous Improvement

Sales CRM FAQs

What is a sales CRM?

What are the uses of sales CRM?

How to choose the right sales CRM for your business

How to shorten your sales cycle with sales CRM?

Why Creysto is the best sales CRM software for your business

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