Call Centers CRM · Works with leading Indian cloud telephony providers

Not a dialer. The CRM your 20–500 agent team runs on.

Load campaigns from Excel, IndiaMART, or lead portals. Dial through the Indian cloud telephony stack you already run — Knowlarity, Ozonetel, Exotel, MyOperator, and similar providers via Cratio's Cloud Telephony Connector. Capture dispositions, fire WhatsApp follow-ups, and report agent and campaign performance — all on one platform built for 20–500 agent operations.

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15+ years of CRM experience · Finance, insurance, and services teams running 30+ agents · 1,00,000+ sales users

01Campaign pipeline

COURSES · THIS WEEK

AllocatedAttemptedConnectedConverted

Home-loan · Paisabazaar-May234 · avg 12 attempts

Insurance-renewal · Aug89 · 14 May

Credit-card · Q2156 · 14 May

B2B-Demo · Campaign-4242 · 13 May

02Agent dialer

LIVE CALL

Vikram Raghavan

Home-loan · Paisabazaar-May

01:42● REC

Note: Agent: Sneha K · Next attempt scheduled Thu 4 pm

InterestedCallbackDNDWrong numberNot reachable

SIM · AUTO-LOGGED

03Lead WhatsApp

STUDENT THREAD

Hi Vikram, as discussed — home loan pre-qualification form →

Your rate quote: 8.40% · 20 yr · EMI calculator link →

Can you call back tomorrow at 11 am?

AUTO · FIRED ON DISPOSITION = INTERESTED

Trusted by teams running 30+ agent operations across India

From 20-agent inside-sales hubs to 500-agent BPOs.

Finkurve Financial Services

Continental Immigration

VK Immigration

Finkurve Financial Services

Continental Immigration

VK Immigration

The problem

This is what 200-calls-a-day chaos looks like when the dialer and CRM don't talk.

Four failures, on every call-center floor, right now.

Our dialer doesn't talk to our CRM.

Agents toggle Exotel in one tab, the CRM in another, WhatsApp Web in a third. Dispositions set in the dialer never reach the lead record. Ops head can't tell what's real.

Campaigns live in Excel.

Every morning supervisors mail-merge the day's list. Nobody knows which client's leads got dialed yesterday. Reports are rebuilt by hand at EOD.

Agent performance is just call counts.

You see Sneha made 180 calls. You don't see her talk time, her connect rate, or which disposition bucket actually converts. First-call conversion of 8% vs 14% — no tool to investigate.

Multi-client separation is manual.

You run 6 campaigns for 4 clients. One campaign's "Interested" means send proposal; another's means schedule a visit. No system separates the pipelines — every supervisor builds their own Excel.

Every lead lands in Cratio. Every call runs through your dialer. One system of record.

Every lead source and every telephony partner — one system of record.

Campaigns load from Excel, client APIs, and lead portals. Agents dial through the telephony stack you already own — Cratio logs every call, captures every disposition, and runs the reports your clients ask for.

See all 15 integrations

7 LEAD SOURCES

IndiaMART

B2B ENQUIRIES

Facebook Lead Ads

LEAD FORMS

Google Ads

WEB + ADS

Website & landing pages

OWNED FORMS

JustDial

LOCAL SEARCH

Bulk Excel upload

CAMPAIGN LISTS

Client API / Webhooks

PUSHED FROM CLIENT CRM

DIALED THROUGH

Knowlarity

Ozonetel

Exotel

MyOperator

Tata Tele Smartflo

TeleCMI

Qikberry

CRATIO

Lead hub

247

LEADS / MIN

1.3s

ROUTING

SALES PIPELINE · LIVE

New

₹6.2 L

Aditya Sharma

₹85k

Kavya R.

₹42k

Rohan M.

₹1.2L

Ishaan B.

₹68k

Meera V.

₹55k

Arjun P.

₹1.1L

Qualified

₹4.2 L

Sneha D.

₹58k

Faizal K.

₹2.1L

Divya N.

₹1.6L

Karan S.

₹92k

Ananya G.

₹1.3L

Demo

₹3.8 L

Nikhil T.

₹1.8L

Vikram J.

₹95k

Pooja M.

₹2.4L

Rahul K.

₹1.5L

Won

₹4.2 L

Priya S.

₹1.4L

Sandeep R.

₹2.8L

Indian lead sources

out-of-the-box, no dev

spreadsheets

leads land native in CRM

1.3s

median routing time

territory-aware assignment

100%

sources unified

one pipeline, one report

The playbook

How Cratio runs a call center in four steps.

Load → Dial → Follow up → Report. Every step instrumented, nothing falls through.

Load

Campaigns loaded from Excel, API, or lead portal — allocated to agents by skill, language, or client.

Bulk CSV upload handles older lists. IndiaMART, Facebook, and client APIs feed live. Distribution rules run on source, campaign, language, or round-robin.

Dial

Agents dial through the Indian cloud telephony stack you already run — or the CRM's SIM-based mobile dialer for phone-based agents.

Cratio's Cloud Telephony Connector works with providers like Knowlarity, Ozonetel, Exotel, and MyOperator. Every call logs automatically: timestamp, duration, recording. Inbound calls map to the right agent and land on the same lead record.

Follow up

Disposition captures the next action. WhatsApp follow-up fires. Callback reminder lands on the agent's calendar.

Choose "Interested" → template goes out. Choose "Callback" → scheduled and surfaced. No post-call Excel logging.

Report

Connect rate, talk time, dispositions, conversion — by agent, by campaign, by client.

Supervisors see live today's dials; BPO owners get client-facing exports without a BI tool. Every number ties back to the lead record.

The product

The five things your supervisor opens every day.

Five capabilities your ops head uses every shift — shipped in one product, not bolted on.

Every campaign, every client — side by side.

One pipeline per campaign with stages you define
Filter by client, source, or agent in one click
Drag a lead to "Converted" and the workflow closes the loop

app.cratio.co/pipeline

MTD · Q2 FY26

Sales pipeline

All

Mumbai

Delhi

BLR

New42

₹6,20,000

Aditya Sharma

Tata Motors

IndiaMART₹85,000

Kavya R.

Shubham Housing

99acres₹42,500

Qualified28

₹4,20,000

Rohan M.

Godrej

Facebook₹1,20,000

Sneha D.

Augmont

Google₹58,000

Demo14

₹3,80,000

Faizal K.

Edelweiss

Referral₹2,10,000

Closed won3

₹4,22,500

Priya S.

CozyNest

99acres₹1,40,000

What you can do

Six ways call centers run Cratio.

Every call-center operation is slightly different. Here's how the most common workflows land inside Cratio.

Skill-based + client-based lead allocation.

Route Paisabazaar home-loan leads to home-loan-trained agents; insurance renewals to the insurance desk. Rules run on campaign, client, language, or round-robin.

Agent leaderboard.

Calls, talk time, connect rate, conversions, dispositions — live per agent. No Excel at EOD.

Post-disposition follow-up cadence.

Disposition = Interested fires a WhatsApp template; Callback schedules the reminder; Converted triggers the handoff. Every cadence runs on its own.

Campaign lifecycle.

Loaded → allocated → dialed → disposed → converted. Stages you define per campaign — one pipeline for home-loan, another for insurance, another for B2B demos.

Field-agent support.

For last-mile teams — home-visit loan verification, installation follow-up. Same app as the desk agent, SIM-based call tracking, GPS stamp on the activity.

Client-facing reports.

BPOs serving multiple clients export nightly. One client sees only their leads, their calls, their conversion. Another client sees only theirs. No cross-contamination.

CUSTOMER STORY

Before Cratio, our agents worked out of Knowlarity for calls, Excel for campaigns, and personal WhatsApp for follow-ups. We ran 6 campaigns for 4 clients and our supervisors exported 4 Excels at EOD. Within two months every lead lived on one record — the Knowlarity call, the disposition, the WhatsApp reply, the conversion. Supervisors stopped rebuilding reports at night. Our clients now log in and see their own pipeline directly.

Vikram Nair, Head of Operations, Axialign BPO Services, Bangalore

RESULTS

Agents on one dashboard

Campaigns running in parallel

Reports rebuilt at EOD

Proof

The call centers we serve.

From 20-agent inside-sales hubs to 500-agent BPOs — one CRM, transparent pricing, and a telephony connector that plugs into the Indian cloud stacks your agents already run.

20–500

agent deployments supported

15+ years

serving Indian sales teams

Connector

works with Knowlarity · Ozonetel · Exotel · MyOperator · and similar Indian cloud telephony stacks

Why Cratio

A dialer is only half the stack. Cratio is the other half.

Ameyo, Ozonetel, Exotel, Knowlarity, MyOperator — these platforms are excellent dialers. They're not CRMs. Cratio wraps your dialer with the CRM, pipeline, WhatsApp, and reporting your 20–500 agent operation actually needs.

A dialer is only half the stack. Cratio is the other half.
Capability	Dialer-only platform	Cratio Call Centers CRM
CRM with lead pipeline	Minimal — call log only	✓Full CRM: stages, custom fields, workflows, lead distribution
Lead source integration	Limited — manual CSV, some APIs	✓Native: IndiaMART, JustDial, Facebook Lead Ads + Webhooks / API / n8n / Make / Pabbly for the rest
Campaign upload & allocation	Per-agent list import in the dialer	✓Bulk Excel + distribution rules on source, campaign, language, client, or round-robin
Disposition → follow-up automation	Disposition captured in dialer, follow-up is manual	✓Disposition triggers WhatsApp template, callback reminder, or handoff workflow — no extra step
WhatsApp Business API	Rare; usually a separate add-on	✓Inbox, templates, campaigns, automation, chatbot — bundled in Pro
Agent performance	Call counts + talk time	✓Cross-referenced: connect rate, disposition mix, conversion by agent / campaign / client — tied back to the lead record
Multi-client / multi-campaign separation	Dialer-level siloing or manual Excel	✓Teams, role-based access, custom fields for Client, pipeline-per-campaign
Call recording access	Separate recording portal, search by date/agent	✓One-click playback from the lead record, searchable against campaign + disposition
Client-facing report exports	Built in BI tool or by supervisor	✓Nightly exports per client, scoped by workflow
Pricing	Enterprise — "request pricing"	✓₹399 Growth / ₹599 Pro per user/month, published. 18% GST extra.

FAQ

Questions call-center ops heads ask.

Still stuck? Write to support@cratio.com or book a 20-minute walkthrough.

No — and that's the point. Cratio is the CRM your dialer plugs into. Our Cloud Telephony Connector works with the Indian cloud stacks your agents already run — Knowlarity, Ozonetel, Exotel, MyOperator, and similar providers. Your agents keep dialing through the telephony stack you already own; Cratio logs every call, captures every disposition, and runs the follow-up.

Run your call center on the CRM that plugs into your dialer.

CRM, disposition workflow, WhatsApp — bundled for Indian call-center ops. Works with the cloud telephony stack your agents already run. 14-day free Pro trial, no credit card.

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