How-to Videos
Watch detailed videos to understand and configure different features.
CRM Administration
App Customization
Customize your apps by adding, editing, and hiding fields.
Import Leads
Follow this step-by-step guide to import leads (records).
Bulk Update
Learn how to bulk edit your leads (records) with this guide.
Lead Segments
Create segments and filter your list view with this guide.
User Notifications
Send Email, WhatsApp, and Mobile Notifications with this guide.
Report Customization
Create and customize CRM reports using this guide.
Export Leads
Discover how to export your data from CRM with this step-by-step guide.
Delete Leads
Discover how to delete Leads from CRM with this step-by-step guide.
Pay Subscription
Learn how to pay the subscription, buy additional users and download your GST invoice.
User Administration
User Management
Follow this step-by-step guide to create and provide CRM access.
Data Sharing
Understand profiles and how to assign team members to them.
Profile Restrictions
Learn how to prevent sales users from DELETING or EXPORTING CRM data.
CRM Security & Administration
Learn comprehensive methods to secure your CRM data.
Lead Automation
FB Lead Ads Integration
Integrate Facebook leads with this step-by-step guide.
IndiaMart Integration
Follow this step-by-step guide to integrate IndiaMART leads.
Email Parser
Automate lead capture via email parser with this step-by-step guide.
Lead Distribution
Distribute and assign leads to your team members using this step-by-step guide.
Call Management
Call Tracking Flow
Learn how to make calls and update call status.
Call Tracking Settings
Learn how to enable call tracking in the CRM mobile app.
Call Recording Overview
Know all about Call Recording - Cratio advantages, pricing and practical limitations, etc.
WhatsApp Marketing
WhatsApp API Overview
Know all about WhatsApp API - Cratio advantages, pricing and integration process, etc.
WhatsApp Campaigns
Send and broadcast WhatsApp messages with this step-by-step guide.
WhatsApp Automation
Automate WhatsApp messages for specific days (Day 1, 3, 5, etc.).
WhatsApp Inbox
Reply to customer conversations using this step-by-step guide.
WhatsApp Chatbot
Create a WhatsApp chatbot with this step-by-step guide.
WhatsApp API Setup
WhatsApp Business Account
Get an overview of business accounts and settings.
WhatsApp Payments
Add payment methods and enable WhatsApp sending.
WhatsApp Templates
Create a template message and obtain approval from META.
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Knowledge Base
Explore our How-To guides and learn best practices from our knowledge base.