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Professional Services Firms offers customized, knowledge-based services to clients: Management Consulting, IT Consulting, Digital Services, Engineering, Financial consulting and more. Business of a Professional Services firm essentially hovers around ‘people profitability’. Adoption of CRM technology is imperative for any Professional Services to attract, retain customers and accelerate growth.

How It Works

CRM system empowers the Professional Services Firm to build stronger relationships with prospective clients to maximize conversion rates, create, cultivate & nurture professional client relationships, and grow revenue.

Data organization and data collection is an important element of relationship management and business development for professional services firms. If they better manage their client relationships and the associated information, they’ll benefit from happier customers, repeat business, and referrals.

Implementing CRM increases efficiency, accountability and profitability for the professional services firm.

How Kreato Helps Your Business To Accelerate Growth?

CRM system with just traditional CRM capabilities are no longer enough to be competitive. All your Firm need is a new age CRM with Artificial Intelligence & process acceleration capabilities such as automation, predictive analytics, machine learning, natural language processing, lead prioritization, email tracking and inbound call tracking.

Kreato automates most of data entry & routine activities of your team. Using magical powers, Kreato auto updates the system: every time someone in your firm interacts with a client (mail or call), saving time and giving you confidence to know what’s going on.

Powered with AI Capabilities Kreato can intelligently drive your team to adapt successful process for each new client acquisition and business opportunity, alert you if things are going off track, auto guides team with predictive recommendations & contextual insights to focus on what’s most important and perform right activities at right time in right way.

Full Featured 15 days Free Trial. What are you waiting for?

Simple & Affordable

Starts @ Rs. 600 / user / month.

Register for Free CRM Needs Assessment & Personalized Demo.

  • Kreato  is helping us to manage all our clients data & communications. Now we are proactive and stay in touch with our customers.

    V.Sriram Partner, Bala & Co

Key Features in Kreato CRM For Professional Services Industry

Master Data Management

Perfectly define your CRM master data – account, contact, lead and opportunity profiles with custom fields as required.

One Point KYC (True 360 Degree View)

Kreato intelligently consolidates & presents customer profile data, personal preferences, engagements, activities and notes all in a single view – one point KYC (Know Your Customer).

Make faster and better-informed decisions by accessing all the client-related information you care about in one place.

Team Collaboration

Kreato auto captures / logs all client interactions, emails, calls & team activities and allows to record notes. This activity stream or timeline feeds of a customer keeps everyone in your firm up to date with the latest activity and enables real-time team collaboration with no efforts.

Smart-Lists to track customer data – Leads, Accounts, Contacts and opportunities in real-time efficiently.

  • Smart lists comes with custom views, intelligent filters, intelligent sorting and quick search options.
  • Categorize / segment customers for easy tracking (Eg: Customers who have cases filed to  High Court of Mumbai) with help of Custom Views.
  • Intelligent filters includes options like “Needs Attention, Tasks Overdue, Mails/Calls Received, Mails/Calls Engaged” and more.
  • The “Needs Attention” is an intelligent filter which applies AI Technique – machine learning to list the customers who needs immediate attention.
All Powerful tools for tracking leads and managing communications will help your firm make smarter decisions and convert or acquire more potential new clients.

  • In addition to manual entering of enquiries, Kreato automatically captures enquiries (from website, emails and calls) into CRM as leads.
  • With smart lists & integrated communication tools track, follow-up leads and convert them into customers and business opportunities.
  • Innovative Lead Scoring methods to keep tab on hot prospective clients.
  • Streamline communication with Email and cloud telephony integration.
  • Process Road-maps for consistent execution of process for all clients.
  • Tasks Tracking, Appointment Scheduling & Team Collaboration.
  • Track customer engagement & activities in real-time.
Its not selling products or widgets here. Services require a more consultative, relationship approach. Kreato is better built for these kind of sales, making it easy to manage a high-value relationship and win more new deals.

  • Business opportunities for your firm will come from new clients and existing clients as well. By maintaining stronger relationship index, your firm will get repeat service orders, or some firms should be able to cross-sell other services to the same client.
  • With smart lists & integrated communication tools track, follow-up all business opportunities, prioritize profitable ones and win them.
  • Streamline communication with Email and cloud telephony integration.
  • Process Road-maps for consistent execution of process for all opportunities.
  • Tasks Tracking, Appointment Scheduling & Team Collaboration.
  • Track customer engagement & activities in real-time.
Kreato works as a virtual assistant for your team – works 24/7, automates most of the data entry and administrative activities of your team. Frees up your team to spend more time on productive activities. Increase your Employee Productivity.

  • Kreato auto captures / logs activity (tasks, calls, mails) data and attributes / associates to customer records automatically.
  • Distributes new leads to right sales executive automatically.
  • Sends Personalized First Response to every new lead.
  • Automates Client Communications: sends templated Email & SMS notifications.
  • Assigns tasks to team automatically on specific events.
  • Auto generates reports and mails it to concerned.
  • Automatically triggers actions (as configured) when certain conditions are met.
  • Automatically update fields like due date.
Send, receive and track customer emails all from CRM system. Streamline Email Communication.

  • Send personalized emails from CRM using predefined templates.
  • Track your sent mails. Get real-time notifications when customer opens your email or clicks links in the email.
  • Send notifications to customers via SMS.
  • Integrate your customer (common) email inbox.Receive mails in CRM and auto associate mails with respective customers.
  • Send Mass Mails to group of customers at one click (Eg: Service Tax Due Date Reminder).
  • Automate sending greetings for customer birthday / anniversary.
  • Capture / log all email interactions automatically for future reference.
  • Maintain library of email and text messaging templates.
  • Publish a permission based e-mail newsletter.

Make telephone calls, access call records & track them from your CRM. Your call records are automatically logged and related to respective customer record. Streamline your telephonic communications.

  • Click-to-call customers from CRM
  • Intelligent Call Routing of incoming calls
  • Popup with vital data for incoming calls
  • Capture all phone interactions automatically for future reference.
  • Get access to call recordings from CRM
Leveraging CRM Big Data and armed with Machine learning & Predictive analytics capabilities, Kreato provides predictive recommendations & contextual insights to focus on what’s most important and engage customers intelligently (pro-actively).

  • Prioritizes hot leads (new prospects) with Fruition Scoring
  • Auto suggests customer follow-ups To be done
  • Predicts leads who needs immediate attention
  • Predicts Optimal Time & Best Channel to engage customer
  • Enforces to respond customer emails & calls in time
  • Intelligently Routes calls to respective executive
  • Intelligent data fields to quickly surface important data such as last engaged date, inactivity period etc.
Embedded with Natural Language Processing capabilities, Kreato provides a Artificial Intelligence layer for email, auto categorizes, highlights and prompts you to focus on what matters most.

  • Interprets incoming emails & auto categorizes them with tags like Meeting Request, Query, Appreciation etc.
  • Interprets incoming emails & highlights emails where customer expects response.
  • Interprets incoming emails & highlights emails where customer is expecting an event scheduling.
  • You can also define custom categorization with list of associated key words.
  • Predicts best engaging email templates which helps to bring more success.
Kreato leverages AI to deliver intelligent team performance analytics for you to comprehensively evaluate and coach the team effectively.

  • Leader boards gives real-time visibility of team’s productivity, instantly recognize top performers and fosters a feeling of being appreciated at work.
  • Multiple leaderboards to track Engagement, Activity, Lead Pipeline and Opportunity Pipeline performances.
  • AI driven metrics to track performance of team members bench-marking with team & top performer.
Provide outstanding customer service with help desk automation & knowledge management tools. Increase customer satisfaction, drive repeat business and retain customers for lifetime.

  • Effectively manage, track & resolve customer cases and queries with robust Help Desk automation.
  • Answer customer queries & resolve issues quickly with Knowledge-base & Solution builder.
  • Manage set of canned messages to reply customers easily and quickly.
  • Create tickets automatically from your support email inbox, support calls & web forms.
  • Auto distribute new tickets to right support executive.
  • Automate sending ticket status updates to customers.
  • Collaborate with team via real-time activity feeds and notes
Interactive graphical dashboards and Reports gives instant access and enables your team to analyse metrics or the information that matters.

  • Having a dashboard view of your current business opportunities as well as the ability to see historical information quickly and easily can make a big difference to your productivity levels.
  • Keep tab on metrics like conversion rate, pipeline value, opportunities in progress and analyzed data like: Top Lead Sources, Top team performer etc
  • In addition to pre-defined dashboards & reports Kreato allows you to define custom dashboards and reports.
  • Kreato enables users to schedule, deliver, and download reports to make sure key stake holders are always aware of the current status.