KREATO CRM WORKFLOW

(B to B, Both)
BOTH, B to B)

LEAD

(B to C,

ACCOUNT

CONTACTS

OPPORTUNITIE

QUOTES

SALES

INVOICE

PAYMENTS
INVENTOR

Only when Sales Order app is enabled

KREATO CRM WORKFLOW

APP STORE
MANDRILL

Email Templates, Sent Items, Send Mail Tool, Mail

Report

KNOWLARITY

Telephony Inbox, Make call

MVAAYOO

Send SMS Tool, SMS Template, Telephony Inbox

TROUBLE TICKET

Web to Ticket, Trouble Ticket Settings, Ticket Module

KARTROCKET

Kartrocket Module, Kartrocket Settings, Sync option

in Contact

SALES ORDER
APP

Sales Order Settings, Quotes, Invoice, Sales order,

Payment, Inventory, Stock Info

CUSTOMER
SELF-SERVICE

User Profiles, Customer Self-service Settings

SOLUTION

Solution Base Module

KBASE

Knowledge Base Module

EXOTEL

SMS Template, Make Call & Send SMS tool,

Telephony Inbox

PEOPLE
ORIENTED ENTITY
CUSTOM
BUILDER
Leads

TRANSACTION
STOCKManager
ORIENTED
UserORIENTED
Modules in Module
ENTITY
ENTITY
Opportunities
Inventory

KREATO CRM WORKFLOW

Accounts
Contacts

Quotes
Sales Order
Invoice
Payments
[Overdue & Summary
Calculation will available
only for this entity]

Items

USER GROUPS
ADMIN

Manager 2
(Purchase
Group)

Manager 1
(Sales
Group)

U1

U2

Only Admin can view all the

records.
U1 & U2 records can be see
only by the Manager 1 & Admin.
U3 & U4 records can be seen
only by the Manager 2 & Admin.
Users can only view the records
they created & related records
only.
Manager created & related
records can only be visible to

U3

U4

If Manager 2 (Purchase Group) is also

assigned to (Sales Group) then he
can able to see both the U1 & U2
records, but he cant able to see
records created by Manager 1(Sales
Group) unless he is related & vice-

DEFAULT WORKFLOW AUTOMATIONS

Invoice:- On field update,
Paid Amount > 0

Payment Status of Invoice should be

KREATO CRM WORKFLOW

Paid Amount < Net Total
Balance Amount > 0
Invoice:- On field update,
Paid Amount >= Net Total
Invoice:- On field update,
Paid Amount = 0
Balance Amount > 0
Invoice:- On dissociating Payments,
If the Status(Payment) is
Received
Payments:- On field update,
Amount >= 0
Status(Payments) = Received

updated to Partially Received

Payment Status of Invoice should be
updated to Received
Payment Status of Invoice should be
updated to Not Received
In Invoice, Paid Amount should be
subtracted to the Amount(Payments)
In Invoice, Paid Amount should be
modified based on the
Amount(Payments)

TAX & DISCOUNTS

Set the Tax & Discounts in Settings according to your flow.
You can add % or Flat Rate tax and discount values.
For New Record creation it will take the Global value of Tax & Discounts.
For any change in Tax & Discounts values in Settings; wouldnt affect the
previous record values.
Manual change in Tax & Discount can be done in the overview page of the
particular record.
On Generating & Duplicating the records it takes the values of the
respective records.

TICKETS
Following methods of Ticket creation:1. Web to Ticket
2. Trouble ticket settings (Dropbox )
3. From Telephony Inbox
4. From Cloud Telephony Integration Settings.
Collaborate with Team You can discuss about the ticket with your team.
Client Updates Here you can update the clients query through their
source mail id.
Able to see attachments updated by the clients.

CONDITIONS & CRITERIA

KREATO CRM WORKFLOW

Lead can also be created through Telephony Inbox, Web to Lead,
Campaign.
Contacts can also be created through Kartrocket Orders.
Subscription List can also be created through list page of people
oriented modules and campaigns
For customer self-service users, can able to view their records and
related records, but they cant able to modify/delete.
Default for Customer Self-service module:- support module, Ticket,
Notifications, Sales
For Members: - Settings will not available & they can view Public
Dashboard/Reports but they cant edit it.
If Invoice module is unselected from Sales order Settings then
payment module shouldnt be visible.
If Invoice module is selected from Sales order settings and if one-time
payment is selected then the payment module shouldnt be visible.
Instead payment can be entered manually.
In Sales order settings-> Inventory tracking; if Required option is
selected then we can able to add the quantity of the item (Inventory).
If Not Required option is selected then we cant able to add the
quantity of the item (Inventory).
For Trial user Subscription List is limited to 100.
Once mandrill app is activated it will not get expired.(Even for trial
users)
From List Page: - Mass Mailing is restricted to 10 users.
System Automations will not be displayed for other users rather than
Admin.
The SMS will not be triggered, when we enter number manually.
Unknown mail format will give you warning message when you send
mail.
Notifications:o Activities Remind me before
o Discussion in Tickets.
o Add Track
Settings -> Portal Management will be visible only for Navrita Admin.