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CloudYogi Review

CloudYogi
Our score: 8.0 User satisfaction: N/A

What is CloudYogi?

CloudYogi is a cloud-based CRM (customer relationship management) software designed to help you manage all your business contacts, create and maintain fruitful relationships with clients and potential customers, and become fully aware of how they interact with your business and how you can use all the information to further increase your customer base and grow your business.

With CloudYogi CRM, you can follow and document all communication history with your customers, such as emails, SMS, phone calls, and social media queries. All information is stored in a single, unified location and can be accessed by you and your team whenever and wherever. Even if you are halfway around the world, you can monitor your business and your customers in real-time effortlessly, helping you stay on top of your business, seize all sales opportunities, and steer your business to success.

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Overview of CloudYogi Benefits

CloudYogi brings you a CRM solution that allows you to stay informed and updated of all the developments and happenings of your business, especially your sales team.

Your sales agents have all the information they need to devise and implement effective strategies that will reel your customers in. Information such as purchase history, website interaction, mostly viewed items, and customer behavior are readily available to you and your sales team, enabling you to make swift decisions and actions to improve your sales.

Repetitive tasks can be automated with CloudYogi while you can perform actions for a specific task or event. Schedule your repetitive workflows so you can concentrate on other matters that require your expertise and attention.

Not all businesses have the same needs, which is why CloudYogi CRM is made to be flexible so you can easily integrate with your existing systems and work processes. Customize CloudYogi so your unique needs and requirements are easily addressed without you having to make significant changes to your workflows and other systems in place.

When you have salespeople in the field, it is very crucial that they can access customer information and other tools to further improve their performance. CloudYogi provides them that and more. With CloudYogi, not only your field sales personnel get real-time customer details, but can also update their leads and opportunities through CloudYogi mobile app.

CloudYogi comes with help desk management tools and capabilities, allowing your business to handle customer complaints and queries and address them effectively and timely.

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Overview of CloudYogi Features

  • Contacts Database
  • Call/Email Record
  • Lead Management
  • Opportunity Management
  • Products/Services Management
  • Quotation Management
  • SMS Integration
  • Purchase Orders
  • Invoicing
  • Helpdesk Management
  • Document Management

What Problems Will CloudYogi Solve?

Scenarios 1 – Customer was looking for Sales Automation

A company wanted to a have a Single Point Solution for tracking its leads and repeat sales from all the lead sources be it from Digital (Facebook, Web forms, Social Media), Telephonic (IVR System) or Walk-Ins. In this case, CloudYogi CRM has been used to integrate with Zapier to capture these leads and through Exotel the IVR calls were also managed to handle the complete Sales Automation for the company

Scenarios 2- Asset Management

One of the International Player in the Insurance industry has reached CloudYogi for tracking their Assets and it’s transferred and disposals, Here, CloudYogi CRM has used it’s asset management to capture the Assets of the company and its tracking based on 120 branches which are there of the company spread over 29 cities. The current system is been used for 250+ users for tracking them live and managing the quantity of the assets.

Scenarios 3 – Elevator Manufacturing Company

In this case, the customer is one of the Elevator company based out of India, who wants to manage their complete business process from Leads to Repeat Sales, Quotation to Invoice, AMC to Complaint Systems, Follow up to Tracking the employees etc. Here CloudYogi CRM’s Platinum version is used for tracking the customers via GPS Location and other 3rd party integration is also been done through API.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

CloudYogi Position In Our Categories

Bearing in mind companies have particular business-related wants, it is only prudent they avoid selecting a one-size-fits-all, ”best” business program. Be that as it may, it would be almost impossible to try to pinpoint such an app even among branded software products. The sensible step to do should be to note down the numerous vital factors that necessitate consideration such as essential features, plans, skill competence of staff members, organizational size, etc. After which, you should perform your product research through and through. Browse through some CloudYogi evaluations and scrutinize the other software products in your shortlist in detail. Such comprehensive product investigation guarantee you weed out mismatched software products and pay for the one that offers all the benefits your company requires to achieve growth.

Position of CloudYogi in our main categories:

TOP 500

CloudYogi is one of the top 500 CRM Software products

If you are considering CloudYogi it might also be beneficial to examine other subcategories of CRM Software collected in our base of SaaS software reviews.

Since each company has unique business wants, it is advisable for them to desist from searching for a one-size-fits-all perfect software system. Needless to say, it would be pointless to try to find such a platform even among widely used software platforms. The smart thing to do would be to jot down the various essential aspects that require consideration such as key features, finances, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some CloudYogi CRM Software reviews and look into each of the other apps in your shortlist in detail. Such in-depth research can make certain you weed out ill-fitting systems and choose the solution that presents all the elements you require for business success.

How Much Does CloudYogi Cost?

CloudYogi Pricing Plans:

Free Trial

Silver

Contact vendor

Gold

Contact vendor

Platinum

Contact vendor

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What are CloudYogi pricing details?

CloudYogi Pricing Plans:

Free Trial

Silver

Contact vendor

Gold

Contact vendor

Platinum

Contact vendor

CloudYogi offers three plans that will suit varying needs and budget. Contact CloudYogi for their complete enterprise pricing details and other product information.

Silver

  • Contacts Database
  • Call/Email Record
  • Lead Management
  • Opportunity Management
  • Products/Services Management
  • Quotation Management
  • SMS Integration
  • 3 Support Tickets per Month

Gold

  • All Silver features
  • Purchase Orders
  • Invoicing
  • 5 Support Tickets per Month

Platinum

  • All Gold features
  • Helpdesk Management
  • Document Management
  • Unlimited Support Tickets

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you decide to purchase a CRM Software it’s important not only to learn how professionals rank it in their reviews, but also to find out if the actual clients and companies that purchased these solutions are actually content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CloudYogi reviews across a vast range of social media sites. The data is then displayed in a simple to digest way indicating how many customers had positive and negative experience with CloudYogi. With that information available you will be equipped to make an informed purchasing decision that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for CloudYogi?

CloudYogi integrates with the following business systems and applications:

  • Docusign
  • Exotel IVR
  • Solution Infini
  • Gmail
  • Outlook
  • EPBX
  • MailChimp
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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