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CloudYogi Review
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.
Show MoreOverview 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.
Show MoreOverview 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
CloudYogi Position In Our Categories
Knowing that companies have their own business-related wants, it is logical that they avoid buying a one-size-fits-all, ideal solution. However, it would be hard to discover such application even among sought-after software solutions. The right step to undertake can be to narrow down the numerous main functions which entail careful thought including important features, price plans, skill ability of staff members, organizational size, etc. Thereafter, you should do the research to a full extent. Browse over some CloudYogi review articles and look over each of the software products in your shortlist more closely. Such detailed research ascertains you drop mismatched applications and buy the one which provides all the features your business requires in sustaining 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 may also be a good idea to investigate other subcategories of CRM Software listed in our database of B2B software reviews.
There are popular and widely used solutions in each software group. But are they essentially the best fit for your organization’s specific requirements? A popular software product may have thousands of users, but does it provide what you need? For this reason, do not blindly invest in popular systems. Read at least a few CloudYogi CRM Software reviews and mull over the elements that you want in the software such as the price, main functionality, available integrations etc. Then, shortlist a few solutions that fit your requirements. Try out the free trials of these apps, read online reviews, get information from the maker, and do your homework thoroughly. This exhaustive homework is sure to aid you choose the best software application for your firm’s unique requirements.
How Much Does CloudYogi Cost?
CloudYogi Pricing Plans:
Free Trial
Silver
Contact vendor
Gold
Contact vendor
Platinum
Contact vendor
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 know that when you make a decision to buy a CRM Software it’s vital not only to see how professionals evaluate it in their reviews, but also to find out if the real clients and companies that bought it are indeed content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and CloudYogi reviews across a vast array of social media sites. The data is then featured in a simple to understand way revealing how many clients had positive and negative experience with CloudYogi. With that information at your disposal you will be equipped to make an informed buying choice that you won’t regret.
Video
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?
- 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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