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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
Because companies have distinct business-related wants, it is only prudent they avoid settling on an all-in-one, “perfect” software system. Regardless, it would be hard to discover such application even among sought-after software systems. The logical thing to undertake would be to list the different main factors that call for a inspection like major features, packages, technical skill ability of staff, company size, etc. Then, you should do your research exhaustively. Read these CloudYogi review articles and check out the other software options in your shortlist in detail. Such all-encompassing research makes sure you steer clear of poorly fit applications and buy the one that has all the function your company requires in growing the business.
Position of CloudYogi in our main categories:
TOP
500
CloudYogi is one of the top 500 CRM Software products
If you are interested in CloudYogi it might also be a good idea to check out other subcategories of CRM Software collected in our database of B2B software reviews.
It is important to realize that almost no app in the CRM Software category is an ideal solution able to match all the needs of all company types, sizes and industries. It may be a good idea to read a few CloudYogi CRM Software reviews first as certain services might dominate just in a really narrow set of applications or be created with a really specific industry in mind. Others might function with a goal of being simple and intuitive and therefore lack advanced elements needed by more experienced users. There are also services that cater to a large group of users and give you a complex feature toolbox, but that frequently comes at a more expensive price of such a software. Ensure you're aware of your requirements so that you purchase a software that offers all the elements you search for.
How Much Does CloudYogi Cost?
CloudYogi Pricing Plans:
Free Trial
Silver
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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 crucial not only to find out how professionals evaluate it in their reviews, but also to check if the actual people and enterprises that purchased it are indeed satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and CloudYogi reviews across a wide range of social media sites. The information is then featured in an easy to digest way revealing how many clients had positive and negative experience with CloudYogi. With that information at hand you should be ready 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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