- Home
- CRM Software
- CloudYogi
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
Bearing in mind companies have specific business needs, it is sensible they steer clear of settling on an all-in-one, “perfect” software solution. Having said that, it is futile to find such application even among sought-after software solutions. The practical step to do would be to write down the several significant aspects which necessitate research such as major features, pricing, technical skill competence of the employees, business size, etc. Then, you must follow through the research exhaustively. Read some of these CloudYogi reviews and check out each of the software options in your list in detail. Such well-rounded product investigation ensures you stay away from ill-fitting software products and select the system which offers all the tools your company 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 interested in CloudYogi it may also be a good idea to examine other subcategories of CRM Software gathered in our base of B2B software reviews.
Every enterprise has different needs and needs a software that can be customized for their size, type of workers and buyers, and the particular industry they are in. For these reasons, no platform can provide perfect features off-the-shelf. When you look for a software system, first be sure what you need it for. Read some CloudYogi CRM Software reviews and ask yourself do you want basic functionality or do you require sophisticated tools? Are there any industry-specific functionalities that you are searching for? Get the answers to these questions to assist your search. There are lots of aspects that you need to consider and these include your finances, particular business wants, your company size, integration needs etc. Take your time, check out a few free trials, and finally select the platform that offers all that you need to enhance your company efficiency and productivity.
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 are aware that when you decide to buy a CRM Software it’s crucial not only to learn how experts rank it in their reviews, but also to check whether the real people and enterprises that purchased these solutions are indeed satisfied with the service. That’s why 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 presented in a simple to digest format indicating 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
CloudYogi
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular CloudYogi Alternatives
Top Competitors To CloudYogi By Price
Product name:
Price:
Trending CRM Software Reviews
8.0
100%
8.3
N/A
8.0
100%
CloudYogi Comparisons
Product name:
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?