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CloudYogi REVIEW

CRM Software

No user reviews
USER SATISFACTION N/A
OUR SCORE 8.0

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.

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.

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

CloudYogi Position In Our Categories

Position of CloudYogi in our main categories:

500

CloudYogi is one of the top 500 CRM Softwareproducts

500

CloudYogi is one of the 500
CRM Software products


If you are considering CloudYogi it could also be a good idea to analyze other subcategories of Best CRM Software listed in our database of B2B software reviews.Online CRM Software, Social CRM Software, Feedback & Reviews Management Software

It's crucial to realize that hardly any software in the CRM Software category is an ideal solution that can match all the needs of various company types, sizes and industries. It may be a good idea to read a few CloudYogi reviews first as certain services can excel only in a really small group of applications or be prepared with a very specific type of industry in mind. Others may function with an intention of being easy and intuitive and therefore lack complicated features needed by more experienced users. You can also find solutions that focus on a large group of customers and provide a rich feature toolbox, however that frequently comes at a more significant cost of such a software. Ensure you're aware of your requirements so that you purchase a software that offers specifically the functionalities you look for.

How Much Does CloudYogi Cost?

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

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CloudYogi reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with CloudYogi. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

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NEGATIVE SOCIAL MENTIONS

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Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TICKETS

What are CloudYogi pricing details?

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

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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