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CloudYogi CRM

5.0 (1 Review)|Write a Review|Unclaimed profile

Deployment

WindowsWeb-based

Best for

SmallMediumLarge

Overview

About CloudYogi CRM

We believe no two businesses are the same, and hence CloudYogi CRM can be customized to suit your specific business needs. A CRM is useless without proper training and documentation. CloudYogi CRM comes with one-to-one training for you and your team, video training, and full documentation. A Sales Force Automation CRM for medium to large enterprises with features such as email marketing, invoicing, and case reporting.

At a glance

Software information

Industries served, licensing and the support CloudYogi CRM provides.

Licensing

  • Quote Based
  • Free trial

Support

  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Review analytics

What customers report

5.0
Based on 1 verified review
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money5.0
Integrations4.0

What users like the most

  • The software is good and fast to use.
  • Very impressive, intuitive and powerful help desk system.
  • Much professional and organized application.

What users like the least

  • No issues found, but need to add some more features.

What users say

Review Analytics of CloudYogi CRM

Every review is verified through Goodfirms before it's published.

5.01 Verified Review
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money5.0
Integrations4.0
Review Summary
Drawn from 1 verified reviews
The software is good and fast to use.Very impressive, intuitive and powerful help desk system.Much professional and organized application.
Detailed Reviews of CloudYogi CRM
Sort ByWrite a Review
Noreen YusufVerified Review
Posted on Jan 16, 2023

“CloudYogi CRM is one of the most advanced and improved CRM tools that benefit companies by automating and streamlining an array of operations.”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money5.0
Integrations4.0
Great software that performs very well. It has pretty much a level of options and features this help software that lets our team do the job much more efficiently. It has a powerful contact management tool. I love being able to easily answer tickets.

Capabilities

CloudYogi CRM features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation

Lead Management Software

  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Operations Management
  • Sales Tracking

Contact Management Software

  • Contact Import/Export
  • Lead Management
  • Reminders
  • Search/Filter
  • Segmentation

Help Desk Software

  • Analytics & Reporting
  • Alerts
  • Customization
  • Dashboards
  • Email Integration
  • Escalation
  • Live Chat
  • Response Template
  • Ticketing Management

Plans

CloudYogi CRM pricing

Free Version
No
Payment Frequency
Quote Based
Free Trial
30 Days
Vendor pricing page

Media

Screenshots & video

CloudYogi CRM screenshot

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