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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CRM Force is an innovative cloud-based CRM solution that enables businesses to streamline the management of leads, customers, sales, employee tasks, invoicing, attendance, and communication via WhatsApp, all from a unified dashboard. By enhancing everyday business functions, it facilitates better customer follow-ups and significantly raises team efficiency. This CRM is ideal for a wide range of sectors, including startups, small and medium enterprises, agencies, healthcare providers, real estate firms, educational institutions, logistics companies, financial services, and other service-oriented businesses that aim to automate their sales and customer management tasks. Key Features: - Lead Management - Customer Management - Sales Pipeline Tracking - Invoice & Billing - Employee Task Management - Attendance Management - Field Staff Location Tracking - WhatsApp Chat Integration - Follow-up Reminders - Reports & Analytics - Multi-User Access - Secure Cloud CRM Reasons to Opt for CRM Force: - User-friendly interface - Competitive pricing - Access from anywhere via the cloud - Quick installation process - Robust data security - Reliable customer support - Six-month complimentary trial for new users to explore its capabilities and benefits.

Description

Cloud Yogi CRM enhances your management of customers and sales with its user-friendly interface. This platform provides numerous advantages for businesses by automating and refining various tasks, including project oversight, vendor coordination, client relationship management, sales tracking, complaint resolution, inventory oversight, and much more. Suitable for small to medium-sized enterprises, Cloud Yogi CRM adapts seamlessly to diverse business environments. Moreover, its mobile application allows users to remain connected on the move! The system is easy to implement as it requires no client software installation. With just an internet connection, users can access their data from anywhere. The cloud-based nature of the service ensures that data remains safe, secure, and readily available. Additionally, it can be effortlessly integrated with various third-party applications. Comprehensive documentation is available, and while the Target Integration team offers training, Cloud Yogi provides video tutorials and written materials to ensure you utilize the CRM effectively. This makes onboarding smoother and enhances user confidence in managing their operations efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CRM Force

Founded

2014

Country

India

Website

crmforce.in/

Vendor Details

Company Name

Target Integration

Founded

2008

Country

Ireland

Website

targetintegration.com/products/cloud-yogi-crm/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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