Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Chakra Sales CRM is a sales-oriented software tailored for small businesses to organize and streamline their sales process. Easy to set up and use, user-friendly interface to operate, workflow automation to increase efficiency and speed, and no-code configurations to customize in a self-service manner, Chakra offers ease of use, flexibility, and effective workflow automation to boost speed and productivity.
Teams can instantly start by plugging in the lead generation sources, connecting their email and calling apps, creating a custom sales pipeline, and setting up reminders and automated tasks. Advanced setups like API or webhook integrations, WhatsApp Connect, calendar sync, Lead nurturing workflows, and automated assignment of leads can be easily configured by teams. With customization in layout, user access, custom reports, and notifications, Chakra gives great flexibility to teams to build a solution to suit their needs.
Trusted by over 8000+ users and over 150 organizations across industries, Chakra Sales CRM helps boost revenue by managing sales, marketing, and support operations.
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
Yes
API Access
Has API
No
Integrations
Exotel
Yes
Facebook
Yes
Gmail
Yes
Google
Yes
Instagram
Yes
Kaleyra
Yes
Knowlarity
Yes
Twilio
Yes
WhatsApp
Yes
Integrations
Exotel
No
Facebook
No
Gmail
No
Google
No
Instagram
No
Kaleyra
No
Knowlarity
No
Twilio
No
WhatsApp
No
Pricing Details
$99/All Users/month
Unlimited Users
All Features
Leads, Deals, Contacts, Companies
Multiple Process & Pipeline
AI Settings: Call Transcript, Chatbot
Mobile App (iOS, Android)
Email, Chat, WhatsApp, Telephony Integrated
Social Media Leads Integration
Automations: Assignment, Workflows
Pipeline Management: Multiple Processes & Pipelines
Reporting: Custom Dashboards
All Features
Leads, Deals, Contacts, Companies
Multiple Process & Pipeline
AI Settings: Call Transcript, Chatbot
Mobile App (iOS, Android)
Email, Chat, WhatsApp, Telephony Integrated
Social Media Leads Integration
Automations: Assignment, Workflows
Pipeline Management: Multiple Processes & Pipelines
Reporting: Custom Dashboards
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ChakraHQ
Founded
2019
Country
India
Website
chakrahq.com
Vendor Details
Company Name
Target Integration
Founded
2008
Country
Ireland
Website
targetintegration.com/products/cloud-yogi-crm/
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes