Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Naylor's cloud-based association management software is designed to integrate and manage your member data. Our powerful AMS and other related services will keep you focused on your mission.
Our cloud-based management software is ideal for small and medium-sized associations. Our AMS is flexible and easy to use. It offers membership management, job boards, website management, and dues management.
Our platform can be integrated for free or at a low cost to suit your staff's tech preferences. Naylor Marketplace has add-ons by top-of-the-line third-party software vendors that allow you to customize your AMS with apps you already love, or to adopt to run your association more efficiently. Our integrations allow you to create the perfect AMS suite.
Naylor's concierge implementation is the best because it includes on-site configuration, training and support so your team can immediately start to reap the benefits of your ASM.
API Access
Has API
API Access
Has API
Integrations
Oasis LMS
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
Target Integration
Founded
2008
Country
Ireland
Website
targetintegration.com/products/cloud-yogi-crm/
Vendor Details
Company Name
Naylor Association Solutions
Founded
1969
Country
United States
Website
naylor.com/ams
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
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management