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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Oasis LMS

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

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