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
Tidy3 is an innovative, cloud-based business management platform specifically crafted for small and medium-sized businesses, aiming to replace disorganized spreadsheets and disparate tools with a cohesive system that enhances operations in sales, inventory, and customer management. It offers a diverse range of core products, such as CRM, Quote, Commerce, Catalog, Stock, and Work, which can function independently or be integrated to form a comprehensive and unified workflow customized for each organization. By centralizing customer data, communications, product details, pricing, and inventory into a single platform, it provides complete visibility over the customer journey, facilitates straightforward lead tracking, and ensures consistent pipeline reporting. This system empowers teams to quickly produce precise quotes, handle intricate product configurations, and unify orders, pricing models, and customer information within one user-friendly interface. Moreover, Tidy3's modular design allows businesses to adapt and expand their tools as they grow, ensuring continued efficiency and scalability.
API Access
Has API
API Access
Has API
Integrations
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per month
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
Tidy3
Founded
2010
Country
New Zealand
Website
tidy3.com
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
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
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
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management