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Average Ratings 3 Ratings

Total
ease
features
design
support

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

Individuals, small and medium-sized businesses, all the way up to corporations. We can help you get rid of all paperwork and close deals faster. Whatever type of document you need to sign, we can help you take control of your digital work by securely managing your documents in the cloud. You can focus on the most important parts of your business and increase sales and proposal paperwork. Close deals faster and save money. You can ensure legally binding signatures, reduce document turnaround times, save man-hours, and preserve nature all at once. Xodo Sign is configured to allow simultaneous work and will instantly improve your document-related workflow. Customers can sign on their own tablet, mobile, or PC. This is useful for NDAs, quick registrations, etc. You can create templates for the most commonly used forms and contracts, share them with your team, and reduce the time it takes to draft them.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
Dropbox
Evernote
Formstack Documents
Google Drive
ISPolitical
KonnectzIT
Microsoft OneDrive
Plumsail Documents
Stackreaction
Teamstack
Wufoo
Zapier
iSmartRecruit
iText

Integrations

Box
Dropbox
Evernote
Formstack Documents
Google Drive
ISPolitical
KonnectzIT
Microsoft OneDrive
Plumsail Documents
Stackreaction
Teamstack
Wufoo
Zapier
iSmartRecruit
iText

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$9.99 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

Apryse

Country

Canada

Website

eversign.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

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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