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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

Enhance engagement while minimizing reactive measures by empowering your contact center to facilitate customer interactions across all channels. By integrating a unified interface for your agents, you can boost productivity and ensure your customers receive the level of support they deserve, whether through voice calls or messaging applications. Keep your customers well-informed and offer self-service options that allow them to resolve issues independently. When necessary, enable a smooth transition of conversations, maintaining full context, to live agents who can provide personalized assistance. Additionally, incorporate virtual customer agents into your service framework to handle routine inquiries, ensuring around-the-clock support. Design an IVR journey that allows customers to effortlessly switch to messaging channels, enabling them to self-serve or engage with agents whenever they prefer. Some inquiries demand immediate attention; therefore, it's crucial to identify high-priority and complex customer issues and quickly route them to agents for resolution. Since customer interactions can occur across various platforms, easily transition a chat discussion to a phone call or a video call for prompt assistance. By embracing these strategies, your contact center will not only enhance efficiency but also foster deeper connections with customers.

Description

Designed for the needs of wellness and healthcare facilities, Wellness CRM brings customer management and operational workflows together. Businesses can track prospective clients, maintain patient records, manage consultations, coordinate accommodation and package bookings, and handle billing and insurance claims. With room occupancy tracking, digital prescriptions, payment records, and reporting capabilities, the platform gives teams a more structured way to oversee daily responsibilities. It is suitable for wellness retreats, yoga centers, naturopathy facilities, clinics, and hospitals looking to improve workflow visibility and service coordination.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CallerDesk No 
Facebook No 
Facebook Ads No 
Facebook Marketplace No 
Tata Tele Business Services No 
Webex Campaign Yes 
Webex Connect Yes 
Webex Notify Yes 
WhatsApp No 

Integrations

CallerDesk Yes 
Facebook Yes 
Facebook Ads Yes 
Facebook Marketplace Yes 
Tata Tele Business Services Yes 
Webex Campaign No 
Webex Connect No 
Webex Notify No 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

13.17
Wellness CRM by Yogicverse offers flexible subscription plans for wellness businesses, with monthly and annual billing options to suit different business needs.
Free Trial Yes 
Free Version 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 

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) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cisco

Founded

1984

Country

United States

Website

cpaas.webex.com/products/webex-engage

Vendor Details

Company Name

Yogic Verse

Website

yvcrm.yogicverse.com

Product Features

Customer Communications Management

Batch Communications No 
Chat / Messaging No 
Content Management No 
Email Distribution No 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization No 
Print Management No 
Template Management No 
Video Content No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management No 

IVR

Call Center No 
Call Logging No 
Call Recording No 
Call Routing No 
Multiple Scripts No 
Phone Key Input No 
Survey Management No 
Text to Speech No 
Voice Customization No 
Voice Mail 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 

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