CloudYogi CRM 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.

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Pricing

Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Target Integration
Year Founded:
2008
Headquarters:
Ireland
Website:
targetintegration.com/products/cloud-yogi-crm/

Media

CloudYogi CRM Screenshot 1
CloudYogi CRM Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Live Rep (24/7)
Online Support

CloudYogi CRM Features and Options

CRM Software

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

CloudYogi CRM User Reviews

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