CloudYogi CRM

CloudYogi CRM is a customer relationship management software designed to assist businesses in managing customer interactions, streamlining sales processes, and enhancing overall customer satisfaction. According to the vendor, this CRM solution is tailored for small to medium-sized businesses across various industries, including sales teams, customer service teams, marketing teams, real estate professionals, and financial services professionals.

Lead Management: According to the vendor, CloudYogi CRM enables users to capture and track leads from multiple sources, assign leads to sales representatives, monitor lead status and progress, and convert leads into opportunities or contacts.

Contact Management: The vendor claims that CloudYogi CRM allows users to maintain a centralized contact database, track contact information, communication history, and activities, categorize contacts based on industry or location, and assign tasks and follow-ups.

Opportunity Management: CloudYogi CRM is said to provide features for managing sales opportunities and tracking their progress, assigning opportunities to sales representatives, tracking sales stages, probabilities, and expected revenue, and generating sales forecasts and reports.

Sales Pipeline Management: According to the vendor, CloudYogi CRM allows users to visualize and track the sales pipeline, monitor deal progress at each stage, identify bottlenecks, prioritize sales activities, and forecast future sales based on pipeline data.

Quotation Management: The vendor states that CloudYogi CRM enables users to create and manage sales quotations, customize quotation templates, track quotation status and follow-ups, and convert quotations into sales orders.

Sales Order Management: CloudYogi CRM is claimed to provide features for creating and managing sales orders, tracking order status and fulfillment, generating invoices, managing payments, and tracking inventory levels.

Customer Support Ticketing: According to the vendor, CloudYogi CRM allows users to create and manage customer support tickets, assign tickets to support agents, track ticket status and resolution, and maintain a knowledge base for common issues.

Email Integration: The vendor claims that CloudYogi CRM seamlessly integrates with email clients, allowing users to track email conversations and associate them with contacts or opportunities, send and receive emails directly from the CRM, and automate email notifications and reminders.

Reporting and Analytics: According to the vendor, CloudYogi CRM provides customizable reports and dashboards for analyzing sales performance, lead conversion rates, and customer satisfaction. Users can track key performance indicators (KPIs) and metrics to gain insights into sales trends and customer behavior.

Mobile Access: CloudYogi CRM is said to offer mobile access, allowing users to access CRM data on mobile devices, manage leads, contacts, and opportunities on the go, stay connected with real-time updates and notifications, and capture leads and update records offline for later synchronization.