Name: CloudYogi CRM
Price: 5 USD
Author: Target Integration

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Version Control

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Crypto Tax

Spend Management

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

API Management

Asset Tokenization

Cloud Storage

Component Content Management

Fraud Detection

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Load Testing

Managed Public Cloud Infrastructure

Migration

Network Performance Monitoring

Penetration Testing

Privileged Access Management

Relational Database Management Systems

Remote Monitoring and Management

Secure Email Gateway

Software Components

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Data Cleansing

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Point of Sale

Revenue Operations

Sales Forecasting

Sales Pipeline

Sales

Car Rental

Church Management

Commercial Drone

Construction Accounting

Geographic Information

Insurance Agency Management

Physical Therapy

Retail Execution

Vertical-Specific

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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.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

CloudYogi CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Target Integration

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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CloudYogi CRM

Overview

What is CloudYogi CRM?