Name: YetiForce CRM
Rating: 9 (1 reviews)
Author: YetiForce

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Functional Testing

Product Analytics

Text Editors

Version Control

Development

Student Management

Education

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Corporate Social Responsibility (CSR)

Enterprise Feedback Management

Enterprise Search

Online Notary

Enterprise

Accounting

Hedge Fund

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

Configuration Management

Converged Network Adapters (CNAs)

Data Center Cooling

Density-Optimized Servers

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Privileged Access Management

Remote Desktop

SaaS Backup

Software Components

Storage as a Service (STaaS)

System Monitoring

Unified Communications Monitoring

User Virtualization

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Data Cleansing

Digital Experience Intelligence

Email Deliverability

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Waste Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Sales Enablement

Sales

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Awards Management

Direct Secure Messaging

Loan Servicing

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Vtiger

Odoo

HubSpot CRM

HubSpot

Sage CRM

Sage

Really Simple Systems

Salesmate

Rapidops, Inc.

Creatio

Pobuca

Pobuca Ltd

Contactually CRM (discontinued)

Discontinued Products

OroCRM

SuiteCRM

Sugar Sell (SugarCRM)

### Hosting and Cloud Solutions
Users generally express mixed opinions about YetiForce CRM's hosting and cloud solutions capabilities. While some appreciate the flexibility and customization options that come with using the CRM on shared hosting accounts, others find the pricing structure prohibitive for smaller businesses with limited budgets. The ability to access the CRM from anywhere and at any time is seen as a positive aspect, but challenges arise when trying to meet the minimum requirements on certain shared hosting platforms. Despite the potential for collaboration and integration across the cloud, concerns about support for open source and responsiveness to reported issues have been raised by users. The security features and ease of use offered by YetiForce CRM as a built-in solution are acknowledged, with the option for free use or hosting through YetiForce itself being highlighted as a positive aspect in terms of security.

### User Experience and Interface
Users generally appreciate the user-friendly interface and customization options offered by YetiForce CRM, although there are concerns about the complexity of certain tools and the lack of comprehensive documentation. The system's cloud-based nature allows for easy access to reports from anywhere, enhancing its usability. However, the incomplete Spanish translation and outdated documentation present challenges for new users, requiring additional effort to navigate the platform effectively. Despite these drawbacks, users find the interface to be visually appealing and responsive across different devices, contributing to a positive overall user experience.

### Integration and Modules
Users have expressed a range of opinions on YetiForce CRM's integration and modules capabilities. While some users appreciate the platform's ability to customize and integrate various tools to suit their CRM needs, others have highlighted challenges such as the need for multiple modules to be activated and issues with email integration. Additionally, concerns have been raised about the lack of comprehensive documentation for configuring modules and integrating the system, as well as the need for better reporting tools and organized ways for users to request new modules and integrations. Despite these challenges, some users see potential in integrating YetiForce CRM with their website in the future, once implementation is complete.

### Customer Management
Users consistently praise YetiForce CRM's customer management capabilities. They highlight the system's effectiveness in organizing client interactions, tracking customer contact history, and managing customer-related information efficiently. The ability to customize and tailor the platform to fit existing processes has been a key factor in its widespread adoption among both new and seasoned staff members. Additionally, users appreciate the clear logistical chain and synergies facilitated by workflows, which streamline interactions between sales and support teams. The platform's feature-rich functionalities, such as generating PDF documents and managing the history of customer interactions, have been instrumental in enhancing customer management processes.

### Lead Management
Users generally praise YetiForce CRM's lead management capabilities for streamlining the marketing process and enhancing interactions within the ecosystem of suppliers, leads, customers, and sales force. The dynamic nature of the platform facilitates better communication and faster interactions, as noted by clients in trial groups. Additionally, users appreciate the ability to manage both leads and active accounts efficiently, leveraging automated emails and reminders to stay engaged with their audience.

### Sales and Marketing
Users consistently highlight YetiForce CRM's sales and marketing functionalities as key strengths of the platform. They appreciate the system's ability to streamline sales processes, enhance marketing campaigns, and provide valuable insights into customer interactions. The intuitive nature of the software and its customization options have garnered positive feedback, making it a preferred choice for businesses looking to optimize their sales and marketing strategies.

### Documentation and Support
Users generally express frustration with YetiForce CRM's documentation and support capabilities. The consensus among reviewers is that the documentation provided is lacking, with multiple users highlighting issues such as poor organization, outdated content, and incomplete information. Many users find the learning curve steep due to the insufficient documentation, leading to a challenging experience when trying to configure modules or integrate the system. Additionally, the lack of video tutorials is noted as a hindrance to understanding the CRM's functionalities effectively. Users recommend improvements in documentation quality and the availability of more comprehensive support resources to enhance the user experience with YetiForce CRM.

Users commonly recommend trying out the demo first to see if YetiForce meets their needs. It allows them to assess the CRM features provided before committing to it.

Some reviewers suggest using something else if you are a small to medium-sized team without an IT department. They highlight potential challenges in implementing and managing the system without dedicated technical support.

Other users highly recommend YetiForce as a free CRM solution that offers all the necessary features. They mention the abundance of information available on GitHub, which can be leveraged to get started effectively.

Versatile and Adaptable: Many users have found YetiForce CRM to be a versatile and adaptable tool that aligns well with their system and budget management strategies. They appreciate the ability to customize and modify the software according to their specific needs.

User-Friendly and Easy to Navigate: The ease of installation and absence of complications were praised by users, who found the system user-friendly and easy to navigate. This makes it convenient for users to quickly learn and utilize the features of YetiForce CRM.

Effective Project Management Tool: Users appreciate the ability to track milestones and monitor time and budget details from start to end, making YetiForce CRM an effective tool for project management processes. It provides a centralized system for managing projects, enhancing efficiency in planning, execution, and monitoring.

Cons:
1. Complex CRM with Limited Instructions: Some users have found the amount of tools and integration in the CRM complex, especially for those without experience in this type of software. They suggest providing more comprehensive instructions to make it easier to navigate.
2. Tricky User Interface: Several users mentioned that the application is tricky to use at first, making it harder for new users. It takes a while to get used to the interface and configure the CRM, which can be daunting and confusing.
3. Lack of Integration and Mobile Support: Users have expressed disappointment over the lack of integration with Google Contacts and Calendar, as well as the absence of a portal module for clients. Additionally, some users feel that the UI design responsiveness could be improved for mobile phones and have suggested having a mobile version or app available.

YetiForce is a versatile CRM tool that has been widely praised for its ability to enhance communication with clients and facilitate comprehensive business analysis. Users have found the software to be innovative and helpful in promoting various tasks within the system, ultimately leading to positive effects on their overall business approach. One area where YetiForce excels is in marketing campaigns, as it enables users to improve visual aspects and customize functions according to their specific needs. Additionally, the software offers robust features such as measuring customer interactions, managing leads, tracking contacts and clients, and maintaining a complete client contact history for effective follow-up. It has been successfully implemented in small businesses as well as government administration offices, indicating high user acceptance across different sectors. Beyond CRM functionalities, YetiForce has proven valuable for project monitoring and optimizing costs. Users appreciate its features, fast display, automation capabilities, and customization options that allow the creation of automatic alerts and seamless communication with customers. Furthermore, YetiForce's integration into other systems and collaboration abilities make it a notable choice for organizations seeking a reliable CRM solution. While some users have encountered challenges during the setup process, many have experienced numerous benefits from using YetiForce, making it an excellent tool that surpasses other CRM platforms available in the market.
Overall, users have had positive experiences with YetiForce and find it to be an amazing tool that improves work efficiency, provides control over customer service processes, and grants quick access to customer data. The software's customization options, regular bug fixes, and ongoing improvements contribute to users' satisfaction. Those who have used YetiForce for lead management, customer support, task management, and other business processes have recommended it to others due to its effectiveness in streamlining operations and increasing productivity. The free-to-use aspect of YetiForce is another advantage that users value. Although there are some minor issues like difficulties in customizing drop-down lists or navigating through aspects of the software interface, the overall consensus is that YetiForce is a highly capable CRM solution that has garnered significant user acceptance. As users eagerly await the next release, YetiForce remains their preferred choice for comprehensive client management and seamless business operations.

YetiForce CRM

Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.

One Professional - Standard

One Enterprise - Standard

One Professional - Single App

One Enterprise - Single App

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

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.

Likelihood to Recommend

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Social CRM

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Mobile access

YetiForce

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

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

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

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

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

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

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

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.

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

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

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

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.

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

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

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

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

This includes automated invoice creation and billing.

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

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

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

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

Users can create reports and dashboards unique to their needs.

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

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

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

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.

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

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

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

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

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.

YetiForce CRM

Overview

What is YetiForce CRM?