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Grow Your Business with the Most Flexible CRM Application

We consider no business is same and hence CloudYogi CRM can be customised to suit your specific business needs.A CRM is useless without proper training and documentation. CloudYogi CRM comes with one to one training for you and your team, video training and full documentation. A Sales Force Automation CRM for medium to large enterprises with features such as email marketing, invoicing, and case reporting.


CloudYogi
Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

CloudYogi CRM Core Features

Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
Focus of Lead Management Feature
  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Operations Management
  • Sales Tracking
Focus of Contact Management Feature
  • Contact Import/Export
  • Lead Management
  • Reminders
  • Search/Filter
  • Segmentation
Focus of Help Desk Feature
  • Analytics & Reporting
  • Alerts
  • Customization
  • Dashboards
  • Email Integration
  • Escalation
  • Live Chat
  • Response Template
  • Ticketing Management

CloudYogi CRM Pricing

Pricing Type
  • Contact Vendor
Free Version
  • No
Free Trial
  • 30 Days Trial
Payment Frequency
  • Quote Based
Vendor pricing page

CloudYogi CRM Reviews

5.0 1 Review
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  • Most Recent
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  • Rating: low to high
Write a Review
Noreen Yusuf

CloudYogi CRM is one of the most advanced and improved CRM tools that benefit companies by automating and streamlining an array of operations.

Great software that performs very well. It has pretty much a level of options and features this help software that lets our team do the job much more efficiently. It has a powerful contact management tool. I love being able to easily answer tickets.

What was the project name that you have worked with CloudYogi CRM?

Help Desk Software

How long have you used CloudYogi CRM?

7 Months

How frequently you use CloudYogi CRM?

Daily

What do you like the most about CloudYogi CRM?

The software is good and fast to use.

Very impressive, intuitive and powerful help desk system.

Much professional and organized application.

What do you like the least about CloudYogi CRM?

No issues found, but need to add some more features.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
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