CloudYogi CRM

Grow Your Business with the Most Flexible CRM Application

5.0 1 Reviews
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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.


Screenshot & Video



  • Cloud Hosted
  • Web-based
  • Windows

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

CloudYogi CRM Core Features


  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation

Lead Management

  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Operations Management
  • Sales Tracking

Contact Management

  • Contact Import/Export
  • Lead Management
  • Reminders
  • Search/Filter
  • Segmentation

Help Desk

  • Analytics & Reporting
  • Alerts
  • Customization
  • Dashboards
  • Email Integration
  • Escalation
  • Live Chat
  • Response Template
  • Ticketing Management

CloudYogi CRM Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page
  • 30 Days Trial

CloudYogi CRM Reviews

5.0 1 Reviews
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CloudYogi CRM is one of the most advanced and improved CRM tools that benefit companies by automating and streamlining an array of operations.

Rating Breakdown

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

Review Summary

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.

Which features have you used in CloudYogi CRM?

Help Desk Software

How long have you used CloudYogi CRM?

7 Months

How frequently you use CloudYogi CRM?


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.

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