CloudYogi Review

CloudYogi is a cloud-based CRM (Customer Relationship Management) software designed to help you manage all your business contacts, create and maintain relationships with customers and prospects, and become fully aware of how they interact with your business and how you can use them all information to further increase your customer base and grow your business. With CloudYogi CRM you can follow and document all the communication history with your customers, like emails, SMS, phone calls and social media queries. All information is stored in a single unified location and can be accessed by you and your team anytime, from anywhere. Even if you are traveling the world, you can effortlessly monitor your business and customers in real time, seize all sales opportunities and lead your business to success. Your sales reps will have all the information they need to devise and implement effective strategies that will appeal to your customers. Plan your repetitive workflows so you can focus on other issues that require expertise and attention. CloudYogi comes with help desk management tools and features, which allow your company to manage customer complaints and queries and deal with them in an effective and timely manner.

CLOUDYOGI – TUTORIAL

In this video we see how to use this CRM software to improve the management of your business:

CLOUDYOGI – FEATURES

• Contact database: your contract directory will always be updated
• Call/record email: you will always have the log of calls received and made to customers and emails at your fingertips
• Lead and opportunity management: monitor your customers’ interaction with your activities or products
• Purchase orders and invoicing: accounting management by creating invoices and order fulfillment
• Helpdesk management: manage customer complaints and questions and deal with them effectively and promptly.