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CRM Software
CloudYogi CRM reviews and summary
CloudYogi CRM, by Target Integration, is a Sales Force Automation (SFA) CRM designed for the needs of medium to large enterprises. It provides robust tools to automate and manage the entire sales process, including lead and opportunity management, contact tracking, and sales forecasting. Enhanced with additional functionalities like email marketing, invoicing, and case reporting, it serves as a more comprehensive front-office hub. The platform is built to handle complex sales cycles, support larger sales teams, and integrate with other business systems, providing the depth and scalability required by growing organizations. This CRM is targeted at medium-sized businesses and large enterprises with established sales teams and complex processes. It is i...
Best for
This CRM is targeted at medium-sized businesses and large enterprises with established sales teams and complex processes. It is ideal for sales directors, sales operations managers, and marketing leaders in industries like manufacturing, distribution, and technology who need a powerful SFA tool with extended business capabilities.
Starting price
$5.00 Per-Month
Category
CRM Software
Vendor
Target Integration
Key takeaways
Our verdict
Our verdict is that CloudYogi CRM is a serious contender in the enterprise SFA space. Its combination of core sales automation with adjacent functions like invoicing and case management adds practical value. For larger companies seeking a scalable and functional CRM to drive sales team productivity, CloudYogi CRM offers a strong feature set.
Quick facts
CloudYogi CRM at a glance
Overall rating
5/5
Reviews
1
Starting price
$5.00 Per-Month
Vendor
Target Integration
Founded
2008
Location
Ireland
Category
CRM Software
Ratings
CloudYogi CRM ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
CloudYogi CRM pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
- Starting price is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses CloudYogi CRM?
This CRM is targeted at medium-sized businesses and large enterprises with established sales teams and complex processes. It is ideal for sales directors, sales operations managers, and marketing leaders in industries like manufacturing, distribution, and technology who need a powerful SFA tool with extended business capabilities.
Feature research
CloudYogi CRM features
These are common features buyers compare in CRM Software. Product-specific availability should be confirmed with the vendor.
Calendar/Reminder System
Helps teams coordinate dates, availability, assignments, and follow-up without moving scheduling work into a separate system.
Document Storage
Keeps important files and records close to the workflow, with easier search, review, and handoff between teams.
Email Marketing
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Internal Chat Integration
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Lead Generation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Lead Qualification
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Marketing Automation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Mobile Access
Helps buyers evaluate how access, control, and evidence are handled for sensitive or regulated work.
Quotes/Estimates
Connects money-related work with the rest of the crm process so charges, approvals, and records are easier to review.
Segmentation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Social Media Integration
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Task Management
Makes handoffs and approvals easier to follow, especially when several people need to move work from request to resolution.
Pricing
CloudYogi CRM pricing
Starting price
$5.00 Per-Month
Visit Website
Pricing model: Flat Rate
Pricing can change. Confirm current plans and terms with the vendor.
Compare
CloudYogi CRM alternatives
Compare CloudYogi CRM with other CRM Software tools that buyers often evaluate.
Dynamics 365 by Microsoft
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Nimble by Nimble
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mHelpDesk by mHelpDesk
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Pipeline by Pipeline
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Act! by Act!
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Software reviews
CloudYogi CRM software reviews
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FAQ
CloudYogi CRM FAQs
CloudYogi CRM, by Target Integration, is a Sales Force Automation (SFA) CRM designed for the needs of medium to large enterprises. It provides robust tools to automate and manage the entire sales process, including lead and opportunity management, contact tracking, and sales forecasting. Enhanced with additional functionalities like email marketing, invoicing, and case reporting, it serves as a more comprehensive front-office hub. The platform is built to handle complex sales cycles, support larger sales teams, and integrate with other business systems, providing the depth and scalability required by growing organizations.
This CRM is targeted at medium-sized businesses and large enterprises with established sales teams and complex processes. It is ideal for sales directors, sales operations managers, and marketing leaders in industries like manufacturing, distribution, and technology who need a powerful SFA tool with extended business capabilities.
CloudYogi CRM pricing is listed from $5.00 Per-Month. Pricing can change. Confirm current plans and terms with the vendor.
CloudYogi CRM is listed in CRM Software.
CloudYogi CRM is listed with Target Integration as the vendor.
Buyers often compare CloudYogi CRM with other CRM Software tools such as Zoho CRM, Dynamics 365, Pipedrive, Nimble. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for CloudYogi CRM.
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