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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cloud Yogi CRM enhances your management of customers and sales with its user-friendly interface. This platform provides numerous advantages for businesses by automating and refining various tasks, including project oversight, vendor coordination, client relationship management, sales tracking, complaint resolution, inventory oversight, and much more. Suitable for small to medium-sized enterprises, Cloud Yogi CRM adapts seamlessly to diverse business environments. Moreover, its mobile application allows users to remain connected on the move! The system is easy to implement as it requires no client software installation. With just an internet connection, users can access their data from anywhere. The cloud-based nature of the service ensures that data remains safe, secure, and readily available. Additionally, it can be effortlessly integrated with various third-party applications. Comprehensive documentation is available, and while the Target Integration team offers training, Cloud Yogi provides video tutorials and written materials to ensure you utilize the CRM effectively. This makes onboarding smoother and enhances user confidence in managing their operations efficiently.

Description

Affordable training and course management software that won’t break the bank allows you to pay only for the features you need, with flexible monthly payment options as your business expands. You can oversee every aspect of your courses from inception to completion, effectively managing trainers, learner-delegates, and venues through robust core functionalities. Gain valuable insights into your customers and overall business performance, as the software integrates prospecting, marketing, sales, and support for a seamless experience. With cloud-based accessibility, you can manage your training operations from anywhere, as long as you have an internet connection, ensuring that your data remains securely backed up at all times. Additionally, you can enhance security by limiting access to specific IP addresses and designated times. Retrieve learner performance results in mere seconds using our online platform, and create custom performance reports tailored to your company's needs in just minutes, with the option to easily export this information. This comprehensive approach not only streamlines management processes but also empowers your organization to respond swiftly to training needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Target Integration

Founded

2008

Country

Ireland

Website

targetintegration.com/products/cloud-yogi-crm/

Vendor Details

Company Name

ElementaryAdmin

Founded

2009

Country

United Kingdom

Website

elementaryadmin.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

Training

Academic / Education Yes 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Built-in LMS Yes 
Certification Management Yes 
Corporate / Business Yes 
Learner Portal Yes 
Mobile Learning No 
Simulation No 
Synchronous Learning No 
Training Companies Yes 
eCommerce Yes 

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