Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

JobPRO, a job shop management and service management software, provides consistency in the costing and workflow for jobs. Manage repairs, technicians, assets, and many other things. Take control and improve visibility! Software for manufacturing companies that require better control over engineer-to order, make-toorder fabrication and/or refurbishment industries. JobPRO makes it easier to manage your small- or medium-sized manufacturing company. JobPRO is a powerful solution that allows you to quickly estimate and quote new business, manage workflows and gather the data you need in order to understand how your business works. JobPRO integrates seamlessly into your ERP system. JobPRO Cloud makes it easy to manage technician management and on-site service repairs. JobPRO Cloud allows technicians to create a quote on-site, sign for approval, and much more. JobPRO Cloud makes it easy to manage assets, including scheduled maintenance.

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) Yes 
Online Support No 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Target Integration

Founded

2008

Country

Ireland

Website

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

Vendor Details

Company Name

Unisource

Founded

1988

Country

South Africa

Website

jobpro.web.za

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

Job Shop

Billing & Invoicing No 
Capacity Management No 
Job Costing No 
Job Tracking No 
Order Management No 
Purchasing No 
Quality Control No 
Quotes / Estimates No 
Scheduling No 
Shipping Management No 
Traceability No 
Work Order Management No 

Manufacturing Execution

Document Management Yes 
Forecasting Yes 
Quality Control Yes 
Quote Management Yes 
Resource Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 
Traceability Yes 

Alternatives

Alternatives

M1 Reviews

M1

ECI Software Solutions
Rootstock Cloud ERP  Reviews

Rootstock Cloud ERP

Rootstock Software
RAPP Reviews

RAPP

Lebesgue
Genius ERP Reviews

Genius ERP

Genius Solutions
Naylor AMS Reviews

Naylor AMS

Naylor Association Solutions