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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
As a premier cloud-based solution for workforce management, Pegasus provides valuable insights, connects your network, and prioritizes the safety of your workforce on location. With our user-friendly software, you can effectively manage risks, enhance productivity, and maintain compliance. Accelerate the verification process for your contracting companies to ensure quality and mitigate risks even before work commences. It’s essential to guarantee that the firms representing you uphold your standards for excellence. Additionally, safeguard worker safety while efficiently overseeing skills and ongoing compliance. Have confidence that your employees are consistently operating with full competency and safety. You can seamlessly train and onboard your workforce, no matter where they are located. Transitioning to online learning can lead to immediate cost savings for your distributed workforce. Take charge of your workforce's safety and efficiency by ensuring that only qualified workers with valid ID cards have access to your sites and projects, thereby providing you with real-time visibility into who is present and their activities. This comprehensive approach not only enhances operational control but also fosters a culture of safety and accountability within your organization.
API Access
Has API
No
API Access
Has API
No
Integrations
Clui
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
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
Yes
iPad App
Yes
Android App
Yes
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
Avetta
Founded
2003
Country
United States
Website
pegasus.net.au
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
Contractor Management
Contractor Database
Yes
Insurance Tracking
Yes
License Tracking
No
Permit Tracking
No
Skills & Competencies
Yes
Task Management
No
Work Hour Tracking
Yes
Workforce Management
Budgeting & Forecasting
No
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
No
Skills Tracking
No
Time & Attendance
No
Variable Workforce
No
