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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
Worldox offers a robust document management system with both cloud and on-premises options tailored specifically for the legal sector. It provides a seamless and rapid way for users to access the information they require, at any time and from any location. Our latest release embodies decades of expertise in delivering top-tier document management solutions since our inception in 1988. Worldox Professional is designed to improve your capacity to organize, manage, and retrieve your information efficiently. Unlike other limited-feature web applications, Enterprise retains the familiar and user-friendly attributes of Worldox, mirroring our traditional desktop version, which eliminates the need for a learning curve or additional training. All of the functionalities that have made Worldox a favored and budget-friendly document management option are incorporated within. Furthermore, Worldox Cloud boasts an impressive array of features along with an intuitive interface, providing users with the same powerful tools found in Worldox Professional, now accessible via a cloud setup. This flexibility allows users to work efficiently, regardless of their location or device.
API Access
Has API
No
API Access
Has API
No
Integrations
BigHand Metadata Management
No
Bundledocs
No
CARET Legal
No
DocStyle
No
DocsCorp
No
Foxit PDF Editor
No
LexWorkplace
No
Orion
No
PacerPro
No
Symphony OCR
No
Integrations
BigHand Metadata Management
Yes
Bundledocs
Yes
CARET Legal
Yes
DocStyle
Yes
DocsCorp
Yes
Foxit PDF Editor
Yes
LexWorkplace
Yes
Orion
Yes
PacerPro
Yes
Symphony OCR
Yes
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
Yes
Mac
Yes
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
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
World Software
Founded
1988
Country
United States
Website
www.worldox.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
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
