CloudYogi CRM

CloudYogi CRM helps your sales teams to manage their sales leads, looks after customer services and hence increases the chances of closing a new lead as well retaining old one.

Introduction to CloudYogi CRM

CloudYogi CRM can be customised to suit your specific business needs. Any CRM tool don’t give 100% without proper training and documentation. CloudYogi CRM has provision of one to one training for you and your team, video training and full documentation. Integrate with third party applications and your existing software and hardware in the business.

Key Features of CloudYogi CRM

1. Contacts Management
2. Call/Email Record
3. Lead Management
4. Opportunity Management
5. Products/Services Management
6. Quotation Management
7. SMS Integration
8. Purchase Orders
9. Invoicing
10. Helpdesk Management
11. Document Management
12. Unlimited Support Tickets