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What is CloudYogi CRM?

Cloud Yogi CRM simplifies customer and sales management through its intuitive interface, making it easier for businesses to operate effectively. This innovative platform offers a wide range of benefits by automating and optimizing essential functions, such as project management, vendor relations, client interactions, sales monitoring, issue resolution, inventory management, and more. It is particularly well-suited for small to medium-sized businesses, adapting effortlessly to various operational settings. Additionally, the mobile app ensures users stay connected, no matter where they are. The system is designed for straightforward implementation, requiring no client software installation, allowing users to access their information from any location with an internet connection. Its cloud-based architecture guarantees that data is protected, secure, and always accessible. Furthermore, it easily integrates with numerous third-party applications, broadening its functionality. Extensive documentation is provided, and while the Target Integration team offers training sessions, Cloud Yogi also supplies video tutorials and written guides to help users maximize their CRM experience. This comprehensive support not only streamlines the onboarding process but also boosts user confidence in managing their business operations effectively. As a result, organizations can expect improved efficiency and productivity as they leverage the full potential of the Cloud Yogi CRM.

What is Bizstim?

Bizstim offers a comprehensive cloud-based management software designed specifically for small and medium-sized enterprises. This powerful solution assists businesses in handling scheduling, reminders, invoicing, accounting tasks, and sales oversight effectively. Many clients of Bizstim experience a remarkable return on investment ranging from four to eight times within just the first month of use. Our customer relationship management (CRM) software is not only efficient but also a potential profit generator for your business! We invite you to discover how you can enhance your revenue through a simple phone call or by trying out our software with a complimentary trial. For additional information, feel free to visit our website or reach out to us via our toll-free number to start a conversation about your business needs.

Media

Media

Integrations Supported

Microsoft Excel
PayPal
QuickBooks Online
Sage Accounting
Stripe
Twilio

Integrations Supported

Microsoft Excel
PayPal
QuickBooks Online
Sage Accounting
Stripe
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$7.99/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Target Integration

Date Founded

2008

Company Location

Ireland

Company Website

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

Company Facts

Organization Name

Bizstim Software Solutions

Date Founded

2015

Company Location

Canada

Company Website

www.bizstim.com

Categories and Features

CRM

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

Categories and Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Chiropractic

Appointment Management
Billing & Invoicing
Claims Management
EHR Certified
Outcome Assessments
Patient Account Management
Patient Records
SOAP Notes

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

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

Occupational Therapy

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Records
Patient Registration
Patient Scheduling
Practice Management
Progress Tracking

Physical Therapy

Activity Monitoring
Appointment Management
Assessments
Billing & Invoicing
Exercise Management
Insurance Management
Multi-Location
Patient Records
Practice Management
Progress Notes
Treatment Plans

Speech Therapy

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Scheduling
Progress Tracking
SOAP Notes

Tutoring

Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports

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