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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 Chakra Sales CRM?

Chakra Sales CRM is specifically designed for small businesses, facilitating the organization and enhancement of their sales processes. With a user-friendly interface that is both easy to set up and operate, it provides workflow automation that improves efficiency and speed, alongside no-code configurations for self-service customization. This platform not only ensures ease of use but also offers the flexibility and effective automation necessary to elevate productivity and accelerate sales efforts. Users can seamlessly begin by integrating lead generation sources, connecting their email and calling applications, creating tailored sales pipelines, and establishing reminders and automated tasks. Moreover, teams can configure advanced features such as API or webhook integrations, WhatsApp Connect, calendar synchronization, and lead nurturing workflows with automated lead assignments. The ability to customize layouts, user access, reports, and notifications further empowers teams to tailor the CRM to their specific requirements. With the trust of over 8,000 users and more than 150 organizations spanning various industries, Chakra Sales CRM significantly enhances revenue through effective management of sales, marketing, and support operations. As a result, it stands as a vital tool for businesses looking to optimize their sales strategies and improve overall performance.

Media

Media

Integrations Supported

Integrations Supported

Exotel
Facebook
Gmail
Google
Instagram
Kaleyra
Knowlarity
Twilio
WhatsApp

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$99/All Users/month
Unlimited Users
All Features
Leads, Deals, Contacts, Companies
Multiple Process & Pipeline
AI Settings: Call Transcript, Chatbot
Mobile App (iOS, Android)
Email, Chat, WhatsApp, Telephony Integrated
Social Media Leads Integration
Automations: Assignment, Workflows
Pipeline Management: Multiple Processes & Pipelines
Reporting: Custom Dashboards
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online 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

ChakraHQ

Date Founded

2019

Company Location

India

Company Website

chakrahq.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

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

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