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Ratings and Reviews 0 Ratings
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LiveFile360, our comprehensive document management solution for enterprises, seamlessly connects with enVisual CRM360. This integration allows your documents to be associated with enVisual entities such as individuals, companies, and trusts. Additionally, you can leverage metadata to enhance your search efficiency. With LiveFile360, users benefit from rapid and secure search capabilities that operate across any worldwide cloud network, ensuring accessibility and reliability for your document needs. This integration greatly streamlines workflows and improves collaboration within your organization.
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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.
Integrations Supported
API Availability
Has API
API Availability
Pricing Information
£40/month/user
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Windows
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Customer Service / Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
enSynergy Professional Services
Date Founded
1994
Company Location
United Kingdom
Company Website
www.myenvisual.com/livefile360freetrial
Company Facts
Organization Name
Target Integration
Date Founded
2008
Company Location
Ireland
Company Website
targetintegration.com/products/cloud-yogi-crm/
Categories and Features
Compliance
Not specified
Document Collaboration
Access Control / Permissions
Chat / Messaging
Cloud Storage
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Search
User Tagging
Version Control
Workflow / Approval Process
Document Control
Not specified
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control
Document Version Control
Not specified
Financial CRM
Not specified
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