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What is YV One?

YV One is a cloud-based platform specifically designed to meet the customer relationship management and operational requirements of wellness centers, including those that specialize in Ayurveda, yoga, naturopathy, Panchakarma, and holistic health approaches. This innovative platform allows teams to effectively manage potential clients from their first inquiries through to appointment scheduling, treatment sessions, and ongoing client engagement, featuring tools such as lead tracking, lifecycle management, automated follow-ups, and an efficient booking system. In addition, it provides operational functionalities like monitoring occupancy levels, tracking treatment progress, scoring leads, and visualizing revenue, while also accommodating access for various staff members across multiple locations. Tailored particularly for the wellness industry, YV One merges client interactions, appointment management, and daily operational responsibilities into a cohesive and intuitive interface. Furthermore, its tailored workflows incorporate automation for communication through WhatsApp and phone calls, which significantly enhances client engagement and operational efficiency. This all-encompassing solution not only aims to streamline processes but also seeks to enrich the overall experience for both clients and wellness staff alike, fostering a more connected and efficient environment. By utilizing YV One, wellness facilities can ensure a higher level of service and satisfaction for their clientele.

What is CRMSix?

CRMSix serves as a multifunctional cloud-based customer relationship management solution that harmonizes sales and support activities on a single platform. It provides support teams with essential tools for case management, live chat engagement, customer interaction oversight, and the development of knowledge-base content, while also equipping sales teams to track contacts, leads, pipeline developments, quotes, invoices, and sales forecasts. By consolidating customer records, it integrates service histories with sales operations and offers tailored workflows to optimize routine tasks and follow-ups. The platform is further enhanced by AI-driven assistants, robust analytical reporting capabilities, access controls tailored to specific roles, and thorough audit logs. Tailored for organizations with customer-facing personnel, it fosters a collaborative workspace for resolving inquiries, pursuing sales prospects, and cultivating customer relationships. Moreover, administrators benefit from a well-documented API and Model Context Protocol (MCP) support, allowing for smooth integration with external tools and boosting the platform's flexibility for diverse business requirements. This comprehensive approach ultimately empowers teams to collaborate effectively, thereby enhancing the overall customer experience. In an increasingly competitive market, such adaptability can significantly improve an organization's ability to meet customer needs.

Media

No images available

Media

Integrations Supported

WhatsApp

Integrations Supported

Claude
Google Calendar
Google Tasks
Microsoft Entra ID
Model Context Protocol (MCP)
Okta
Razorpay
Stripe

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$12/user/month
Starter costs $12 per user per month, billed annually. Growth costs $20 per user per month, billed annually. A 14-day free trial is available.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard 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

Yogic Verse

Company Website

yvcrm.yogicverse.com

Company Facts

Organization Name

CRMSix

Date Founded

2018

Company Location

India

Company Website

crmsix.com

Categories and Features

CRM

Not specified

Categories and Features

CRM

Not specified

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