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Keep a tab on your business wherever you go

Cloud Yogi CRM boosts your customer and sales management by providing an easy to use interface.

Cloud Yogi CRM benefits companies by automating and streamlining an array of operations including project management, vendor management, client relationship management, sales management, complaint management, inventory management and much more.

Cloud Yogi CRM is versatile and fits the business environment of all small and medium-sized companies.

Further, Cloud Yogi CRM can also be accessed through its mobile app, thus keeping you connected wherever you go!

Here are some reasons why Cloud Yogi CRM is a perfect pick for businesses:

  • Easy to deploy with no client software to install
  • Access anywhere with only an internet connection
  • Cloud based ensures safe, secure & easily accessible data
  • Can be easily integrated with a range of third party apps

How can it Help You?

Supportive customer care team

Cloud Yogi CRM is fully documented, Although the Target Integration team is here to train you, Cloud Yogi ensures that you get the CRM right with the help of video training and documentation.

Dynamics 365 Specialized Training

Powerful Contact Management

Cloud Yogi CRM takes care of your customer relationships to a great extent. It has a powerful contact management system which keeps all communication with your clients and customers all in one place.

Workflow Automation

Cloud Yogi CRM improves performance and takes productivity to a higher level through its robust workflow management. Businesses can automate any repetitive tasks and program the CRM to take repetitive actions on a certain event.

Easy to integrate

Easily augment the functionality of Cloud Yogi CRM by integrating it seamlessly with third parties through an auto-generated API. Further, Cloud Yogi CRM is scalable and can be customized as per your business needs.

Help Desk Management

Boost your relationship with your customers with a powerful help desk management. Cloud Yogi CRM helps you in tracking all the issues/grievances and feedback of your clients and customers. It also keeps you updated on the status of complaints.

Better opportunity management

Cloud Yogi CRM provides you with a better control over lead management. It facilitates businesses by helping them in tracking leads by status, salesperson, value and by defining custom fields.

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