Base CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contacts Database
- Call/Email Record
- Lead Management
- Opportunity Management
- Products/Services Management
- Quotation Management
- SMS Integration
- Purchase Orders
- Invoicing
- Helpdesk Management
- Document Management
Pricing Info
Pricing Info
CloudYogi offers three plans that will suit varying needs and budget. Contact CloudYogi for their complete enterprise pricing details and other product information.
Silver
- Contacts Database
- Call/Email Record
- Lead Management
- Opportunity Management
- Products/Services Management
- Quotation Management
- SMS Integration
- 3 Support Tickets per Month
Gold
- All Silver features
- Purchase Orders
- Invoicing
- 5 Support Tickets per Month
Platinum
- All Gold features
- Helpdesk Management
- Document Management
- Unlimited Support Tickets
Integrations
Integrations
CloudYogi integrates with the following business systems and applications:
- Docusign
- Exotel IVR
- Solution Infini
- Gmail
- Outlook
- EPBX
- MailChimp
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stay Connect, Viktorianz, Prakash Inscript
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-based CRM (customer relationship management) software designed to help you manage all your business contacts, create and maintain fruitful relationships with clients and potential customers, and become fully aware of how they interact with your business.
Company Email
info@cloudyogi.com
Company's Address
CloudYogi
Quayside Tower Birmingham B1 2HF
United Kingdom
CloudYogi Comparisons
Popular CloudYogi Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Complete with core sales tools
- Full visibility into current opportunities in your sales pipeline
- Insights to grow your business
- Tailored to your needs
- Set sales goals and quotas
- User-friendly and easy to navigate controls
- Track and sort email automatically
- Integrate with the popular online and social media tools
- Powerful and unified sales contact card
- Easy access to call records, emails and notes
- Syncing of communication exchanges in one file
- Fast integration of your email account to Base to track customer interactions
- Auto-updating of contacts
- Integration with Google Apps
- Easy access with and filtering/sorting of relevant data
- Analysis of customer data
- Access all of data 24/7 anywhere on your mobile phone or tablet, even when it is offline
- Use of geolocation in real time to search for prospects and customers that are nearby
- Lead tracking and capture
- Easy production of sales reports and forecasts
- Fast call function from Base
- Recording of calls with customers
Pricing Info
Starter – $45/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
Professional – $95/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
Enterprise – $145/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
- Predictive Sales Intelligence
- Lead & Deal Scoring
- Products & Price Book
- Multiple Sales Pipelines
- Role-Based Permissions
Integrations
Base integrates with various tools and services listed below to make you even more productive:
- Dropbox
- Xero
- MailChimp
- Harvest
- Google Drive
- Google Chrome
- Yesware
- Zapier
- Outlook
- Quoteroller
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Micro Documentaries, Wells Fargo, Xerox
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Base CRM is a software tool that helps you to improve your business productivity and sales by customizing your business sales stages and work processes.
Company Email
support@getbase.com
Contact No.
Company's Address
410 Cambridge Ave, 1st Floor
Palo Alto, CA 94306
USA
Base CRM Comparisons
Popular Base CRM Alternatives
Both CloudYogi and Base CRM were reviewed by a group of reliable SaaS experts who conducted a thorough study of all crucial aspects of every solution. Their final score was calculated using our unique SmartScore system which calculates an individual partial score to each factor like: main features, customer support, mobile device support, security, client satisfaction as well as reviews in other media. Here at FinancesOnline we realize useful features are not the only aspect important to a company so we do our best to pay attention to all facets of a service before giving it a final score.
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