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Compare PipelineDeals vs CloudYogi

What is better PipelineDeals or CloudYogi? We are here to improve the cumbersome process of comparing CRM Software products for you. For instance, on this page you can verify the overall performance of PipelineDeals (8.9) and contrast it with the overall performance of CloudYogi (8.0). It's also possible to match their overall user satisfaction rating: PipelineDeals (100%) vs. CloudYogi (N/A%).

Likewise, you can read their functions in detail to determine which product can better deal with your company’s requirements. In general, any business app has to let you to quickly view the big picture, all the while giving you immediate access to the details.

Our experts made sure to prepare reviews of all popular CRM Software products offered out there, but among all the ones we reviewed these three caught our special attention: Salesforce CRM, HubSpot CRM, Freshsales.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Sales pipeline visibility
  • Sales acceleration
  • Deal management
  • Contact & lead management
  • Activity tracking
  • Mobile access
  • Data importing
  • Custom list views
  • Custom deals
  • Priority and starred lists
  • Lead sources
  • Sales team coordination
  • Sales goals
  • Account customization
  • Integrations
  • Real-time notifications
  • Real-time status updates
  • Team collaboration
  • Account permissions
  • Detailed sales reports
  • Centralized document storage
  • Robust deal profile pages

Pricing Info

Pipeline Deals offers 3 pricing packages and a 30-day, 100% money-back guarantee:

Start Plan – $25/mo/user (billed annually) or $29/mo/user (billed monthly)

  • 25 custom fields for contacts, deals, and companies
  • All customer data is protected, SOC 2 certified.
  • Assign and route hot leads
  • Control access to data by sales team and territory with user roles.
  • Create 100% custom sales funnel
  • Create, save, and share custom views of reports
  • iPhone and Android app
  • Log emails sent from CRM in customer activity history automatically and log emails sent from Gmail or Outlook with a single click.
  • Open API
  • Track 6 types of sales KPI goals
  • Unlimited leads, contacts, deals, and companies
  • Unlimited reporting and custom visual dashboard capabilities
  • Unlimited storage for files and attachments
  • Unlimited technical support via phone, email, and online chat

Develop Plan – $33/mo/user (billed annually) or $39/mo/user (billed monthly)

Includes all features of the Start plan, plus:

  • Convert prospects into customers for seamless handoff and knowledge transfer to account management team.
  • Customize and track revenue types like new, cross-sell, upsell, and more
  • Manage key deliverables using milestones with deadlines, assign collaborators, and track status.
  • Track account health to know if customers are happy, renewing, and purchasing more.
  • Unlimited custom fields for contacts, deals, and companies.

Grow Plan – $49/mo/user (billed annually) or $59/mo/user (billed monthly)

Includes all features of the Develop plan, plus:

  • Automatically log all emails sent and received from CRM, Gmail or Outlook in customer activity history, including email attachments.
  • Eliminate productivity killers and save time with custom workflow automation to add tasks, notify users, and automate repetitive workflows.
  • Get email notification when a customer reads your email, downloads attachment or clicks on a link, without them knowing.
  • Get intelligence on how quickly sales reps follow up on leads and where deals get stuck to improve sales performance.
  • Improve email performance with instant email reports and save the best-performing emails as templates.
  • Personalize and send mass emails with any information in the CRM using mail merge.
  • Track deals in multiple currencies and instantly convert your sales pipeline to one currency for reports.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Garvin, Viva, MoPro, Summit Services

Integrations

PipelineDeals supports integrations with the following business systems and applications:

  • QuickBooks
  • 123FormBuilder
  • Dedupely
  • Backupify
  • Paycove
  • BedrockData
  • Bitium
  • Geckoboard
  • ActiveDEMAND
  • Webmerge
  • Google Apps
  • Google Docs
  • Google Drive
  • Help Scout – Help Desk
  • Import2
  • INinbox
  • CallRail
  • itDuzzit
  • Kixie
  • LinkedIn
  • MailChimp
  • Meldium
  • Microsoft Excel
  • Microsoft Outlook
  • Revert.io – Cloud Backup
  • RightSignature
  • Userlike Live Chat
  • Yesware
  • Piesync
  • Zapier
  • Google for Work
  • Google Sheets

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A simple sales CRM software built for sales teams in small and medium businesses across a wide range of industries.

Company Email

customercare@pipelinedeals.com

Contact No.

Company's Address

1932 1st Ave, Suite 814
Seattle, WA 98101
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Stay Connect, Viktorianz, Prakash Inscript

Integrations

CloudYogi integrates with the following business systems and applications:

  • Docusign
  • Exotel IVR
  • Solution Infini
  • Gmail
  • Outlook
  • EPBX
  • MailChimp

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

Contact No.

Company's Address

CloudYogi
Quayside Tower Birmingham B1 2HF
United Kingdom

In case you are still having doubts about which software will perform best for your business it may be a sound idea to investigate each service’s social metrics. These metrics are usually a way to see how popular each product is and how extensive is its online presence. For instance PipelineDeals Twitter profile has currently 2012 followers. At the same time CloudYogi Twitter is followed by 4074 users.

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