cuspera logo CUSPERA

Doxim CRM vs CloudYogi CRM: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Doxim CRM vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 2474 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Doxim CRM and CloudYogi CRM

Doxim CRM, and CloudYogi CRM belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Doxim CRM covers Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.

CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.

"Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. " - Amy Gertsma

"We received excellent service, extensive support and had the added peace of mind of having a team of expert software developers working on our project. Subsequently, we went on to implementing a further three different supplement sites with Target I...ntegration. With no hesitation, I would highly recommend Target Integration. " - Eric Baneham

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Doxim CRM

Focus area

Software Failure Risk

  • low

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Doxim CRM for

Software Failure Risk

  • low

About

CRM for Financial Services

CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface

Financials

M&A

NA

Business Need

Total Processes
(we found evidences for)

38

73

Total Goals
(we found evidences for)

8

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


training & onboarding


campaign management

campaign analytics


personalized marketing


customer feedback management

measuring customer satisfaction

measuring net promoter score


workflow management


segmentation and targeting


sales document management


relationship management


contact list management


products & pricelist management


pipeline management


generation of new leads



loyalty management




performance management


communication management


helpdesk management



knowledge management



content management


social media analytics


social media management

social media analytics


membership management






competitive intelligence


social media marketing





conversion management




opportunity management


account management


lifetime value management


relationship marketing


meeting management


sales call management

meeting management



Top Goals

Goals Achieved

  • Improve internal communications

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Manage risk

  • Improve ROI

  • Improve efficiency

  • Improve visibility

  • See 5 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Manage risk

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Improve brand engagement

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more
  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Business Setting