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FreeAgent CRM vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of FreeAgent CRM vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 2553 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing FreeAgent CRM and CloudYogi CRM

FreeAgent CRM, CloudYogi CRM, Claritysoft CRM, Solve CRM, etc., 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.

FreeAgent CRM covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

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

"I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gi...ves you differentiation. FreeAgent is built with the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. " - Anthony Hegarty

"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 FreeAgent CRM

Focus area

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than FreeAgent CRM for

Software Failure Risk

  • low

About

CRM and Work Management

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

Financials

SEED

NA

Business Need

Total Processes
(we found evidences for)

35

73

Total Goals
(we found evidences for)

11

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding


contact list management

creating contact list


sales document management

proposal & quote management

contract management



communication management

tracking & monitoring communications



sales review & feedback


lifetime value management


relationship management



conversion management


customer feedback management


pipeline management


opportunity management


account management


performance management


social media analytics


social media management

social media analytics


membership management



campaign management



competitive intelligence


social media marketing







content management


products & pricelist management




relationship marketing


meeting management


sales call management

meeting management



knowledge management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 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

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medium

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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low

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Migration Risk

medium

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low

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Business Setting