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Freshsales vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Freshsales vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 10366 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Freshsales and CloudYogi CRM

Freshsales, CloudYogi CRM, Pipeline CRM, Agile 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.

Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead Management with E-Mail, etc.

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

"We love Freshsales. It’s fast, easy and intuitive. Workflows specifically eliminate manual work for us, so my team can spend more time calling and onboarding our prospects and clients. " - Bruce Kamm

"We discovered improved co-ordination among our individual departments at every step. This is truly quality software that has economically and efficiently contoured our management system, controlling and managing contractor’s and vendor’s records. We... have also benefited a lot by keeping track of our product samples. " - Arun Kumar

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 Freshsales

Focus area

Freshsales is better than CloudYogi CRM for

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Freshsales for

Software Failure Risk

  • low

About

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

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

Age

2010

Financials

SERIES H

NA

Business Need

Total Processes
(we found evidences for)

107

73

Total Goals
(we found evidences for)

13

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


communication management

tracking & monitoring communications

sending & publishing communications




contact list management

creating contact list




generation of new leads


sales call management

meeting management



conversion management


lead qualification

lead qualification: demographic

lead qualification: behavioural

lead qualification: technographic

lead qualification: firmographic


training & onboarding


pipeline management


campaign management

campaign monitoring

campaign analytics






sales document management

proposal & quote management

contract management


promotion management


discount management



social media management

social media analytics


relationship management


business development



customer feedback management

measuring customer satisfaction

measuring net promoter score


account management


products & pricelist management


follower management



performance management








customer case management


segmentation and targeting


relationship marketing



knowledge management


rating and review management



competitive intelligence




lifetime value management


opportunity management


revenue cycle management


sales review & feedback


loyalty management



content management


database marketing



conference call management


touchpoint management



calendar management


billing and invoice management



motivation management


channel management





social media marketing


membership management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve internal communications

  • Improve ROI

  • Improve visibility

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Grow market share

  • Launch new products

  • Shorten ramp up time

  • See 10 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

low

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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