Comparison Summary
This comparison report of Insightly CRM vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 13213 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Insightly CRM and CloudYogi CRM
Insightly CRM, CloudYogi CRM, Freshsales, Pipeline 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.
Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.
CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.
"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton
"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.
About
CRM Software for Gmail, G Suite and Outlook.
CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface
Age
2009
Financials
PRIVATE
NA
Business Need
Total Processes
(we found evidences for)
108
73
Total Goals
(we found evidences for)
13
12
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- See 10 more
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve efficiency
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Scale best practices
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Improve ROI
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Manage risk
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Improve visibility
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Improve stakeholder relations
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Grow market share
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Improve brand engagement
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Improve internal communications
- See 9 more
Top Channels
Channels Used
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mobile
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e-mail
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social media
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website
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offline
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chat
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point of sale
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phone calls
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video
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mobile app
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on premises
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user generated content
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blogs
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events
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trade shows
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omnichannel
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Instagram
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Whatsapp
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Twitter
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LinkedIn
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Facebook
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promotions
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causes and charity
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text SMS
- See 21 more
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mobile
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e-mail
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social media
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website
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offline
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chat
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point of sale
-
phone calls
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video
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mobile app
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on premises
-
user generated content
-
blogs
-
events
-
trade shows
-
omnichannel
-
Instagram
-
Whatsapp
-
Twitter
-
LinkedIn
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Facebook
-
promotions
-
causes and charity
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text SMS
- See 21 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
