Comparison Summary
This comparison report of OptifiNow vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 2644 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing OptifiNow and CloudYogi CRM
OptifiNow, CloudYogi CRM, Soffront, Thryv, 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.
OptifiNow covers Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.
CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.
"We have been customers of OptifiNow for over 3 years and OptifiNow has really helped us grow our business. PMA made Inc. Magazine's 2019 fastest growing privately held companies list for the second time and OptifiNow was instrumental in our ability ...to manage the sales process. The OptifiNow team has been great to work with and they always go the extra mile to make sure that our needs are met. We have referred several companies to OptifiNow and I have received excellent feedback from those referrals about OptifiNow. " - Jeff Brady
"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.
About
Marketing Automation, Lead Management
CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface
Financials
PRIVATE
NA
Business Need
Total Processes
(we found evidences for)
56
73
Total Goals
(we found evidences for)
10
12
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Improve ROI
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Scale best practices
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Enhance customer relationships
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Improve brand engagement
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve digital and social presence
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Improve internal communications
- See 7 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
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Instagram
-
Whatsapp
-
Twitter
-
LinkedIn
-
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
