cuspera logo CUSPERA

Pipedrive vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipedrive vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 20903 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipedrive and CloudYogi CRM

Pipedrive, CloudYogi CRM, Salesforce Sales Cloud, HubSpot 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.

Pipedrive covers Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document Management with E-Mail, etc.

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

"I had never heard of Pipedrive, but part of what I was specifically looking for was simplicity – I believe there’s a lot of power in simplicity. I wanted the ability to customize and I wanted basic integrations, not API calls necessarily, but just b...asic integrations and Pipedrive satisfied that. The value equation was better for Pipedrive than other CRM tools. So, when I look at the cost per license and what we get for that cost, I thought the value equation was in Pipedrive’s favor. " - Ron Daniels

"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 Pipedrive

Focus area

Pipedrive is better than CloudYogi CRM for

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Pipedrive for

Software Failure Risk

  • low

About

Sales CRM & Pipeline Management Software

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

Age

2010

Financials

SERIES C

NA

Business Need

Total Processes
(we found evidences for)

128

73

Total Goals
(we found evidences for)

20

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



contact list management

creating contact list


generation of new leads






sales call management

meeting management



training & onboarding



promotion management


discount management



business development


campaign management

campaign analytics

campaign monitoring


relationship management


conversion management


social media management

social media analytics

scheduling post to social media

managing social media account


follower management


lead qualification

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic


account management


opportunity management


products & pricelist management






customer feedback management

measuring customer satisfaction






content management


performance management



sales review & feedback


lifetime value management



revenue cycle management


loyalty management

identify target customers


rating and review management


knowledge management




calendar management



segmentation and targeting


competitive intelligence


touchpoint management


channel management





motivation management


international marketing


social media marketing



community building


conference call management


trade show marketing


outbound marketing


referral management




payment management



subscription management


sales commission management



community marketing


advocacy management


relationship marketing



membership management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 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

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Business Setting