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Pipeline CRM vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipeline CRM vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 8848 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipeline CRM and CloudYogi CRM

Pipeline CRM, CloudYogi CRM, Freshsales, Copper, 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.

Pipeline CRM covers Engagement Management, Lead Tracking with E-Mail, Communication Management with E-Mail, Contact List Management, etc.

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

"Last year, we welcomed around 200 new customers each month. Pipeline CRM has been essential to managing this rapid growth efficiently and keeping the customers we get. We've experienced a 25-30% increase in productivity since we started using the pl...atform. " - Blake Stoudt

"Our experience with Target Integration has been totally satisfactory. We approached them to better understand the issues we were facing at that time and get CRM solutions accordingly. Our first experience was with Hasan and his team, he explained ev...erything very patiently and communicated with us very well to understand all our requirements. We hired Target Integration for the second time and Ashish and his team handled everything perfectly as well and suggested some good changes for our company. They have worked really well with us and visited the company, understood every aspect of our business. Our requirements were met exactly as we wanted.I really appreciate all the efforts that were taken to ensure that the best solutions are delivered. We hope to continue working with Target Integration and see great results. " - Viren Sheth

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 Pipeline CRM

Focus area

Pipeline CRM is better than CloudYogi CRM for

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Pipeline CRM for

Software Failure Risk

  • low

About

Sales Pipeline Enablement Platform

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

Age

2006

Financials

SERIES A

NA

Business Need

Total Processes
(we found evidences for)

98

73

Total Goals
(we found evidences for)

14

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

tracking & monitoring communications

sending & publishing communications


contact list management

creating contact list




sales document management

proposal & quote management

contract management



promotion management


discount management



pipeline management


generation of new leads


training & onboarding



workflow management


relationship management


helpdesk management


knowledge management


campaign management

campaign monitoring

campaign analytics


business development


customer feedback management

measuring customer satisfaction

measuring net promoter score


conversion management


lifetime value management


sales call management

meeting management


lead qualification

lead qualification: demographic


conference call management


sales review & feedback


follower management


account management





opportunity management


performance management


content management

searching for content


rating and review management


products & pricelist management


revenue cycle management



competitive intelligence





motivation management




subscription management


customer case management



social media management

social media analytics


personalized marketing





category management



relationship marketing




membership management




social media marketing


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Improve stakeholder relations

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve navigation

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • See 11 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

low

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low

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Integration Risk

medium

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low

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Migration Risk

low

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low

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Business Setting