cuspera logo CUSPERA
Search Your Reports For Vendors
Your Reports For Vendors

Platformax CRM vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Platformax CRM medium Failure Risk for CloudYogi CRM low
Know More

Comparison Summary

This comparison report of Platformax CRM vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 2729 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and CloudYogi CRM

Platformax CRM, CloudYogi CRM, SalesNexus, Claritysoft 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.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

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

"We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It's a one-stop shop for all our needs and we love it. " - Igor Panjan

"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 Platformax CRM

Focus area

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Platformax CRM for

Software Failure Risk

  • low

About

Inside sales CRM, generate more leads with prospecting and sales management

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

Age

2014

Financials

PRIVATE

NA

Business Need

Total Processes
(we found evidences for)

42

73

Total Goals
(we found evidences for)

3

12

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (81)

engaging and following up

Read Reviews (18)

Read Reviews (60)

helpdesk management

Read Reviews (25)

Read Reviews (93)

communication management

Read Reviews (20)

Read Reviews (14)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (9)

sending & publishing communications

Read Reviews (4)

Read Reviews (1)

contact list management

Read Reviews (20)

Read Reviews (19)

contacts history

Read Reviews (3)

Read Reviews (3)

lead tracking

Read Reviews (17)

Read Reviews (15)

relationship management

Read Reviews (14)

Read Reviews (13)

pipeline management

Read Reviews (12)

Read Reviews (12)

generation of new leads

Read Reviews (11)

Read Reviews (4)

training & onboarding

Read Reviews (7)

Read Reviews (3)

workflow management

Read Reviews (5)

Read Reviews (21)

sales review & feedback

Read Reviews (4)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (13)

campaign monitoring

Read Reviews (3)

Read Reviews (1)

sales call management

Read Reviews (3)

Read Reviews (2)

opportunity management

Read Reviews (2)

Read Reviews (3)

performance management

Read Reviews (2)

Read Reviews (10)

follower management

Read Reviews (2)

Read Reviews (1)

customer feedback management

Read Reviews (2)

Read Reviews (16)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (8)

discount management

Read Reviews (2)

Read Reviews (1)

promotion management

Read Reviews (2)

Read Reviews (1)

social media management

Read Reviews (1)

Read Reviews (44)

social media analytics

Read Reviews (1)

Read Reviews (38)

competitive intelligence

Read Reviews (1)

Read Reviews (8)

account management

Read Reviews (1)

Read Reviews (3)

knowledge management

Read Reviews (1)

Read Reviews (2)

membership management

Read Reviews (0)

Read Reviews (24)

proposal & quote management

Read Reviews (0)

Read Reviews (8)

contract management

Read Reviews (0)

Read Reviews (3)

sales document management

Read Reviews (0)

Read Reviews (13)

proposal & quote management

Read Reviews (0)

Read Reviews (8)

contract management

Read Reviews (0)

Read Reviews (3)

social media marketing

Read Reviews (0)

Read Reviews (8)

conversion management

Read Reviews (0)

Read Reviews (5)

content management

Read Reviews (0)

Read Reviews (4)

products & pricelist management

Read Reviews (0)

Read Reviews (4)

lifetime value management

Read Reviews (0)

Read Reviews (2)

relationship marketing

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • 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

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting