Comparison Summary
This comparison report of Upsales vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 2296 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Upsales and CloudYogi CRM
Upsales, and CloudYogi CRM 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.
Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.
CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.
"We plan to keep growing, so Upsales is essential for our business. " - Hoss Khosravi
"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
Upsales | CRM & Marketing Automation platform for B2B companies
CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface
Financials
SERIES A
NA
Business Need
Total Processes
(we found evidences for)
37
73
Total Goals
(we found evidences for)
7
12
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Acquire customers
-
Enter new markets internationally or locally
-
Increase sales & revenue
-
Enhance customer relationships
-
Grow market share
-
Scale best practices
-
Improve efficiency
- See 4 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?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
