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Upsales vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for CloudYogi CRM low
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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.


logo Upsales

Focus area

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Upsales for

Software Failure Risk

  • low

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

generation of new leads

Read Reviews (28)

Read Reviews (4)

upselling

Read Reviews (11)

Read Reviews (0)

lead analytics

Read Reviews (6)

Read Reviews (6)

engagement management

Read Reviews (5)

Read Reviews (81)

engaging and following up

Read Reviews (4)

Read Reviews (60)

lead management

Read Reviews (4)

Read Reviews (3)

workflow management

Read Reviews (4)

Read Reviews (21)

training & onboarding

Read Reviews (3)

Read Reviews (3)

account management

Read Reviews (3)

Read Reviews (3)

competitive intelligence

Read Reviews (2)

Read Reviews (8)

social media management

Read Reviews (2)

Read Reviews (44)

social media analytics

Read Reviews (2)

Read Reviews (38)

sales document management

Read Reviews (2)

Read Reviews (13)

proposal & quote management

Read Reviews (1)

Read Reviews (8)

helpdesk management

Read Reviews (1)

Read Reviews (93)

relationship management

Read Reviews (1)

Read Reviews (13)

conversion management

Read Reviews (1)

Read Reviews (5)

communication management

Read Reviews (1)

Read Reviews (14)

contact list management

Read Reviews (1)

Read Reviews (19)

customer feedback management

Read Reviews (0)

Read Reviews (16)

measuring customer satisfaction

Read Reviews (0)

Read Reviews (8)

membership management

Read Reviews (0)

Read Reviews (24)

campaign management

Read Reviews (0)

Read Reviews (13)

pipeline management

Read Reviews (0)

Read Reviews (12)

performance management

Read Reviews (0)

Read Reviews (10)

social media marketing

Read Reviews (0)

Read Reviews (8)

content management

Read Reviews (0)

Read Reviews (4)

products & pricelist management

Read Reviews (0)

Read Reviews (4)

opportunity management

Read Reviews (0)

Read Reviews (3)

lifetime value management

Read Reviews (0)

Read Reviews (2)

relationship marketing

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

sales call management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

knowledge management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

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?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

No Data

{{{rsh_C_1}}}

low

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Integration Risk

medium

{{{rsh_C_1}}}

low

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Migration Risk

medium

{{{rsh_C_1}}}

low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting