--- title: "CloudYogi CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CloudYogi CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/147683/CloudYogi-CRM/" page_type: "product" language: "en" --- # CloudYogi CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CloudYogi CRM ## What is CloudYogi CRM? A Sales Force Automation CRM for medium to large enterprises with features such as email marketing, invoicing, and case reporting. ## What is CloudYogi CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €5 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CloudYogi CRM?[Manage this product listing](https://www.g2.com/products/cloudyogi-crm/claim_requests/new?auto=true) ## CloudYogi CRM Overview Updated August 2026 AI summary CloudYogi CRM offers enterprises a suite of cloud-based tools for managing contacts, tracking interactions, and organizing leads. In addition to standard CRM capabilities such as document storage, reporting, and task management, it provides optional features for marketing automation, territory management, and referral tracking, making it suitable for organizations seeking to enhance both sales and marketing workflows. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CloudYogi CRM 5.0 (1) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price €5 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 5.0 (1) Customer Service 4.1 (3,527) ## CloudYogi CRM alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) ## FAQs about CloudYogi CRM Overview ### What company size and specific industries is CloudYogi CRM built for? CloudYogi CRM is designed for SMEs and corporate organizations, making it suitable for small and medium-sized businesses as well as larger companies that need a CRM system for customer and sales management. Features and Usability ### What are the key features of CloudYogi CRM? CloudYogi CRM offers contact management, lead management, lead qualification, and lead generation as core sales tools. It also includes calendar/reminder system, task management, interaction tracking, and internal chat integration for daily follow-up work, plus email marketing, marketing automation, segmentation, reporting/analytics, and document storage. Getting Started and Support ### What training and onboarding options does CloudYogi CRM offer? CloudYogi CRM provides live online training sessions for teams getting started. These sessions support guided setup and allow participants to ask questions in real time during training. Getting Started and Support ### What customer support options does CloudYogi CRM offer? CloudYogi CRM provides 24/7 live rep support for customer help at any time. No reviewer feedback about support experience is available, so user sentiment on response speed, helpfulness, or common issues cannot be summarized from the catalog data. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers point to the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) CloudYogi CRM includes **Contact Management** (**44%**), another capability that reviewers consider important when choosing a CRM. This feature helps businesses keep customer details organized in one place, making it easier for teams to track interactions, maintain accurate records, and follow up consistently with prospects and customers. Calendar/Reminder System Notifications/alerts for upcoming events or tasks Contact Management Manage, organize, and store contact information Document Storage Store and organize documents in a centralized system Email Marketing Create and send email blasts/campaigns Interaction Tracking Track interaction history by documenting conversations for contacts Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure CloudYogi CRM 17 features ### All Features - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Contact Management: Manage, organize, and store contact information - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Basic €5.00 Flat Rate,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AK Alka K. CEO ### "Fantastic Software to Manage your Sales Pipeline" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 January 5, 2016 We use CloudYogi CRM to manage our sales pipeline. It is easy to use as well as being cloud based it gives us the capability to look at our business from anywhere in the world. The support is another big advantage. The guys in CloudYogi team are very knowledgeable of not only their software but of general business processes as well and it is always good to work with someone who knows how to manage a business. Highly recommended if you are thinking of a Sales Pipeline Management system (It has other modules as well but we are only using Sales Management). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.