# CloudYogi CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CloudYogi CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/147683/CloudYogi-CRM

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# 

 CloudYogi CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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

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## 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.

[4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

€5

Flat Rate, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.4 (4,371)

Value For Money

0.0 (0)

Value For Money

4.3 (3,503)

Customer Service

5.0 (1)

Customer Service

4.4 (3,512)

## CloudYogi CRM alternatives

[4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,982)](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

Highest Rated

[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

## 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. The vendor description does not name specific industries, so the product appears to target general business use across multiple sectors.

Features and Usability

### What are the key features of CloudYogi CRM?

CloudYogi CRM offers contact management, lead generation, lead management, and lead qualification for sales tracking. It also includes calendar/reminder system, task management, interaction tracking, and internal chat integration for day-to-day coordination, plus email marketing, marketing automation, segmentation, reporting/analytics, document storage, quotes/estimates, and mobile access.

Talk to an expert

### More questions?

Ask our experts

Getting Started and Support

### What training and onboarding options does CloudYogi CRM offer?

CloudYogi CRM provides live online training sessions for teams getting started. This format supports guided instruction and real-time interaction with trainers, giving users a structured way to review setup steps and ask questions during the session.

Getting Started and Support

### What customer support options does CloudYogi CRM offer?

CloudYogi CRM provides 24/7 live rep support. No reviewer feedback about support is available, so user experience details such as response speed, helpfulness, or common issues cannot be summarized here.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

CloudYogi CRM 15 features

Manage, organize, and store contact information

Store and organize documents in a centralized system

Create and send email blasts/campaigns

Track interaction history by documenting conversations for contacts

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Generate quotes or estimates for customers

Log and store the source of contacts/leads

View and track pertinent metrics to find patterns and gain insights from data

Group leads or contacts based on their specific characteristics

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

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## Pricing

Free Trial

Free Version

Basic

€5.00

Flat Rate,Per Month

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## 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

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