From phone calls and emails to networking events, DMCs and Fam trips, Yodie keeps all the important stuff in one place making it easy to track, analyse and report on everything you do. And all through a beautifully designed web-interface you’ll love to use.
Yodie was designed specifically for the complexities and nuances of the luxury travel and hospitality industries.
From the very beginning we’ve worked alongside leading hoteliers, travel agents and some of the brightest minds in luxury travel representation to create a Professional Relationship Manager perfectly suited to the demands of your profession.
Whether you’re viewing a Hotel, Contact, Client, Company, Venue or something else entirely, the Timeline tile displays everything you need to know in chronological order.
Every entity in Yodie has its own unique timeline and whenever you make a new entry, like a meeting, sales call or fam trip, it’s logged in the timeline.
Entries can be colour-coded, categorised and customised to capture the specific details you need and edits that take place elsewhere in Yodie, such as name changes, are entered into the timeline automatically so you always have the full picture.
Be it business lunches, sales calls or international conventions, you probably represent your clients to many people at the same time.
Instead of painstakingly logging your activities one-by-one for every person spoken to and every client represented, simply tell Yodie which parties were involved, enter the details just once and Yodie will apply the timeline entry to multiple records simultaneously. Time saving. Sanity saving.
More than just a repository of your professional relationships and a log of your daily activities, Yodie provides a seamless way to demonstrate your wins with integrated reporting.
With just a few clicks, you can generate customised PDF reports that highlight who you’ve spoken to, sales made, action points and more.
Whether you’re sending reports to clients or using them for business analysis, Yodie can generate branded, highly customised, insightful formats that incorporate the key data you need.
Yodie helps you and your team track important leads in real time, ensuring you never miss a sales opportunity. For every new lead, you can create task lists, assign tasks to team members, and receive notifications as each one is completed.
Where service level agreements are critical, you can set up predefined task lists and deadlines that automatically attach to every new lead. In-app, SMS, and email reminders keep your team on track, while lead insights give you an instant overview of everything you’re tracking.
Whether you’re a savvy sole trader or a thriving organisation with multiple users, Administrator Control gives you a high degree of autonomy over your Yodie data and administration.
Yodie 6 brings comprehensive user management to Administrators for the first time. Add new users, upload profile images, set access levels and more from one convenient place.
Instantly revoke user access to Yodie with just a few clicks, or, with Scheduled Departure, Yodie can revoke a user’s access at a date and time you choose.
Perfect for newbies, Pre-flight Mode creates a training copy of your Yodie workspace with a representative slice of your data. It’s the ideal place for first-time users to explore, add records and test ideas without touching your master database. When ready, a simple switch puts them in the pilot’s seat of your live system.
If certain entries in your Yodie database are particularly sensitive you can restrict access to them. Once protected, individual entities or even entire categories are invisible to anyone below your chosen access level.
From warming desert or cool graphite tones to stunning vistas from across the globe, all-new immersive visual themes enable you to completely change the look and feel of Yodie to match your brand …or your mood.
And for night owls, Dark Mode sets the late-night vibe by lowering screen brightness, helping you to stay focused in low light environments.
Tiles put all your data into logical sections making everything easier to find and work with. Tiles work independently from one another and come with their own contextual menus and features that correspond to the type of information they provide.
Tiles can be moved, expanded or collapsed and switched on or off according to your needs. This means each person in your organisation can tailor Yodie to their own workflow and see only the information they need. No clutter. No fuss.
Customised Timeline Entries enable you to capture exactly the data you need without the limitations of predefined forms and processes that make no sense to your role, your business, or even your industry.
Yodie 6 comes with a number of ready-to-go entry types tailored to the luxury sector but if you need something a little more specific it’s easy to add extra fields, remove the ones you don’t need or create entirely new entry types.
You can name fields, specify the type of data you want to collect and choose whether a field is compulsory. You can even provide tooltip descriptors to help ensure the right information is entered and reorder fields for the perfect workflow.
Move beyond Contacts, Clients and Companies and create precise entities that make better sense to your business model such as Products, Services, DMC’s or Venues.
We’ll work with you step-by-step to determine the best data structure for your business and whether you need Precision Entities. If you do, we’ll create them for you as part of your Yodie 6 onboarding process so everything’s set up and ready to go from day one. And as your business grows, you'll have the flexibility to add more Precision Entities yourself whenever you need them.
All at no extra charge.
Designed for people who love …and hate, computers, Yodie provides an entirely unique approach to Professional Relationship Management. Its simple, unfussy design means it’s quick and easy to learn and use which makes it the perfect choice if you want to streamline your workflow or struggle with conventional CRM software.
Most business software is designed for large corporations with thousands of employees - and then clumsily scaled down for smaller businesses. The result isn’t always pretty.
Yodie was not only designed with the needs of smaller businesses front and centre, providing everything you need to to manage your professional relationships, but can scale-up effortlessly as your business grows. Whether you have a team of 3 or 300, Yodie offers advanced features you’ll actually use with none of the software ‘bloat’.
When you use Yodie you also form a direct relationship with us at Yodie HQ. This means all your comments, questions and suggestions are genuinely heard by the people who design and build Yodie and can directly influence usability improvements and new features. And because we’re a smaller business, we can act on your feedback in a way that larger companies simply can’t.
When you work with Yodie, you work not just with a piece of software but the people behind it. We take the time to learn about your business, where you’re headed and what obstacles you face so we can provide highly personalised support and advice tailored to your business.
No chatbots, no logging tickets, but instead a friendly and familiar face who knows you and your business inside out.
Moving far beyond ‘tech support’, when you have those head-scratching moments and aren’t sure how to move forward, we can combine our knowledge of your business with our expertise in productivity and process-mapping to help you devise the most efficient, user-friendly workflows that utilise Yodie’s powerful features.
Yodie is regularly updated with performance enhancements and new features and with an active Yodie subscription you’ll always have access to the latest version. And when major upgrades are released, they’re free of charge and can be utilised at a time and date that suits you.
Your privacy is priceless. Yodie combines industry-standard encryption on-screen with a culture of absolute discretion off-screen to ensure both your data and professional reputation are kept safe. Always.
We’ve made sure your Yodie subscription provides everything you need to run and grow your business. No hidden fees, no contractual lock-ins, no paywalled features.
And better still, we’ll take the time to understand your needs before you begin a subscription to ensure we really are the best fit for your business. To find out more, get in touch...
Yodie is web-based and works on all modern browsers and software platforms.
Everything you’ll need is included in one monthly subscription.
Yodie supports multiple users and additional licenses can be added whenever you need them.
We always ensure we’re a good fit for your needs and never lock you in to a lengthy contract.
