Saratoga CRM Description

Discover unparalleled mobility, robust security, and seamless integration—providing exceptional personalization throughout every phase of the customer experience. You can transmit emails directly from Dataview or share outcomes with Office 365; transfer contacts and calendar entries from Dataview or report to Office 365; and link Office 365 components (like email, calendar, and contacts) with Saratoga CRM Thin Client records. With Office 365 connectivity, you'll have smooth access to Saratoga information right from Office 365. After delving into reports, you can open records, view attachments without the need to save them on your device, and benefit from enhanced search customization. Easily send records to your colleagues by automatically exporting them as PDFs straight from Saratoga Rich Client or attaching them via email from a grid, ensuring they receive the latest data from your system promptly. Furthermore, this streamlined communication empowers teams to collaborate more effectively, keeping everyone aligned and informed.

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SynaMan is a vital remote file management tool that businesses need to make the difficult transition from their office to their home. SynaMan Version4.5 allows users to share large files without compromising their privacy and security. SynaMan Version 4.5 is an intuitive web interface that can be used to access folders from anywhere, edit, update, or share large files via email.
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Company Details

Company:
Tokara Solutions
Year Founded:
2009
Headquarters:
United States
Website:
www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/

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Product Details

Platforms
Web-Based

Saratoga CRM Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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