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Description
Getting started is as easy as a single click, whether you're working with a new client or one you've seen before. The intuitive and well-organized session templates facilitate quick and efficient recording of your insights. Instantly share the session report with pet owners, referring veterinarians, and other relevant parties with just one click. You can create invoices, accept payments, and email them to clients directly during the session. The pre-loaded templates are fully customizable and cater to a diverse range of therapies for both large and small animals, allowing you to modify labels, add fields, and tweak values. Tailor the software to meet the specific needs of your practice. With cloud storage, all your data is consistently updated. The subscription operates on a month-to-month basis, and you have the flexibility to cancel at any time without incurring any fees. Enjoy the convenience of a fixed monthly fee. The integrated calendar feature enables you to schedule appointments immediately and automatically sends confirmation and reminder emails. Appointments are color-coded for different users, ensuring clarity and organization. Additionally, a robust client relationship manager keeps all your contacts organized and easily accessible, enhancing your overall management efficiency. This streamlined approach not only saves time but also enhances client communication and satisfaction.
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.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cavanti
Founded
2012
Country
United States
Website
www.cavanti.com
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/
Product Features
Horse
Billing & Invoicing
Breeding Management
Client Database
Expense Tracking
Feed Management
Horse Database
Horse Records
Income Statements
Medical Records
Veterinary
Appointment Reminders
Appointment Scheduling
Billing & Invoicing
Boarding Management
Image Storage
Inventory Management
Patient Records
Prescription Management
Treatment Plans
Product Features
CRM
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
