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ease
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Average Ratings 0 Ratings

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Description

Innovative solutions for ambitious small businesses. A customer relationship management (CRM) system designed for your sales team allows you to monitor the complete client journey, from the very first click to the final deal closure. The intelligent mail feature will retain client information, categorize emails using tags, assist in planning tasks on a Kanban board, and generate email templates. You can engage in conversations with both clients and colleagues through our integrated chat system, seamlessly embedded in all FreshOffice applications, ensuring it is always available when needed. Automation features will initiate ad campaigns on social media, automatically dispatch email alerts and text messages, allocate tasks, and generate leads. Furthermore, even if you lack extensive data analysis expertise, you will still have access to comprehensive analytics covering all essential metrics. This enables you to make informed decisions and refine your strategies effectively.

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

Screenshots View All

Screenshots View All

Integrations

Apple Mail
Calltouch
Facebook
Gmail
Instagram
Microsoft Outlook
YouTube

Integrations

Apple Mail
Calltouch
Facebook
Gmail
Instagram
Microsoft Outlook
YouTube

Pricing Details

$20 per user 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

FreshOffice

Founded

2006

Country

Singapore

Website

www.freshoffice.sg/

Vendor Details

Company Name

Tokara Solutions

Founded

2009

Country

United States

Website

www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/

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

Email Management

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Web Analytics

Campaign Management
Conversion Tracking
Form Analytics
Goal Tracking
Keyword Tracking
Multiple Site Management
Pageview Tracking
Referral Source Tracking
Site Search Tracking
Time on Site Tracking
User Interaction Tracking

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

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