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Description
Manage your emails seamlessly within Podio, as all correspondence is automatically logged to the relevant items for effortless tracking. With GlobiMail, you’ll have the ability to see when your customers have opened the emails you sent, ensuring you stay informed. Whether you're on a desktop, tablet, or phone, GlobiMail integrates flawlessly into your Podio experience. Interact with clients directly from Podio, allowing them to respond to your messages just like regular emails, with everything neatly organized and attached to the appropriate item. To truly grasp the efficiency and time savings that GlobiMail offers, consider taking advantage of their free trial to test it out for yourself. Simply install the browser extension, and an "Email" button will appear on every Podio item, allowing you to compose messages with just a click. It's designed to be incredibly user-friendly, making email communication a breeze. Additionally, GlobiMail will generate a comment containing a link for composing new messages, which can be easily accessed from the Mobile app, enhancing your productivity on the go.
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
Podio
Pricing Details
$9 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
Globi Web Solutions
Country
Canada
Website
www.globimail.com
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
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