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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experience a comprehensive CRM platform that consolidates all the essential tools for effectively managing your business. This includes features for handling Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, and Advanced Reporting, among others. Whether you're at the office or on the move, you can oversee your operations seamlessly from a single location. Statistics indicate that the average business dedicates 68 hours each month to administrative duties; don’t let your organization be one of them. Integrate with Profi WebForm for streamlined contact submissions, Google for login and calendar synchronization, Whosms for SMS communication, Mailchimp for your email marketing needs, and Jabber for VOIP services. By assigning territories and product lines to various agents and companies, you can enhance the organization of your sales activities. Structuring your business according to regions and product categories can provide valuable insights. Who secured the most deals this month? Which products are the top sellers? Who are their buyers? With robust reporting capabilities, you will gain a clear perspective on how to elevate your sales strategies. Make informed decisions grounded in data, eliminating uncertainty from your business processes. In a competitive landscape, leveraging such insights can be a game-changer for your operational success.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$15 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProfiCRM

Founded

2015

Country

Romania

Website

www.proficrm.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 Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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