Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Streamline the management of technicians, dispatch, and scheduling. The user interface is reminiscent of Microsoft Office, making navigation intuitive. It features integrated texting and emailing capabilities for field communication. You can generate proposals and send them directly to clients with ease. The system provides comprehensive reports, including charts and graphs for better analysis. It is compatible with Microsoft Office Outlook and works seamlessly with the wizard in the Pro version. Additionally, it supports all Windows operating systems, both 32-bit and 64-bit, ensuring broad accessibility for various users. This versatility allows for enhanced productivity and collaboration across teams.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/
Vendor Details
Company Name
V7 Software Development
Website
v7software.com
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
Product Features
HVAC
Billing & Invoicing
No
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
No
Call Center Management
No
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
No
Job Tracking
No
Mobile Access
No
Routing
No
Scheduling
Yes
Self Service Portal
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes