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Average Ratings 0 Ratings

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ease
features
design
support

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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

Capture your thoughts and ideas instantly, no matter your location—whether at home, in the office, or while traveling—by using Lino to post online sticky notes whenever necessary! You can set reminders for important dates or deadlines, and with due dates attached to your notes, you’ll receive email alerts the morning they are due. Enjoy the freedom to arrange your photos and videos as you wish, making it easy to share with friends. Lino also allows for seamless collaboration; by forming groups, you can effectively exchange ideas with both friends and colleagues. You can even attach files to your sticky notes, facilitating easy sharing among peers at work or at home. With the app available on smartphones, taking notes and posting media is effortless, and you can zoom in and out using a simple pinch gesture. Enhance your collaborative efforts and streamline your communication by utilizing Lino’s features to keep everyone connected and informed.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2.99 per month
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

Tokara Solutions

Founded

2009

Country

United States

Website

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

Vendor Details

Company Name

lino

Country

United States

Website

en.linoit.com

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

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

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Alternatives

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