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What is Saratoga CRM?

Experience unmatched mobility, strong security, and effortless integration, offering remarkable personalization throughout all stages of the customer journey. You can directly send emails from Dataview or share results with Office 365; move contacts and calendar entries from Dataview or report to Office 365; and connect Office 365 features (such as email, calendar, and contacts) with Saratoga CRM Thin Client records. With the integration of Office 365, accessing Saratoga information is seamless and convenient, right from within Office 365. After analyzing reports, you can access records, view attachments without saving them on your device, and take advantage of advanced search customization. You can also effortlessly share records with your colleagues by automatically exporting them as PDFs directly from Saratoga Rich Client or attaching them via email from a grid, ensuring they receive the most current information from your system without delay. Additionally, this efficient communication framework enhances team collaboration, ensuring that everyone remains synchronized and updated, which ultimately leads to better decision-making and productivity.

What is CodeTwo Backup for Office 365?

CodeTwo Backup for Office 365 is a desktop application that facilitates both full and selective backups of selected Microsoft 365 (formerly Office 365) mailboxes, public folders, and data from platforms like SharePoint Online, OneDrive for Business, and Microsoft Teams. It boasts sophisticated recovery functions and thorough search options for backup data, allowing users to restore complete mailboxes and site collections or target specific types of data, such as email folders, calendars, and contacts from Exchange Online, alongside lists and libraries from SharePoint and OneDrive, down to individual items like specific messages or attachments. Furthermore, the software supports backing up data from on-premises Exchange and SharePoint, which contributes to a holistic approach to data protection. Users can generate offline backup copies of their Microsoft 365 mailboxes and securely keep them on local drives within their organization, enhancing data security. With the option to configure automatic incremental backups, you can maintain up-to-date mailbox copies that accurately reflect the most recent data alterations. This functionality makes it an essential resource for organizations aiming to protect their vital information in a flexible and effective way, ensuring peace of mind in managing their digital assets. By utilizing this software, businesses can significantly reduce the risk of data loss while simplifying the backup and recovery process.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft SharePoint
Microsoft Teams

Integrations Supported

Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft SharePoint
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$147 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tokara Solutions

Date Founded

2009

Company Location

United States

Company Website

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

Company Facts

Organization Name

CodeTwo

Company Location

Poland

Company Website

www.codetwo.com/backup-for-office-365/

Categories and 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

Categories and Features

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