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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 CorpSync?

CorpSync is an innovative cloud solution designed to effortlessly synchronize corporate contacts across employees' smartphones, Outlook, and Microsoft Teams, guaranteeing secure and real-time access to essential business contacts. This platform enables users to consolidate various data sources, synchronize Global Address Lists (GALs) with mobile devices, effectively manage distribution lists and contact groups, utilize applications for both iOS and Android, and facilitate mass SMS communications for urgent situations. As a web-based service, CorpSync requires no user training and is compatible with both mobile devices and Outlook applications. You can easily begin with a complimentary trial by registering with your Office 365 email. Noteworthy Features: 1. Data Source Integration: Effectively amalgamate contact information from diverse sources into a single, coherent database. 2. GAL Synchronization with Mobile Devices: Ensure that your Global Address List is consistently updated on smartphones for convenient access to the latest contact details. 3. Management of Contact Groups and Distribution Lists: Streamline communication by efficiently overseeing contact groups and distribution lists. 4. Compatibility with On-Prem Exchange, Microsoft 365, and Hybrid Configurations: Seamlessly integrates to automatically import contacts from Azure AD or other sources, with updates occurring through a nightly synchronization process. Furthermore, the platform offers additional functionalities to enhance user experience and efficiency.

Media

Media

Integrations Supported

Android
Apple iOS
Azure SQL Database
Azure-AD-External-Identities
Microsoft 365
Microsoft Exchange
Microsoft Outlook

Integrations Supported

Android
Apple iOS
Azure SQL Database
Azure-AD-External-Identities
Microsoft 365
Microsoft Exchange
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1.75/month/user
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

PaayaTech Inc.

Date Founded

2007

Company Location

Canada

Company Website

paayatech.com/corpsync/

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

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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