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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 GlobiMail?

Easily manage your email communications in Podio, where all emails are automatically recorded to their corresponding items for simple tracking. With GlobiMail, you can see when your customers have accessed the emails you've sent, keeping you updated on their engagement. No matter if you're using a desktop, tablet, or smartphone, GlobiMail fits seamlessly into your Podio workflow. You can communicate directly with clients from Podio, enabling them to reply to your emails just like they would with traditional email systems, all while keeping everything organized and linked to the relevant items. To fully appreciate the efficiency and time savings that GlobiMail provides, you might want to try their free trial and experience it firsthand. Installation of the browser extension is straightforward, adding an "Email" button to every Podio item so you can draft messages in just one click. This tool is crafted to be highly intuitive, simplifying your email interactions. Furthermore, GlobiMail creates a comment that includes a link for composing new emails, making it easy to access from the Mobile app and boosting your productivity while you're on the move. By integrating such features, GlobiMail ensures your email management is not only effective but also enhances your overall experience within Podio.

Media

Media

Integrations Supported

Podio

Integrations Supported

Podio

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$9 per month
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

Globi Web Solutions

Company Location

Canada

Company Website

www.globimail.com

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

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

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