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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 IceWarp?

The absence of a traditional office is the sole guideline. Utilize TeamChat for collaborative project efforts, manage business communications via email, and engage in online meetings—everything is securely hosted in the cloud at a fraction of the usual cost. You can participate in group chats centered around specific projects, upload documents, and tag team members for focused discussions. Additionally, you can comment on emails shared by others and highlight crucial posts. The integration with email allows for seamless sharing of incoming messages directly into the TeamChat room to ensure your teammates stay informed. With a Desktop Client and Office document support for both Windows and Linux, your productivity can reach new heights. You have the flexibility to buy the full Suite or select only the applications that suit your needs. This innovative approach redefines the way teams can collaborate and work together efficiently.

Media

Media

Integrations Supported

MailRoute
Microsoft Outlook
NetForChoice
OpenText MailStore Server Archive
PCDOTS Email Converter
RecoveryTools Email Backup Wizard
Scalefusion
Sloneek
Xtraxtor Email Converter
ZOOK Email Backup
eM Client

Integrations Supported

MailRoute
Microsoft Outlook
NetForChoice
OpenText MailStore Server Archive
PCDOTS Email Converter
RecoveryTools Email Backup Wizard
Scalefusion
Sloneek
Xtraxtor Email Converter
ZOOK Email Backup
eM Client

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$312.00/year/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

IceWarp

Date Founded

1999

Company Location

Czech Republic

Company Website

www.icewarp.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

Authentication

Biometric
Credential Management
Knowledge-Based Authentication
Mobile Authentication
Multifactor Authentication
Out-of-Band Authentication
Policy Management
Self Service Portal
Single Sign On
Social Sign On

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

File Sync

Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization

Office Suites

Calendar & Scheduling
Charts / Graphs
Collaboration Tools
File Management
PDF
Presentations
Spreadsheets
Text Chat
To-Do List / Notes
Web/Video Conferencing
Word Processing

Remote Work

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Team Chat

End-to-End Encryption (E2EE)
File Sharing
Groups / Channels
Payments
Search / Filter
Self-Destructing Messages
Stickers / GIFs
Threaded Discussion
Video Conferencing
Voice Calling

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