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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 Intrix CRM?
Having all pertinent information about clients, customers, and contacts gathered in a single platform can significantly save time for you and your team. By effectively monitoring and closing sales opportunities, you will increase the number of projects that reach completion successfully. The integrated calendar and planner feature provide an all-encompassing view of meetings, their summaries, and the weekly agendas for the sales team. Intrix CRM offers a comprehensive overview of customers, along with a detailed account of all sales activities conveniently located in one place. For every client, you can maintain a record of crucial details, which can be input by either yourself or your teammates. This easy access allows your staff to nurture exceptional relationships with clients, as all necessary information is immediately available. Additionally, Intrix CRM supports data integration from Bisnode, giving you immediate access not only to contact information but also to financial data of targeted businesses in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia with just a click. This streamlined approach significantly boosts both efficiency and productivity in your sales efforts, fostering a more organized working environment. With all these features, your team can focus more on strategic initiatives rather than administrative tasks.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
Android
iPhone
iPad
Customer Service / Support
Not specified
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Webinars
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
INTERA
Company Location
Slovenia
Company Website
www.intrixcrm.com
Categories and Features
CRM
Not specified
Categories and Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management