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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 Job Well Done?

JWD Dox was created to help businesses collect vital customer information while reducing the need for face-to-face meetings. This state-of-the-art tool allows for the easy distribution of PDFs through email or text for customer signatures. Once signed, documents are automatically sent back to Moraware, which accelerates the approval process, whether it's required before a site visit or when installation teams are unable to obtain customer consent. JWD Dox enhances this process by enabling users to send forms or documents directly from their Moraware attachments for customer signing, with the signed copies promptly returned as attachments to the corresponding job. Furthermore, Job Well Done Field is tailored specifically for countertop fabricators to improve communication between field teams and the office, keeping everyone updated. Users can take advantage of these excellent features on any device with internet access, fostering efficiency and connectivity no matter where they are. This functionality not only streamlines workflows but also significantly boosts productivity across various operational aspects.

Media

Media

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

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online 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

Job Well Done

Company Website

www.jobwelldone.com

Categories and Features

CRM

Not specified

Categories and Features

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