Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Getting started is as easy as a single click, whether you're working with a new client or one you've seen before. The intuitive and well-organized session templates facilitate quick and efficient recording of your insights. Instantly share the session report with pet owners, referring veterinarians, and other relevant parties with just one click. You can create invoices, accept payments, and email them to clients directly during the session. The pre-loaded templates are fully customizable and cater to a diverse range of therapies for both large and small animals, allowing you to modify labels, add fields, and tweak values. Tailor the software to meet the specific needs of your practice. With cloud storage, all your data is consistently updated. The subscription operates on a month-to-month basis, and you have the flexibility to cancel at any time without incurring any fees. Enjoy the convenience of a fixed monthly fee. The integrated calendar feature enables you to schedule appointments immediately and automatically sends confirmation and reminder emails. Appointments are color-coded for different users, ensuring clarity and organization. Additionally, a robust client relationship manager keeps all your contacts organized and easily accessible, enhancing your overall management efficiency. This streamlined approach not only saves time but also enhances client communication and satisfaction.
Description
Discover unparalleled mobility, robust security, and seamless integration—providing exceptional personalization throughout every phase of the customer experience. You can transmit emails directly from Dataview or share outcomes with Office 365; transfer contacts and calendar entries from Dataview or report to Office 365; and link Office 365 components (like email, calendar, and contacts) with Saratoga CRM Thin Client records. With Office 365 connectivity, you'll have smooth access to Saratoga information right from Office 365. After delving into reports, you can open records, view attachments without the need to save them on your device, and benefit from enhanced search customization. Easily send records to your colleagues by automatically exporting them as PDFs straight from Saratoga Rich Client or attaching them via email from a grid, ensuring they receive the latest data from your system promptly. Furthermore, this streamlined communication empowers teams to collaborate more effectively, keeping everyone aligned and informed.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cavanti
Founded
2012
Country
United States
Website
www.cavanti.com
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/
Product Features
Horse
Billing & Invoicing
No
Breeding Management
No
Client Database
No
Expense Tracking
No
Feed Management
No
Horse Database
No
Horse Records
No
Income Statements
No
Medical Records
No
Veterinary
Appointment Reminders
No
Appointment Scheduling
No
Billing & Invoicing
No
Boarding Management
No
Image Storage
No
Inventory Management
No
Patient Records
No
Prescription Management
No
Treatment Plans
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No