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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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