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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

LicenseLedger is an online application designed for individuals and small trade enterprises to effectively manage their professional licenses, insurance policies, and various certifications. Within a single workspace, users can log expiration dates, upload relevant documents, and examine their renewal history. To assist with upcoming deadlines, automated email notifications are dispatched prior to expirations, and calendar integrations keep critical dates visible alongside other tasks. Additionally, users can import data using CSV files, and a collaborative Business workspace enables office staff or partners to share access to the same records without incurring additional per-user fees. The free tier allows for tracking of up to three items, while the Solo and Business plans provide increased limits and additional team-oriented features. LicenseLedger caters specifically to licensed trades such as electrical work, plumbing, HVAC, and general contracting, while also appealing to individuals seeking to streamline their professional credentials and renewal timelines. This comprehensive tool aims to simplify and enhance the management of essential documentation for its users.

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

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9/month
A free plan covers up to 3 tracked items. Solo is $9/month; Business is $19/month and adds a shared workspace for staff and partners, with no per-seat fees. Paid plans include a 14-day free trial.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 No 
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 No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

LicenseLedger

Founded

2016

Country

Estonia

Website

licenseledger.app

Vendor Details

Company Name

Tokara Solutions

Founded

2009

Country

United States

Website

www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/

Product Features

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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