Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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