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features
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support

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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.

Description

Utilize Gmail to send bulk emails that land in the primary inbox instead of the promotions tab or spam folder, and monitor your campaign's performance in real-time through Google Sheets. Stop the tedious process of sending emails one by one; instead, streamline your efforts by launching mail merge campaigns directly from Gmail using Yet Another Mail Merge (YAMM). Begin by setting up a Google Sheet containing your mailing list, with the option to automatically import contacts from Google Contacts for convenience. After selecting an email template, draft your message by writing the content and subject line, adding personal touches, and saving your work. Then, return to Google Sheets, activate Yet Another Mail Merge, and dispatch your emails. You will have the ability to track critical metrics such as open rates, click-throughs, replies, and bounces, providing insight into future outreach strategies. This method allows you to effectively send tailored email campaigns through Gmail, utilizing saved templates as needed. Ultimately, personalize your subject lines, email content, hyperlinks, images, and attachments to ensure your communications are as engaging and persuasive as possible. By following these steps, you can enhance your email marketing efforts significantly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail No 
Google Contacts No 
Google Sheets No 
Hyperise No 

Integrations

Gmail Yes 
Google Contacts Yes 
Google Sheets Yes 
Hyperise Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per year
Free Trial Yes 
Free Version Yes 

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 No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Tokara Solutions

Founded

2009

Country

United States

Website

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

Vendor Details

Company Name

Awesome Gapps

Founded

2015

Country

France

Website

yamm.com

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 

Product Features

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management Yes 
Mobile Optimized Emails No 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

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