Saratoga CRM

Saratoga CRM gives sales people access to the Saratoga CRM information and tools they need to close deals. Users can also stay up to date with current accounts and provide accurate and rapid response to customer requests.

Key Features of Saratoga CRM

• Mobile access to CRM information: Create, manage, delete, and search for Saratoga CRM information from your iPad or iPhone.

• CRM dashboard: Display relevant and summarized CRM information that is most important to you.

• Offline access: Access your CRM information even without a wireless connection.

• Flexible mobile platform: Easily customize the dataview content, layouts, navigation, and business logic using the Saratoga tools such as Screen Wizard
and, Schema Wizard, so advanced IT skills are not required

• iPad and iPhone integrations: Utilize native iPad and iPhone features such as the built-in camera, location services, and other popular apps for a rich and integrated Saratoga CRM experience.

Note: To use Saratoga CRM for iPad or iPhone, you must be using Saratoga CRM 6.7.8 Hot Fix 1 or higher with a valid Saratoga Apps license provided by your IT department. If you do not have Saratoga CRM 6.7.8 or a valid Saratoga Apps license, a demo version is available.