Overview

This article provides the information regarding the key features of Saratoga CRM.

Information

The key features of Saratoga CRM are listed below:

• Dashboard Builder: Use Thin Client to create Dashboards with the ability to add reports, URLs, and RSS feeds.
• Organization Chart: Create your own Organization Chart for clarity in the hierarchy.
• Global Search: Use Global Search to look up anything in the database.
• MS Office/O365 Integration: Archive Outlook emails with attachments, and send emails from Thin Client.
• Data Export and Import Toolkit: Import external data (e.g. new customers from marketing lists, billing records, etc.) and export data as needed.
• Report Builder: Create customized reports using this builder.
• Duplicate Checker: Identify and remove duplicate entries in the database.