Saratoga CRM

Saratoga CRM

Tokara Solutions
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About

Clientence is a client reporting for freelance developers and agencies, built to help teams get back hours every month by stopping the manual cycle of writing client reports. Connect GitHub, let AI summarize commits in the client’s voice, and a branded PDF lands in the client’s inbox at the end of every month automatically. Instead of scraping GitHub, copying updates into Notion, rewriting technical work for the client, formatting in Google Docs, exporting a PDF, and attaching it to an email, Clientence turns the whole reporting workflow into a one-time setup. It is simple: connect GitHub with one-click OAuth, pick which repositories go into the report, choose a template from the gallery or design one from scratch, then set the schedule so the PDF is delivered automatically on the day and time selected. Clientence works like a report editor where every element can bind to live data, an AI prompt, or static text.

About

Experience the best of mobility, security, and integration—deliver the best personalization at every step of the customer journey. Send emails from Dataview or report results to Office 365; send contacts and calendar items from Dataview or report to Office 365; and integrate Office 365 items (email, calendar, and contacts) with Saratoga CRM Thin Client records. (Office 365 connectivity ensures access to Saratoga data from Office 365.) Open records after drilling down to them in reports, view attachments without having to save them to your device, and enjoy greater search customization. Send records to colleagues more easily, automatically sending them as PDFs directly out of Saratoga Rich Client or as email attachments from a grid to colleagues to ensure they have the most up-to-date data directly from your system as quickly as possible.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Freelance developers and small dev agencies that need automated client reports generated from GitHub activity and delivered as branded monthly PDFs

Audience

Large, global organizations in the chemicals, consumer products, energy, insurance and manufacturing industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$15 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clientence
United States
clientence.com

Company Information

Tokara Solutions
Founded: 2009
United States
www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/

Alternatives

No Alternatives

Alternatives

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Categories

Categories

CRM

Integrations

Claude
GitHub
Google Docs
Notion
OAuth

Integrations

Claude
GitHub
Google Docs
Notion
OAuth
Claim Clientence and update features and information
Claim Clientence and update features and information
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Claim Saratoga CRM and update features and information