Saratoga CRMTokara Solutions
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationClientence
United States
clientence.com
|
Company InformationTokara Solutions
Founded: 2009
United States
www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/
|
|||||
AlternativesNo Alternatives
|
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Claude
GitHub
Google Docs
Notion
OAuth
|
||||||
|
|
|