Salesforce vs. Saratoga CRM Comparison


Salesforce	Saratoga CRM Tokara Solutions	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,191 Ratings Visit Website Creatio Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem. 522 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 40 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 134 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 189 Ratings Visit Website Pipeliner CRM Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite. 750 Ratings Visit Website Clazar Clazar is the leading Cloud Sales Acceleration Platform, built to help cloud GTM teams scale revenue across the AWS, Microsoft Azure, and Google Cloud marketplaces. Clazar streamlines the entire cloud marketplace sales journey, from listing and offer management to co-selling, metering, and revenue reconciliation, all from one unified platform with zero operational overhead. With seamless integrations into Salesforce and HubSpot, Clazar enables sales, partnerships, RevOps, and finance teams to run marketplace and co-sell motions directly from their CRM. Companies can launch listings faster, create private offers in minutes, manage contracts end-to-end, and gain real-time visibility into pipeline, billing, and cash flow through powerful analytics dashboards. With robust governance controls, enterprise-grade security compliance, and an embedded automation builder, Clazar is trusted by 300+ high-growth leaders like Pinecone, Perplexity, Confluent, Supabase, and Secureframe. 90 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. 68 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 187 Ratings Visit Website 8am 8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. 1,130 Ratings Visit Website
About Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.	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 Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs	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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $25.00/month/user Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 4.7 / 5 ease 4.3 / 5 features 4.7 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews	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 Salesforce Founded: 1999 United States www.salesforce.com	Company Information Tokara Solutions Founded: 2009 United States www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/
Alternatives Pipedrive	Alternatives SysTools Office 365 Backup & Restore SysTools
Zendesk	ContactOffice
ActiveCampaign	OfficeCalendar Lookout Software
monday sales CRM monday.com	OST to Office 365 Migration Mails Daddy Software
Creatio View All	KTools Data Recovery KTools Software View All
Categories Automotive CRM Construction CRM Contact Management CRM Financial CRM Healthcare CRM Hotel CRM Inside Sales Lead Management Legal CRM Real Estate CRM Sales Sales Analytics Sales Enablement Sales Force Automation Sales Forecasting Sales Planning	Categories CRM
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Show More Features Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Forecasting Features Competitor Analysis Correlation Analysis Dashboard Dynamic Modeling Exception Reporting Graphical Data Presentation Modeling & Simulation Performance Metrics Sales Trend Analysis Statistical Analysis
Integrations 1Stream Agreemint Align.ly Beckon BlueSnap DVSAnalytics EduBrite Exclaimer Globant Navigate Issuetrak Knoa UEM Oki-Toki One Click Politics OneDay PressPay Qualified SRE.ai Tonkean VerticalResponse portatour Show More Integrations View All 5449 Integrations	Integrations 1Stream Agreemint Align.ly Beckon BlueSnap DVSAnalytics EduBrite Exclaimer Globant Navigate Issuetrak Knoa UEM Oki-Toki One Click Politics OneDay PressPay Qualified SRE.ai Tonkean VerticalResponse portatour Show More Integrations
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