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Description
CASH for Sugar enables you to grant access to essential data in Sugar to a multitude of external parties, ranging from dozens to potentially thousands. This system allows you to provide limited data access to individuals who previously couldn't retrieve information without being logged into Sugar. For instance, if you collaborate with multi-line sales representatives, you can permit them to access their accounts solely to examine detailed account information. Additionally, customers or vendors can monitor the progress of projects recorded in Sugar. Furthermore, customers have the ability to log into the portal to create support cases, check the statuses of their support queries, and retrieve important company documents. They can even access product information, such as available inventory, if your system is integrated with ERP software. This level of accessibility empowers users and enhances communication between businesses and their clients.
Description
Bid farewell to the need for constant browser refreshes. With the viewing portal consistently synchronized, witnesses receive exhibits immediately when you are ready to present them. CaseUp facilitates swift document transfers between legal counsel and witnesses, ensuring minimal lag time, even for sizable files. Behind the scenes, CaseUp works to organize your case effectively, offering a comprehensive suite of collaborative features for your team. Its automatic file organization and sharing capabilities enable seamless file transfers to court reporters and other third parties. Dealing with continuous numbering across various depositions? That's easy; CaseUp recognizes common naming conventions for already marked exhibits and assigns the correct exhibit number to each document. You can grant both witnesses and counsel access to the exhibit viewing portal by simply sharing a link through chat in platforms like Zoom or Teams. With these advanced functionalities, CaseUp streamlines the entire process, enhancing efficiency for legal teams.
API Access
Has API
API Access
Has API
Integrations
Configure One Cloud
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
Zoom
Integrations
Configure One Cloud
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
Zoom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$250 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Faye Business Systems Group
Founded
2009
Country
United States
Website
fayebsg.com/sugarcrm-portal/
Vendor Details
Company Name
CaseUp
Founded
2021
Country
United States
Website
caseup.io
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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