Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

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
Search

Alternatives

Sugar Serve Reviews

Sugar Serve

SugarCRM

Alternatives

Remote Legal Reviews

Remote Legal

Remote Legal Court Reporting
Survey Rocket Reviews

Survey Rocket

AppJetty
Sugar Sell Reviews

Sugar Sell

SugarCRM