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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

ClientDesk is a customized client portal designed specifically for freelancers. Eliminate the hassle of managing Dropbox, emails, and spreadsheets by providing your clients with a sleek portal to track project updates, download files, and stay engaged. The platform boasts features such as personalized portals showcasing your branding, effortless file sharing without requiring client sign-ups, hassle-free access through magic links that eliminate password worries, progress monitoring for projects, and options for white-label branding. You can have your portal ready in less than five minutes. Enjoy a free plan that accommodates one client indefinitely, making it an ideal choice for freelancers. Plus, it streamlines communication and enhances the client's overall experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

Integrations

Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$12/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

ClientDesk

Country

France

Website

client-desk.io

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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