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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
Enhance your Facebook Messenger experience by integrating it with Conversity, transforming it into an unparalleled customer engagement platform. With Conversity powering your backend, you can efficiently route and distribute incoming conversations to your internal teams, handle offline inquiries, transfer chats seamlessly among team members, and initiate multi-party conferences, among other capabilities. Featuring a rich array of enterprise-level functionalities, Conversity stands out as one of the most sophisticated and comprehensive customer engagement solutions tailored for Facebook Messenger. It allows you to create custom, interactive, multi-tiered menu options to guide customers to the right teams or departments. Furthermore, you can utilize the menu options to send informative texts or collect user feedback prior to connecting them with your support staff. Additionally, Conversity offers compatibility with leading CRM and LMS platforms such as Salesforce, Zendesk, Microsoft Dynamics, Oracle CRM, Hubspot, Marketo, Freshdesk, Zoho, and SugarCRM. It also integrates seamlessly with popular Content Management Systems, including WordPress, Joomla, and Magento, ensuring a cohesive and efficient communication experience. This integration not only boosts customer satisfaction but also streamlines operational efficiency across your teams.
API Access
Has API
API Access
Has API
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
$99.00/month/user
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
Aumenta Global Services
Founded
2015
Country
India
Website
conversity.net
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Live Chat
Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking
