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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

Gather and streamline your organization's data within a single platform, monitor expenses, assess team performance, track task progress, and identify process inefficiencies. We have crafted tools to effectively manage substantial datasets sourced from platforms like Jira and Trello, enabling you to make data-driven business choices. Our offerings are recognized with Cloud Fortified and Cloud Security Participant badges, ensuring that applications have undergone thorough testing for both security and dependability. We implement sensible technical and administrative safeguards to protect the personal data of our clients. With an intuitive interface, our plugins are user-friendly and accessible to all employees, regardless of their technical expertise. The reliability of our products has been validated through extensive checks and consistent feedback from satisfied customers. We provide adaptable pricing options for our solutions, along with discounts and complimentary 30-day trials for new clients. Our dedicated team is available to address inquiries and support requests around the clock, ensuring you receive timely assistance whenever needed. Additionally, our commitment to customer satisfaction drives us to continually improve our services based on user feedback.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Configure One Cloud
Google Data Studio
Jira
Microsoft Power BI
Qlik Cloud Analytics
Qlik Sense
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
SupplyMover
Tableau
Trello

Integrations

Configure One Cloud
Google Data Studio
Jira
Microsoft Power BI
Qlik Cloud Analytics
Qlik Sense
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
SupplyMover
Tableau
Trello

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

DOIT-BI

Country

Spain

Website

doit-bi.com

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Alternatives

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Locator Technologies, LLC