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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Configure One Cloud Yes 
Google Data Studio No 
Jira No 
Microsoft Power BI No 
Qlik Cloud Analytics No 
Qlik Sense No 
QuickBooks Online Yes 
Sage 300 Yes 
Sage Intacct Yes 
Sugar Sell Yes 
SupplyMover No 
Tableau No 
Trello No 

Integrations

Configure One Cloud No 
Google Data Studio Yes 
Jira Yes 
Microsoft Power BI Yes 
Qlik Cloud Analytics Yes 
Qlik Sense Yes 
QuickBooks Online No 
Sage 300 No 
Sage Intacct No 
Sugar Sell No 
SupplyMover Yes 
Tableau Yes 
Trello Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

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Locator Technologies, LLC