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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

The phenomenon of information overload is well-recognized, and we already struggle to manage the overwhelming amount of documents originating from various sources and presented in different formats. The continuous expansion of information seems limitless. Many organizations have suffered because they fail to recognize knowledge as the fourth factor of production, alongside land, capital, and labor, which makes it a vital component of competitive strategy. The potential worst-case scenario, such as the loss of critical information when knowledgeable employees leave, can significantly affect a company's operations. Furthermore, the frequent need to redo work, often referred to as "reinventing the wheel," leads to productivity declines and incurs additional expenses in today’s dynamic and fiercely competitive landscape, posing a significant challenge for nearly all businesses. This challenge is not exclusive to large corporations; small and medium-sized enterprises (SMEs) are increasingly finding that effectively leveraging knowledge is essential for achieving success in their respective markets. As such, the strategic management of knowledge resources has become imperative for organizations of all sizes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Configure One Cloud Yes 
QuickBooks Online Yes 
Sage 300 Yes 
Sage Intacct Yes 
Sugar Sell Yes 

Integrations

Configure One Cloud No 
QuickBooks Online No 
Sage 300 No 
Sage Intacct No 
Sugar Sell No 

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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

Infolution

Founded

2001

Country

Netherlands

Website

www.infolution.com

Product Features

Portal

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

Product Features

Portal

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

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