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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
Movius MultiLine has received full support from both IT departments and compliance teams, ensuring that client interactions remain secure and legitimate, including those conducted through WhatsApp. This innovative platform allows users to effortlessly send trade confirmations and research via text, providing a sense of freedom in communication. IT professionals appreciate MultiLine for its efficiency and user-friendly design, as it meets all necessary compliance standards, can be deployed within a matter of weeks, and empowers users to resolve issues independently without overwhelming them. With MultiLine, you can be confident that all regulatory requirements are addressed, as it includes automatic safeguards for personal information and inappropriate language that adapt and enhance over time. It also enables you to demonstrate that you are effectively capturing communications, allowing for quick searches to address inquiries or investigate potential claims. This unified application integrates business calling, texting, and WhatsApp messaging, ensuring compliance with various regulations, including MiFID II, FCA, SOX, GLBA, FINRA, and many others, making it an essential tool for modern businesses. By utilizing MultiLine, organizations can streamline their communication processes while maintaining strict adherence to compliance regulations.
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
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
Movius Corp
Founded
1999
Country
United States
Website
moviuscorp.com
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Cloud Communication Platform
Audio / Video Conferencing
Call Center
Call Recording
Call Routing
Chat / Messaging
Fax Management
File Sharing
IVR / Voice Recognition
