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Average Ratings 0 Ratings

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ease
features
design
support

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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

Sugar Connect integrates essential customer experience functions into the email and calendar applications that Sales and Services utilize daily. This innovative tool ensures your CRM, email, and calendar systems stay synchronized without the need for manual data entry. By linking your G Suite or Office 365 account with your Sugar instance, you can access pertinent information as you engage with prospects and clients in real-time. This seamless integration is the simplest method to deliver genuinely personalized experiences that foster long-term customer loyalty. Receive contextual insights about the individuals you’re corresponding with right within your email platform. Eliminate the hassles of switching between apps, as the no-touch synchronization is both automatic and straightforward. Tailor your communications with immediate insights based on the recipient and the timing of your emails. Additionally, you can achieve comprehensive visibility into the status of your accounts, contacts, leads, and opportunities directly through G Suite or Office 365, making your workflow more efficient than ever before. The convenience of this integration ultimately enhances your ability to nurture strong relationships with your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Sugar Sell
AuthN by IDEE
AuthPoint
Data Sentinel
Entity Framework Core
Freshdesk
GoContact
Google Workspace
ICR Evolution
Kindo
NovelVox Agent Accelerator
QicsMilestones
Saay
SmartShare
Span Global Services
ThinkAutomation
Thinkstack
Xero
iVision Plus

Integrations

Sugar Sell
AuthN by IDEE
AuthPoint
Data Sentinel
Entity Framework Core
Freshdesk
GoContact
Google Workspace
ICR Evolution
Kindo
NovelVox Agent Accelerator
QicsMilestones
Saay
SmartShare
Span Global Services
ThinkAutomation
Thinkstack
Xero
iVision Plus

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$9 per month
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

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com/solutions/connect-email-integration/

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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