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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

A new-age business process automation platform to develop and manage operations workflow. The highly scalable workflow management software is widely used by utilities to track energy efficiency and demand-side management programs as well as interconnection agreements. The platform is both a database as well as a tracking solution that works with any application process from start to fulfillment. ANB currently supports multiple companies’ program tracking and reporting needs across the United States. Our eTRACK+ platform provides program administrators, implementers, and evaluation, measurement, and verification personnel with comprehensive data tracking and reporting from application creation to submission. This comprehensive tool empowers our clients to become data-savvy, realize operational efficiencies, comply with regulatory requirements, improve customer satisfaction, and lower operating costs. ANB is a certified minority business enterprise headquartered in Sugar Land, Texas. Our team of over 100+ project managers, business analysts, technology developers, and marketing specialists is uniquely qualified to support a wide variety of information technology needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon
Bold Reports
Configure One Cloud
DRM
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

Integrations

Amazon
Bold Reports
Configure One Cloud
DRM
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

ANB Systems

Founded

1997

Country

United States

Website

www.anbsystems.com/etrackplus-workflow-management-software-utilities/

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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