Audience
Anyone in need of a CRM solution
About CASH for Sugar
CASH for Sugar gives you the ability to allow dozens, hundreds, or thousands of external parties to access key data in Sugar. With CASH, you can give people limited access to data that was previously inaccessible unless you were logged directly into Sugar. If you work with multi-line sales reps, you can give them access to their accounts only to view detailed account information. Have customers or vendors view the status of projects maintained in Sugar. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to view product information, including quantity on hand (if integrated with your ERP Software).
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Features
Cloud or On-Premise Options
Fully Customizable Design
Build Sites in Minutes
Regularly Updated With New Features
Flexible Password Controls
Drag and Drop Features/Post
Track Views of Content
Unlimited Colors/Skins
Create Polls/Surveys
Sync with Active Directory
11 Supported Languages
Built In Block Text Editor
Follow Co-Worker’s Statuses
Create Custom Workflows
Embed Video and Photos
Easily Archive Content
Video Conferencing
Build E-Forms and Reports
Merge Multiple Calendars
Optimized For Speed
All Applications Included
View Personal User Statistics
Personal Digital Workspace
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Integrations
Company Information
Faye Business Systems Group
Founded: 2009
United States
fayebsg.com/sugarcrm-portal/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
