CASH for Sugar

CASH for Sugar

Faye Business Systems Group
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About

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).

About

SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Anyone in need of a CRM solution

Audience

Digital-marketing and service-based agencies interested in a tool to manage client onboarding, billing, delivery and support

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$99 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Faye Business Systems Group
Founded: 2009
United States
fayebsg.com/sugarcrm-portal/

Company Information

SPP.co
Founded: 2014
France
spp.co

Alternatives

Survey Rocket

Survey Rocket

AppJetty

Alternatives

Sugar Sell

Sugar Sell

SugarCRM
Sugar Serve

Sugar Serve

SugarCRM
RT SalesMap

RT SalesMap

Rolustech

Categories

Portal Supported

Categories

Advertising Agency Supported
CRM Supported
Portal Supported
Project Management Supported

Integrations

AgencyAnalytics Not Supported
Airtable Not Supported
ClickUp Not Supported
Configure One Cloud Supported
Datawrapper Not Supported
Figma Not Supported
Google Drive Not Supported
HubSpot Meetings Not Supported
Intercom Not Supported
Looker Not Supported
Mailchimp Not Supported
Miro Not Supported
PayPal Not Supported
SEO Gets Not Supported
Sage 300 Supported
Sage Intacct Supported
Search Atlas Not Supported
Slack Not Supported
Whatagraph Not Supported
Whereby Not Supported

Integrations

AgencyAnalytics Supported
Airtable Supported
ClickUp Supported
Configure One Cloud Not Supported
Datawrapper Supported
Figma Supported
Google Drive Supported
HubSpot Meetings Supported
Intercom Supported
Looker Supported
Mailchimp Supported
Miro Supported
PayPal Supported
SEO Gets Supported
Sage 300 Not Supported
Sage Intacct Not Supported
Search Atlas Supported
Slack Supported
Whatagraph Supported
Whereby Supported
Claim CASH for Sugar and update features and information
Claim CASH for Sugar and update features and information
Claim SPP.co and update features and information
Claim SPP.co and update features and information