CASH for Sugar

CASH for Sugar

Faye Business Systems Group
Sugar Connect

Sugar Connect

SugarCRM
+
+

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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

Sugar Connect brings your most important customer experience activities into the email and calendar apps Sales and Services use every day. Keep your CRM, email, and calendar tools up-to-date without having to ever manually enter data. With Sugar Connect, your G Suite or Office 365 account can connect with your Sugar instance to surface relevant data from Sugar as you interact with prospects and customers in real-time. It’s the easiest way to provide the types of truly personalized experiences that create and retain customers for life. Get contextual information about the customers you’re communicating with directly within your email tool. Stop switching, copying, and pasting between apps—no-touch syncs are automatic and easy. Fine-tune messages with insights provided in real- time based on who, what and when you’re emailing. Gain complete visibility into the health of your accounts, contacts, leads and opportunities directly within G Suite or Office 365.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone in need of a CRM solution

Audience

Companies that want to connect customer conversations to the apps they use the most

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$9 per month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

SugarCRM
Founded: 2004
United States
www.sugarcrm.com/solutions/connect-email-integration/

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Categories

Categories

Sales Enablement Features

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

Integrations

Sugar Sell
Airbyte
Aritic Mail
CXInfinity
Call Optix
Cyber360
Devart ODBC Drivers
Entity Framework Core
Global Shop Solutions
GoContact
Latitude ERP
Morphic
ON24
Privia
QuickBooks Online
SmartShare
TxContact
Vervemail
iVision Plus

Integrations

Sugar Sell
Airbyte
Aritic Mail
CXInfinity
Call Optix
Cyber360
Devart ODBC Drivers
Entity Framework Core
Global Shop Solutions
GoContact
Latitude ERP
Morphic
ON24
Privia
QuickBooks Online
SmartShare
TxContact
Vervemail
iVision Plus
Claim CASH for Sugar and update features and information
Claim CASH for Sugar and update features and information
Claim Sugar Connect and update features and information
Claim Sugar Connect and update features and information