CASH for SugarFaye Business Systems Group
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RT SugarBoxRolustech
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Related Products
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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).
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About
Access, share, track and manage Box content directly from within Sugar, ensuring that your sales teams have the latest content to share with leads and customers. With Box and Sugar integrated together, manage all documents and upload content to and from Sugar. RT SugarBox makes sure the communication between Sugar and Box is as secure as possible. With the implementation of OAuth 2.0, your files are transferred safely over HTTPS on each timely sync. With the plug n’ play nature of this module, copying tokens for integration is a thing of the past. Simply log into your Box account when installing SugarBox and instantly start syncing. Whenever you attach a document or file to a specific record in Sugar- be it a contact, an account, or a lead- SugarBox syncs the content to that specific record’s folder in the Box hierarchy. SugarBox makes sure you always have the right content in the right place.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone in need of a CRM solution
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Audience
Content Management platform for marketers or businesses
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$9.99 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFaye Business Systems Group
Founded: 2009
United States
fayebsg.com/sugarcrm-portal/
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Company InformationRolustech
Founded: 2008
United Kingdom
rolustech.com/rtsugarbox/
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Categories |
Categories |
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Integrations
Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
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Integrations
Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
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