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ease
features
design
support

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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

With CRMUnleashed Help desk software, users can easily navigate a clear and detailed overview of their support team, and they have the option to toggle dashboard views simply by clicking a button. This web-based help desk application ensures that you can access your information anytime and from any location, as long as you have an internet connection and a compatible device such as a computer, laptop, iPhone, or iPad. This capability allows you to stay connected to your support department's activities no matter where you are situated. To enhance customer experience, CRMUnleashed provides a secure web portal that allows clients to create new support cases, review current ones, and interact with the support team assigned to assist them. Building and maintaining strong customer relationships is essential, and leveraging tools that boost satisfaction is vital for long-term success. Furthermore, this software not only streamlines communication but also fosters a sense of trust between customers and the support staff.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

Integrations

Configure One Cloud
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

Force Software

Website

www.crmunleashed.com

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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