Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Complyr gives teams across all sectors dedicated complaint management software to record cases, assign work and maintain oversight. It replaces spreadsheets and shared inboxes with a structured record of evidence, documents, notes, actions and decisions.
Users can fully configure complaint stages, statuses and flags to fit their process, track deadlines and review progress through dashboards and audit logs. Role-based access helps protect case information.
Professional and Enterprise plans add a secure case portal for approved external parties, public case capture forms, document templates and custom reporting. Enterprise includes advanced workflow logic, custom dashboards, scheduled reports, custom integrations and historic data import.
Complyr also offers subject access request (SAR/DSAR) case management for data protection teams. Its financial services solution supports FCA DISP complaint processes and Consumer Duty oversight.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Configure One Cloud
Yes
QuickBooks Online
Yes
Sage 300
Yes
Sage Intacct
Yes
Sugar Sell
Yes
Integrations
Configure One Cloud
No
QuickBooks Online
No
Sage 300
No
Sage Intacct
No
Sugar Sell
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
£147/mth /3 users/Starter Plan
Starter Plan: £49 /mth, billed annually, or £57/mth, billed monthly - min 3 users
Professional Plan: £89/mth, billed annually, or £105/mth, billed monthly - min 5 users
Enterprise Plan: contact Complyr
Professional Plan: £89/mth, billed annually, or £105/mth, billed monthly - min 5 users
Enterprise Plan: contact Complyr
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Faye Business Systems Group
Founded
2009
Country
United States
Website
fayebsg.com/sugarcrm-portal/
Vendor Details
Company Name
Complyr
Founded
2023
Country
United Kingdom
Website
www.complyr.co.uk
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Complaint Management
Case Management
Yes
Complaint Classification
Yes
Corrective Actions (CAPA)
No
Customer Complaint Tracking
Yes
Feedback Management
No
Forms Management
Yes
Issue Tracking
Yes
Quality Assurance Management
No
Routing
No
Self Service Portal
Yes
Social Media Monitoring
No
Survey Management
No