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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

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 

Screenshots View All

Screenshots View All

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
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 

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