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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

Enhance your Facebook Messenger experience by integrating it with Conversity, transforming it into an unparalleled customer engagement platform. With Conversity powering your backend, you can efficiently route and distribute incoming conversations to your internal teams, handle offline inquiries, transfer chats seamlessly among team members, and initiate multi-party conferences, among other capabilities. Featuring a rich array of enterprise-level functionalities, Conversity stands out as one of the most sophisticated and comprehensive customer engagement solutions tailored for Facebook Messenger. It allows you to create custom, interactive, multi-tiered menu options to guide customers to the right teams or departments. Furthermore, you can utilize the menu options to send informative texts or collect user feedback prior to connecting them with your support staff. Additionally, Conversity offers compatibility with leading CRM and LMS platforms such as Salesforce, Zendesk, Microsoft Dynamics, Oracle CRM, Hubspot, Marketo, Freshdesk, Zoho, and SugarCRM. It also integrates seamlessly with popular Content Management Systems, including WordPress, Joomla, and Magento, ensuring a cohesive and efficient communication experience. This integration not only boosts customer satisfaction but also streamlines operational efficiency across your teams.

API Access

Has API No 

API Access

Has API No 

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

$99.00/month/user
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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 Yes 
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

Aumenta Global Services

Founded

2015

Country

India

Website

conversity.net

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Product Features

Live Chat

Canned Responses Yes 
Customizable Branding No 
Geo Targeting Yes 
Offline Form Yes 
Proactive Chat Yes 
Screen Sharing Yes 
Third Party Integration Yes 
Transfers / Routing Yes 
Website Visitor Tracking Yes 

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