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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

InfoCenter is a robust and user-friendly self-service web portal that allows organizations to securely share documents and records from various sources. The platform provides comprehensive monitoring of user interactions, including detailed search histories and access to related documents and data. This makes it an excellent choice for various applications, including requests for public, student, or employee records, as well as resources for customer service and inquiries about invoice payments. With a highly customizable authentication system, InfoCenter ensures that content can be selectively accessed by both external and internal users, without jeopardizing the security of sensitive internal data or systems. Whether handling public record requests or managing strictly confidential information, this level of control enables your organization to meet regulatory mandates and legal responsibilities effectively. Ultimately, InfoCenter equips your business to deliver the appropriate information to the right users at the right moments, enhancing overall operational efficiency. Its versatility makes it an invaluable tool for organizations looking to streamline their information-sharing processes.

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

No price information available.
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Faye Business Systems Group

Founded

2009

Country

United States

Website

fayebsg.com/sugarcrm-portal/

Vendor Details

Company Name

ICM Document Solutions

Founded

1988

Country

United States

Website

www.icmdocs.com/document-management/infocenter-self-service-web-portals/

Product Features

Portal

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

Product Features

Portal

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

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