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
SPP.co is a comprehensive client-portal solution designed specifically for digital service and productized agencies, unifying billing, onboarding, project management, support, customer relationship management (CRM), forms, portals, and payment processing within a singular branded interface. Agencies can utilize tailor-made order and intake forms to facilitate online service or subscription purchases, automatically generating invoices or Stripe subscriptions while effectively delegating projects and tasks based on predetermined rules and statuses. The platform features a customizable white-label portal for clients, offering the ability to personalize branding, domains, colors, and templates, where they can manage invoices, make payments, track project progress, and collaborate seamlessly. On the administrative side, the system offers robust support for team inboxes, user permissions, both internal and external messaging, task assignments, order history, custom statuses, and role-specific views, allowing agencies to efficiently manage workflows ranging from small teams of 2 to larger groups of 200. With a wide array of integrations, APIs, and webhooks, the platform enhances checkout processes, subscription billing, and more, making it an indispensable tool for agencies looking to streamline their operations and improve client interactions. This holistic approach not only boosts productivity but also fosters stronger relationships between agencies and their clients.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AgencyAnalytics
No
Airtable
No
Cal.com
No
Clockify
No
Configure One Cloud
Yes
Databook
No
Fathom
No
Google Analytics
No
Google Docs
No
Google Drive
No
Integrations
AgencyAnalytics
Yes
Airtable
Yes
Cal.com
Yes
Clockify
Yes
Configure One Cloud
No
Databook
Yes
Fathom
Yes
Google Analytics
Yes
Google Docs
Yes
Google Drive
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99 per month
Free Trial
Yes
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)
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
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
SPP.co
Founded
2014
Country
France
Website
spp.co
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Advertising Agency
Campaign Management
No
Collaboration
No
Document Management
No
File Sharing
No
Project Management
No
Task Management
No
Time Tracking
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No