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
A new-age business process automation platform to develop and manage operations workflow. The highly scalable workflow management software is widely used by utilities to track energy efficiency and demand-side management programs as well as interconnection agreements. The platform is both a database as well as a tracking solution that works with any application process from start to fulfillment.
ANB currently supports multiple companies’ program tracking and reporting needs across the United States. Our eTRACK+ platform provides program administrators, implementers, and evaluation, measurement, and verification personnel with comprehensive data tracking and reporting from application creation to submission. This comprehensive tool empowers our clients to become data-savvy, realize operational efficiencies, comply with regulatory requirements, improve customer satisfaction, and lower operating costs.
ANB is a certified minority business enterprise headquartered in Sugar Land, Texas. Our team of over 100+ project managers, business analysts, technology developers, and marketing specialists is uniquely qualified to support a wide variety of information technology needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon
No
Bold Reports
No
Configure One Cloud
Yes
DRM
No
QuickBooks Online
Yes
Sage 300
Yes
Sage Intacct
Yes
Sugar Sell
Yes
Integrations
Amazon
Yes
Bold Reports
Yes
Configure One Cloud
No
DRM
Yes
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
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)
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
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
ANB Systems
Founded
1997
Country
United States
Website
www.anbsystems.com/etrackplus-workflow-management-software-utilities/
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes