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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

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 

Screenshots View All

Screenshots View All

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 

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