Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
One of our premier plugins for SugarCRM is TapCRM - a Mobile CRM App designed for seamless access to real-time data regarding your business operations while you're on the move. This mobile application for SugarCRM is capable of managing nearly all aspects of your business needs efficiently. A standout feature of this mobile app is its ability to create custom layouts, ensuring a tailored experience for each user. Begin your journey today with a free 30-day trial and discover its exceptional capabilities. Additionally, we have Survey Rocket, our flagship extension for SugarCRM, which serves as a comprehensive email marketing and marketing automation solution. Like many other enterprises, your business needs an effective tool to attract new visitors to your website and efficiently handle external communications. Originally designed to automate surveys, Survey Rocket has evolved into a robust platform that can manage a wide array of email marketing campaigns and much more, making it an indispensable asset for your marketing strategy. Overall, both of these tools can significantly enhance your business's operational efficiency and marketing effectiveness.
Description
Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Acrobat Sign
No
Chat Agents
Yes
Docusign
No
Formstack
Yes
Infinite Connect
Yes
Intulse
Yes
LastPass
Yes
Lead411
Yes
Microsoft 365
No
Microsoft Dynamics 365
No
Integrations
Adobe Acrobat Sign
Yes
Chat Agents
No
Docusign
Yes
Formstack
No
Infinite Connect
No
Intulse
No
LastPass
No
Lead411
No
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
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
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
AppJetty
Founded
2012
Country
India
Website
www.appjetty.com/sugarcrm-plugins.htm
Vendor Details
Company Name
Xpertdoc Technologies Inc.
Founded
2000
Country
Canada, with subsidiaries in the United States and Belgium
Website
www.xpertdoc.com
Product Features
Survey
Custom Survey URLs
No
Data Analysis Tools
No
Email Marketing
No
Mobile Survey
No
Offline Response Collection
No
Paper Survey
No
Question Branching
No
Question Library
No
Site Intercept Survey
No
Skip Logic
No
Supports Audio / Images / Video
No
Product Features
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
No
Information Governance
No
Mobile Access
Yes
Search
Yes
Version Control
Yes
Workflow Management
No
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
No
Version Control
Yes