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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
OneSpan Sign No 
Sugar Sell 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 
OneSpan Sign Yes 
Sugar Sell 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 

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