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What is RT SugarBox?

Sugar facilitates the access, sharing, tracking, and management of Box content directly within its platform. This integration guarantees that your sales team is equipped with the latest materials to present to clients and potential leads. By merging Sugar with Box, users can effectively oversee all documents and upload content seamlessly from within Sugar. The RT SugarBox feature ensures secure communication between the two platforms. Utilizing OAuth 2.0, files are transferred securely over HTTPS with every synchronization. This module is user-friendly and eliminates the hassle of manually copying tokens for integration purposes. Upon logging into your Box account after the installation of SugarBox, synchronization occurs instantly. Additionally, SugarBox automatically syncs any document or file linked to a Sugar account record, contact, or lead, ensuring that you consistently have the appropriate content readily available. With SugarBox, the right information is always organized and easily accessible, streamlining the workflow for your sales team.

What is CASH for Sugar?

CASH for Sugar provides the capability to share crucial data within Sugar with a wide range of external users, potentially reaching from a few dozen to thousands. This innovative system grants limited data access to those who previously could not obtain information without logging into Sugar. For example, if you work with multi-line sales representatives, you can give them access to their accounts specifically to review detailed account data. Customers and vendors can also track the status of projects recorded in Sugar seamlessly. In addition, they have the option to log into the portal to create support requests, monitor the status of their inquiries, and access vital company documents. Furthermore, if your system is integrated with ERP software, customers can retrieve product information, including current inventory levels. This enhanced accessibility not only empowers users but also significantly improves communication between businesses and their clientele, fostering a more collaborative environment. Ultimately, this system is designed to streamline interactions and make vital information readily available to those who need it.

Media

Media

Integrations Supported

Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

Integrations Supported

Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rolustech

Date Founded

2008

Company Location

United Kingdom

Company Website

rolustech.com/rtsugarbox/

Company Facts

Organization Name

Faye Business Systems Group

Date Founded

2009

Company Location

United States

Company Website

fayebsg.com/sugarcrm-portal/

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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