Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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.
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