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What is The Portal Connector?

Integrating Dynamics CRM with The Portal Connector can significantly enhance your customer service experience. By seamlessly linking Microsoft Dynamics CRM and Dynamics 365 to a secure and customizable online portal, you can elevate the quality of service you provide to your customers. This user-friendly solution eliminates the need for any coding or complex programming. The Portal Connector boasts several key benefits, such as the ability to host your portal either online, in the cloud, or through a third-party provider. It is compatible with various versions of Dynamics CRM, including 2011, 2015, 2016, and Dynamics 360. Moreover, all data from CRM, including Custom Entities, is accessible for your portal solution. One license grants you access to unlimited Development, Testing, and User Acceptance Testing environments, which is a great advantage for businesses. The Portal Connector's design prioritizes ease of use, ensuring that no coding skills are necessary for implementation. End users have the convenience of authenticating into your portal through popular social media platforms like Facebook, LinkedIn, and Twitter. Additionally, developers benefit from an open API, allowing for extensive customization of every aspect of the solution. Ultimately, this combination empowers businesses to deliver a more responsive and tailored customer service experience.

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

Citizen RIMS
Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

Integrations Supported

Citizen RIMS
Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

$14995.00/one-time
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

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

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

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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