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What is eXo Platform?

eXo Platform serves as an open-source digital workplace tailored for the needs of expanding teams and businesses. Comprehensive and adaptable, eXo Platform offers an extensive range of functionalities, including knowledge sharing, document and content management, alongside social interaction and collaborative tools for projects and tasks, all seamlessly integrated into a single solution. By utilizing eXo Platform, organizations can foster connections, enhance engagement, and incentivize their employees, customers, and partners through its innovative social and gamification features, ultimately driving productivity and satisfaction.

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
Facebook
Google Drive
Intercom
Jitsi
LinkedIn
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
ONLYOFFICE
QuickBooks Online
Sage 300
Sage Intacct
Salesforce
Sugar Sell
X (Twitter)

Integrations Supported

Configure One Cloud
Facebook
Google Drive
Intercom
Jitsi
LinkedIn
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
ONLYOFFICE
QuickBooks Online
Sage 300
Sage Intacct
Salesforce
Sugar Sell
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$3.00/user/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

eXo Platform

Date Founded

2003

Company Location

France

Company Website

www.exoplatform.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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

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

Employee Communication Tools

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Gamification

Badge Management
Collaboration Tools
Contest Management
Feedback Management
For Call Centers
For Developers
For Education
For Onboarding
For Sales
Goal Setting / Tracking
Leaderboards / Activity Tracking
Performance Metrics
Rewards Management

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Intranet

Activity / News Feed
Blogs
Calendar Management
Content Management
Discussions / Forums
Employee Directory
Knowledge Management
Policy Management
Search
Wiki

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Team Communication

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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