Box is a simple, scalable and affordable solution to manage documents, media and all your content online. Share files as a link. Sync files on the desktop. It’s file sharing, reinvented. You can securely access, share and collaborate on files anywhere.
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With the Faye SugarCRM Box Integration Application, you can manage, access, and share any amount and type of file on Box within Sugar, ensuring your sales team has the most up-to-date materials. You can also create shared workspaces within Sugar to collaborate with colleagues, partners, and customers. In addition, sales people can email files, edit documents, fax agreements, and sign contracts within Sugar using services from Box’s other integrated service.
Key Benefits
- Use Box to manage all documents and uploads for any record in Sugar (accounts, leads, opportunities, anything)
- Map any field in a sugar record to the corresponding Box folder
- Share, tag, edit, upload, revise documents from within Sugar record
- Drag-and-drop file uploads
- Preview and tag documents right inside of Sugar
Compatibility
- QuickBooks Professional, Premiere, Enterprise and Online
- The software is currently compatible with SugarCRM v6.5 and greater
- SugarCRM Professional, Corporate, Enterprise, and Ultimate Editions
- SugarCRM On-Demand
The software is also compatible with SugarCRM Community Edition, although CE lacks modules for the product catalog and quotes which minimizes the points of integration between QuickBooks and SugarCRM.
Requirements
The software is currently compatible with SugarCRM v6.5 and greater
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Software by FAYE
