SugarCRM for Taxes
Community Tax has been using SugarCRM for almost three years now and it is being used for the entire company. We use this platform to …
Node.io by SugarCRM
Node.io by SugarCRM
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What is Node.io by SugarCRM?
Node.io is a sales intelligence platform, providing access to correlative insights and "cloned" ideal customers built upon Node's database of companies and individuals, acted upon by AI. Node.io was acquired by SugarCRM August 2020, to bolster the company's CX capabilities and predictive insights.…
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
What is Node.io by SugarCRM?
Node.io is a sales intelligence platform, providing access to correlative insights and "cloned" ideal customers built upon Node's database of companies and individuals, acted upon by AI.
Node.io was acquired by SugarCRM August 2020, to bolster the company's CX capabilities and predictive insights. Node.io is no longer available standalone.
Node.io by SugarCRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Frequently Asked Questions
What is Node.io by SugarCRM?
Node.io is a sales intelligence platform, providing access to correlative insights and "cloned" ideal customers built upon Node's database of companies and individuals, acted upon by AI.
Node.io was acquired by SugarCRM August 2020, to bolster the company's CX capabilities and predictive insights. Node.io is no longer available standalone.
What is Node.io by SugarCRM's best feature?
Reviewers rate Company information highest, with a score of 10.
Who uses Node.io by SugarCRM?
The most common users of Node.io by SugarCRM are from Small Businesses (1-50 employees) and the Computer Software industry.
Reviews and Ratings
(31)
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March 23, 2021
SugarCRM for Taxes
Community Tax has been using SugarCRM for almost three years now and it is being used for the entire company. We use this platform to attend individuals and businesses with income tax problems from; filing taxes, amending taxes and resolving tax debts so that our team can access the issue within the same platform.
- One case per entity.
- Access to notes about the problem.
- Should be able to accommodate additional add-ons to the platform.
- Smoother interaction with add-ons.
- Instead of using a URL to run the platform create software.
- Smoother interaction when saving information.
March 17, 2021
A clear, easy, and essential tool for our business
Node.io by Sugar has been a huge asset to our company over the last year, especially in the changes to our industry during the pandemic. Sugar's archiving capabilities are a massive benefit to myself and other employees who work with huge amounts of client data in the complex field of tax assistance and financing. The ability to quickly recall and transfer client data between departments, including tax forms, addresses, spouse and dependent information, ID docs like passports and birth certificates, and even personal notes, allow all of us to remain on the same page as we provide tailor-made tax assistance to all of our clients across the globe.
- Recalls data quickly and efficiently
- Allows data to be easily transferred between employees and departments
- Clear signaling of the client's case status and preferences for service
- More focus on the display of scanned documents
- Easier recall and presentation of scanned documents
- Lag times between entering an Action and seeing it appear
It is used across the whole organization. I work in sales and I use SugarCRM to manage my pipeline, to prospect and for AR purposes as well.
- Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients.
- It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly.
- It has customizable dashboards which I find beneficial
- I feel like there are unnecessary steps needed when saving work, which makes it time consuming at times.
- Being able to create my own dashboards to my liking has been a challenge and I have had to ask IT to assist with that.
- The system has gone down many times on me, I am not sure if it due to updates, but it does disturb my productivity.
April 10, 2019
Node - Your Partner For Intelligent Discovery
This tool integrates very well into our system and CRM. It automatically updates information and it's searchable data. We have leveraged the tool well to drive success in key programs. It was easy to add it to our database to find target contacts & companies. Their support team is responsive and helpful.
- Customer profile and sales analyst features provide relevant information for sales calls.
- Node allows me to bring more vendors and more contacts in, allowing me to expand lists and connect with more accurate contacts.
- Node's collaborative nature is very appreciated when they keep on asking for feedback for improvement.
- Sometimes the "similarity" feature that Node shows for a particular company is off track.
- Seems like company size may be inaccurate at times.