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4 New Features in wMobile for SugarCRM

by Mihaela Bulacu on February 21, 2020

4 minute read

In today’s dynamic business landscape, you should have your most-used software and platforms at your fingertips, at any time. At W-Systems, we want to constantly improve the way you and your team interact with your CRM, which is why we developed our own version of Sugar Mobile!

wMobile for Sugar is W-Systems’ version of Sugar Mobile — available for both Android and iOS users — that integrates our most popular add-ons and enhancements for Sugar, including wDocs, wMaps, and wTools. Whether you’re an existing user or are considering adopting wMobile for Sugar, the app now supports even more enhancements to help your team close more deals! 

1. Quickly Store and Access Sugar Documents From the Cloud

wMobile now includes our cloud storage extension for Sugar, wDrive! It enables your teams to quickly access their files from Dropbox, Google Drive, or Microsoft OneDrive, without having to switch between apps!

wDrive for mobile
Add files with wDrive for mobile
wDrive folders for mobile

wDrive for mobile offers the same features and functionality available on desktop:

  • Get sharable links for all your files and documents
  • Support for wDocs document automation capabilities
  • Store and access your files and documents
  • Drag-and-drop functions

2. Easy-to-Read Charts on Mobile

The Cluster Bar Chart Dashlet helps your teams gain better insight into their Sugar data with its easy-to-read charts.

Cluster Bar Chart in wMobile for SugarCRM

The dashlet can be used with any Sugar modules, filters, and allows you to sort results by your criteria! 

3. Customer Journey Capabilities

One of the highly anticipated features of wMobile for Sugar is our integration with the Customer Journey Plugin from Sugar. This plugin helps you map and design streamlined customer journey templates, for improved customer interactions. 

Customer journeys can now be managed from wMobile for SugarCRM. From the mobile app, you have the ability to start journeys using your templates, and navigate through and manage your records’ journeys with just a few taps, such as triggering the actions of a stage, or skipping them when they are not applicable.

Customer Journey Plugin from Sugar for mobile
Customer Journey Mapping template for wMobile

4. Attached Files are a Tap Away

Our Attachments Field enables you to easily attach files or documents to your Sugar records, including PDFs, DOCs, images, etc. This field can be quite useful when you want to have the most important documents associated with a record right at your fingertips.

wAttachments Field for wMobile
Add attachments to Sugar records from mobile
Attachments on Sugar records in wMobile

Wrapping it Up

Our portfolio is rapidly growing, and we plan to pack even more features in our wMobile for Sugar app. Keep an eye on our blog for future announcements! 

Want to take a closer look at what wMobile for SugarCRM can do for your business? Watch a demo and try it out for yourself!

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