Enhanced Interaction Management in Sugar

Get quick access to all of your customer interactions in Sugar and boost employee productivity with wActivities.

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wActivities: Enhanced Interaction Management

wActivities for SugarCRM screenshot

Meet wActivities: Enhanced Interaction Management for Sugar

SugarCRM enables businesses to create customers for life with the world’s first intelligent, no touch customer experience (CX) platform. W-Systems offers a series of add-ons to Sugar to extend its core capabilities.

Get quick access to all of your customer interactions and boost employee productivity with wActivities. Our Sugar customization aggregates Calls, Meetings, Emails, Tasks, Cases, Notes, and any custom activities in a single place, effectively reducing the time and clicks spent on daily activity planning and review.

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wActivities Benefits

Less Clicking

wActivities collects your Sugar activities in two subpanels, significantly reducing the time it takes to check your planned and past activities.

Quickly Find Activities

The wActivities subpanels allow you to search or filter through your team's schedules and activities

Enhanced Relationships

Add additional modules where the activity records will be displayed, such as viewing a support call in the account record.

Multi-Module Reporting

Report data from multiple modules, such as reporting on every activity type your support team has had on a weekly basis.

Easily Access Your Activities

wActivities collects past and upcoming Calls, Meetings, Emails, Tasks, Notes, and any custom Sugar activities in two filter-enabled subpanels for quick and easy access, significantly reducing the time it takes to check your planned and past activities.

Search and Filter Activities

The Activities and History subpanels allow you to create filters and quickly get an overview of your team's schedules and actions. You also have the ability to search for specific activity records using search keywords in the subject or description.

wActivities Add Custom Modules From SugarCRM Admin

In-Depth Customization Options

Go beyond standard Sugar activities—wActivities can be configured to sync with custom modules, allowing you to tailor your activities for your business needs.

enhanced module relationships screenshot

Enhanced Module Relationships

Enhanced module relationships enable you to add additional modules where the activity records will be displayed. For instance, logging a call to a support case will also automatically link the call to the related account and allow you to quickly view the call activity in the account record.

Quickly Create Any Activity

The Activities and History subpanels include Create actions for all of your activity types, allowing you to plan and log your calls, meetings, tasks, and much more with just a few clicks. You can also customize your available actions, and the default Create action.

Improved SugarCRM Historical Summary

Enhanced Historical Summary

wActivities includes an enhanced version of Sugar's out-of-the-box Historical Summary, allowing you to create filters for your activities, and sort by fields.

wActivities Report in SugarCRM

Report on Multiple Modules

As wActivities collects aggregates all of your interactions in a single modules, it enables you to report data from multiple modules, such as reporting on every activity type your support team has had on a weekly basis.

wActivities Historical Narrative in SugarCRM

Detailed Historical Narrative

If you need to take a more in-depth look at your activities and interactions, the Historical Narrative panel includes the full content of your records, including file attachments.

Customize wActivities subpanels in SugarCRM Admin

In-Depth Subpanels Customization

The Activities and History subpanels included in our interaction management customization for Sugar enable you to update filters, actions, labels, and much more.

W-Systems Knows Sugar

As a Top 5 Worldwide and Elite designated SugarCRM partner we have deployed Sugar to 100's of organizations. We are business analysts and developers, and we want to make Sugar fit your organization like a glove. Put us to the test, we love a challenge.

Visit our Blog

We publish a wealth of tips, customization examples, and reviews of useful tools that work with Sugar. To learn more visit our blog.

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wActivities Resources

wActivities for SugarCRM Datasheet Cover

wActivities - Datasheet

Learn more about the core features and capabilities of wActivities.

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wActivities costs $120 per year per license (min. 10 users) plus installation

20+ Years of Happy Clients

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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

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Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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Stellar Service

We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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Training & Events

Sugar University

Get Started Using Sugar for Sales

Learn the essentials of using Sugar as a Sugar sales business user.

Recent Releases

January 27, 2020

wActivities January 2020 Update

The wActivities January 2020 Update includes the possibility to link any activity on all modules to a parent account and addresses issues found in prior versions.

December 27, 2019

wActivities December 2019 Update

The wActivities December 2019 Update addresses issues found in previous versions.

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