W-Systems joins SugarCRM! Read Blog

Cross-Selling and Referrals in Sugar

Simplify and automate the product and service Referral process with wReferrals.

Watch a Demo Request a Quote

wReferrals: Cross-Selling & Referrals in Sugar

wReferrals: Crossing-Selling and Referrals in Sugar

Meet wReferrals: Cross-Selling and Referrals in 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.

Most organizations struggle with how to effectively encourage and enable sales teams to make referrals to peers.

If you have different sales teams handling your product and services or sending referrals to business partners, wReferrals is a tool that helps you simplify and automate the product and service Referral process.

Schedule a Demo

wReferrals Benefits

Create Referrals

wReferrals allows you to easily create referrals with minimum manual input.

Send Referrals

Send referrals from one Sugar to another, or to people from outside of your instance.

Get Notifications

Send notifications in Sugar to the receiving user, or send an email message to the external source.

Track Referrals

View, filter, and report on your referrals directly from within Sugar with a dedicated module.

Create Internal Referrals

wReferrals enables you to refer records internally, from one Sugar user to another. Any internal referral automatically links to the record's Account and Contact, so the receiver has immediate access to it when receiving the referral notification.

Send External Referrals

External referrals are sent to sources outside of your Sugar instance. When created, an email notification is sent to the receiver. You can also include URLs to the records in Sugar if the receiver has access to your CRM instance.

Receive Notifications

Based on the referral's source (internal or external), wReferrals can either send a notification in Sugar to the receiving user, or send an email message to the external source.

Track Referrals

wReferrals adds a custom module in Sugar where you can view all of your referral records or filter them by any criteria. Sugar also enables you to view the Referrals module's data in a dashboard.

SugarCRM logo icon cube

Supported Platforms

SugarCloud

Sell, Serve, Enterprise, Professional: 10.0.x

On-Premise

Enterprise & Professional: 7.9.x*, 8.0.x*, 9.0.x*, 10.0.x

*Note: W-Systems regularly updates wReferrals and introduces new features for the latest Sugar versions. Deprecated versions of wReferrals compatible with older Sugar releases may lack some of the features listed on this page.

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

20+ Years of Happy Clients

Star iconStar iconStar iconStar iconStar icon

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.

Star iconStar iconStar iconStar iconStar icon

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.

Star iconStar iconStar iconStar iconStar icon

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.

Star iconStar iconStar iconStar iconStar icon

The Entire Team Works Hard

The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!

Star iconStar iconStar iconStar iconStar icon

Simply Amazing!

W-Systems has been truly amazing. The staff is extremely knowledgeable and friendly. They really go the extra mile to help you through the process, and always do their best to make your vision a reality instead of just taking the easy way out. We are super pleased and look forward to continued business together.

Star iconStar iconStar iconStar iconStar icon

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.

Star iconStar iconStar iconStar iconStar icon

Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

Star iconStar iconStar iconStar iconStar icon

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.

Star iconStar iconStar iconStar iconStar icon

Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

Latest from our Blog

15 Reasons for 15 Years: Why W-Systems Loves Sugar

June 18th, 2019   •   6 minute read

Take a look below at 15 reasons why we love Sugar featuring employees from our sales, professional services, development, support, and marketing departments.

Read More

wReferrals: Maintain Metrics and Track Referrals in Sugar

August 20th, 2018   •   3 minute read

Looking to improve your referral process? wReferrals for Sugar helps users simplify and automate product and service referrals!

Read More

CRM for Credit Unions: Managing Referrals & Incentives in Sugar

July 24th, 2018   •   4 minute read

Having a systemized way to track what offers you are making to members is very important.

Read More

Training & Events

Sugar University

How to Use Sugar Sell

This course is designed to provide a basic introduction to Sugar Sell for end-users.

Recent Releases

September 30, 2020

wReferrals September 2020 Update

The September 2020 update to wReferrals addresses issues found in previous versions.

August 28, 2020

wReferrals August 2020 Updates

The August 2020 update to wReferrals includes updates to the Settings description in the package’s Admin section and fixes bugs found on previous versions.

View All Releases
Trustpilot