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.
wReferrals allows you to easily create referrals with minimum manual input.
Send referrals from one Sugar to another, or to people from outside of your instance.
Send notifications in Sugar to the receiving user, or send an email message to the external source.
View, filter, and report on your referrals directly from within Sugar with a dedicated module.
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.
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.
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.
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.
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.
We publish a wealth of tips, customization examples, and reviews of useful tools that work with Sugar. To learn more visit our blog.Newsletter Sign Up
Download this datasheet to learn about wReferrals' core features capabilities.Download
wReferrals costs $120 per year per license (min. 10 users) plus installation.
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.
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.
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.
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.
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.
W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.
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!
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.
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.
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 »
Looking to improve your referral process? wReferrals for Sugar helps users simplify and automate product and service referrals! Read More »
Having a systemized way to track what offers you are making to members is very important. Read More »
This live virtual class will provide you with the tools necessary to use Sugar as a new End User.
This course is for any Sugar user that is looking to learn how to run reports efficiently in Sugar
The May 2019 update to wReferrals addresses issues identified in previous versions.
The June 2018 update to wReferrals includes fixed issues identified in previous versions.
The May 2018 update to wReferrals includes new features and fixed issues identified in previous versions.