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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.
Sell, Serve, Enterprise, Professional: 10.0.x
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.
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
wReferrals costs $120 per year per license (min. 10 users) plus installation.
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.
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.
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!
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.
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.
W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.
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.
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 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.
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 introductory course provides new Administrators who are familiar with other CRMs the skills necessary to start administering Sugar.