CRM & Email and Calendar Integration

Sugar makes it easy for you to track customer emails, manage appointments and keep your calendars in sync with Sugar's seamless CRM integration features.

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CRM & Email and Calendar Integration

Sugar

Sugar’s email and calendar integration streamlines common tasks and promotes effective communication between your users and customers.

With Sugar's CRM email integration feature, you can easily view your customer emails in Accounts, Contacts, Leads, Opportunities, or Cases modules. Use the Sugar Email Archiving feature to automatically save all your customer communications like emails and meetings to Contact records. Avoid losing key customer emails, attachments, or calendar events.

Leverage out-of-the-box Sugar Plug-Ins for Microsoft Outlook and Lotus Notes. Integrate your CRM data with your email clients. With a few clicks, Sugar users can sync emails, contacts and calendar information into Sugar modules.  Capture important customer communications within Sugar and archive emails directly from the Outlook and Lotus Notes email clients into Sugar.

Sugar’s Calendar module allows users to easily schedule, view, and manage their activities like calls, meetings and tasks, all in one place.  Easily keep track of all your customer meetings and view their history in various Module including Contacts, Opportunities or Cases. Drag and drop appointments into the Calendar Module from popular email applications.

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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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Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

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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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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.

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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.

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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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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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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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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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