Self-Service Portal

Sugar’s Customer Self-Service Portal enables quicker time to resolution and reduces overall caseload, by allowing individuals to create cases, update their account information, search the knowledge base, and track bugs to resolution.

Start Your Free Trial Watch a Demo

Self-Service Portal

Sugar Self-Service Portal screenshot

With Sugar’s customer self-service portal, customers can create cases, upload relevant information, search the knowledge base, and track cases to resolution without ever having to pick up a phone.

All cases automatically appear within the Sugar Cases module. The self-service CRM customer portal allows individuals to easily update their contact information, check their case histories and opt-out of newsletter subscriptions.

Expose support knowledge to customers through FAQs and knowledge base. Reduce the number of inbound support calls by offering a self-service environment where customers can instantly find and receive answers to their questions, submit troubleshooting tickets, quickly resolve issues and more.

Sugar Administrators can easily tailor the entire self-service user journey with layout changes and custom fields through Sugar Studio for a more personal and on-brand experience.

W-Systems is a SugarCRM Elite Partner award winning of the SugarCRM Global Reseller of the Year

SugarCRM has plans that scale with your team. No hidden fees or gotchas.

20+ Years of Happy Clients

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

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.

Star iconStar iconStar iconStar iconStar icon

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!

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

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

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.

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

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.

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!

Trustpilot