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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.

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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

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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.

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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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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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Good Integrator to Work With

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.

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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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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 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.

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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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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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