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Sugar provides a comprehensive set of CRM security capabilities to manage teams, roles, and access privileges.
Sugar roles define permissions for users such as what kinds of records they can access and what level of access they are allowed. Roles work in conjunction with Teams to form a robust CRM security model for non-admin users in Sugar.
Team-based security can simplify CRM security administration for organizations that are experiencing rapid growth and/or transformation. Team membership determines which records a user is allowed to see, while role membership determines module availability and what a user can do with the records he can see.
Roles are used to control access to modules and the fields within those modules. Users belonging to a particular role will have the ability to access increased or reduced functionality depending on the module- and field-level changes made within the role.
All of the above can be easily configured by Sugar Administrators.
SugarCRM has plans that scale with your team. No hidden fees or gotchas.
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.
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.
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!
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 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.
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+++
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.