wMobile for GoldMine CRM

Phone and Email Integration

wMobile interacts with your device allowing you to quickly phone and email contacts using the capabilities of the device. Users have full access to one or more email accounts and are able to manually or automatically link emails to contact records interaction history.

wMobile provides a full web based email center for both the phone and desktop user interfaces.

wMobile delivers an automatic email archiving service that allows your users to use any email client including their phones native client. Any email matching GoldMine contact email addresses will be automatically filed into contact history.

wMobile for GoldMine CRM supports all popular desktop and mobile platforms, and internet browsers.

Cross Platform Support

wMobile supports all phone devices such as iPhone®, Android®, and Blackberry®. wMobile supports all worldwide mobile phone carriers and systems with internet data service.

wMobile Desktop Edition supports desktop web browsers such as Internet Explorer, Firefox, Chrome and Safari on Windows and Apple computers.

Sales forecast and opportunities in wMobile for GoldMine CRM

Sales Forecast and Opportunity Management

wMobile allows you to easily review, update and add sales forecasts or opportunities for any contact and for any time period. wMobile offers a variety of filtering mechanisms to make it easy to select opportunities of certain types closing in certain periods.

wMobile for GoldMine CRM - Access Linked Documents

Linked Document Access

wMobile provides easy access to any document linked to the GoldMine CRM contact record.

wMobile for GoldMine CRM - Monthly Calendar View

Activity Management

wMobile allows you to quickly review, update, add and complete activities with immediate update of your GoldMine database.

Activities appear in both list and calendar format. You can edit, reschedule, complete and review activities quickly from the list.

wMobile for GoldMine CRM - Dashboard Reporting and Analytics

Dashboard Reporting & Metrics

Dashboards are available in both Phone and Desktop versions, displaying information on Pending and History activities. Key metrics such as calls, meetings, and sales completed and emails processed are viewable for individuals and teams based on security rights.

In the Desktop version, drill-down capability gives users a method to bring up lists of past due activities, today’s scheduled appointments, this month’s forecasted sales, closed sales for the month, new contacts, etc. Activities can be edited, completed, or deleted (depending on user permissions) from the resulting list.

wMobile supports access to Crystal Reports on the phone and desktop web client.

wMobile for CRM - wMobile Manager Console for Administrators

Easy Configuration & Administration

wMobile automatically inherits configuration from your GoldMine CRM system.

Administrators have a central application to manage users, record access, wMobile system and user settings, email settings, notification settings, document access, and logs. A designer application is included to allow additional changes to the wMobile Phone home menu interface.

wMobile for GoldMine CRM - Real-Time Activity History

Real-Time Data

Information updated on a wMobile device is immediately applied to your GoldMine system without the need for data replication, such as contact updates, completed activities, etc. These are immediately available to other users in GoldMine or on wMobile Phone or Desktop.

Server Requirements

Software Requirements

Supported Server Operating Systems:

Windows Server 2008 SP1 and SP2
Windows Small Business Server 2011
Windows Server 2012, 2016 and 2019

GoldMine Corporate or Premium Edition (GoldMine versions 7.x, 8.x, 9.x, 2013 or later)

Microsoft SQL Server 2005 or later
Microsoft .NET Framework 4.7.2 or higher
Microsoft ASP.NET 3.5 and 4.7 (components of IIS)
Microsoft IIS 7 or later (Internet Information Services)

Hardware Requirements

CPU: 2.0 GHz or better
Disk: 500 MB or better
RAM: 2 GB RAM (reserved for wMobile web server process) or better dependent on the number of concurrent users and other applications running on serve

Requirements may be higher for large databases or for systems with a large number of users.

Workstation Requirements

Operating System

wMobile Phone is supported on any mobile phone device with an internet connection and web browser.
wMobile Desktop is supported on Windows, Mac, and tablet operating systems (including iPads) with an internet connection and web browser.
wMobile Desktop is supported on tablet devices such as iPads or Android Tablets.

Supported Devices & Browsers

Devices: iPhone, iPad, Android, Blackberry, Windows Phone
Browsers: Microsoft Internet Explorer 11, Mozilla Firefox, Google Chrome, Apple Safari, Microsoft Edge

20+ Years of Happy Clients

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+++

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.

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.

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.

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.

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.

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.

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.

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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