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 R2 SP1 or higher
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

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.

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!

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.

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.

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.

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.

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.

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.

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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