W-Systems joins SugarCRM! Read Blog

Go Paperless and Accelerate Your Business

Automate document processes and speed up your sales cycle with our Document Automation tools.

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Automated Document Processes and Speed Up Sales Cycles

Document strategy is often overlooked, but we view it as an area of low hanging fruit where we can ramp up your productivity and shorten your sales cycle. To create Document Automation solutions we build out automation in your CRM and then work with best in class tools to help you further automate your document creation and storage processes.

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The Path to Document Automation Success

Templates

Document Automation instantly grabs the latest information from your database and dynamically updates your contact's data in a flash. No more worrying about mistyping last names!

Storage

Can't find the folder where you copied that invoice from a few months ago? Document Automation enables you to connect to your favorite cloud storage service and automatically organizes your files.

Integration

Is the process of generating, collecting, and storing invoices in your CRM too cumbersome? Sync your CRM and transaction software with Document Automation tools and reduce to a few simple clicks!

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Meet wDocs: Sugar Document Automation

A common need among Sugar users is the ability to create letters, contracts, proposals, mailing labels, and forms. 

Meet wDocs, a tool to quickly create Microsoft Word templates that can be used to merge information from any module in Sugar into a presentation-quality document.

Sample documents include account profiles, casework orders, contracts, mailing labels, and proposals.

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Meet wDrive: Dropbox, Google Drive & OneDrive in Sugar

Organizations struggle with user adoption when their employees have to log in to too many platforms.

Manage your documents and customer relationships in one place with wDrive. The connectors to Dropbox, Google Drive, and OneDrive enable you to access your documents directly within Sugar in real-time.

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#1 Rated CRM Product

With Sugar, you get a simple user interface, industry-leading customer experience, and an intuitive customization platform. It's lean, fast and integrates with anything. Sugar's modern design works seamlessly on the devices you use every day. That's why more are ditching legacy systems and choosing Sugar to build better business relationships.

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Featured Case Studies

Latest from our Blog

A Bright Future with SugarCRM

November 5th, 2020   •   2 minute read

We are pleased to announce we’ve been acquired by Sugar and are officially joining forces to help our customers create customers for life.

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11 Practical Steps for Migrating from Email Marketing to Marketing Automation

October 29th, 2020   •   11 minute read

Learn how to leverage Sugar Market's features for a smooth migration from email marketing to marketing automation!

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Release RoundUp: Sugar Q4 2020 (10.2)

October 23rd, 2020   •   9 minute read

The latest release of Sugar, known as Sugar Q4 2020 is a SugarCloud release that introduces several awesome updates. Here’s our Release RoundUp for Sugar 10.2!

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Advanced Calendar Solution for Sugar

October 22nd, 2020   •   3 minute read

We just released a brand new version of wCalendar, our Sugar enhancement that enables users to display any Sugar records in a calendar.

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SugarConnected 2020 Recap: The Next Frontier in Customer Experience

October 20th, 2020   •   9 minute read

Even in a virtual environment, SugarConnected 2020 was full of news and announcements for Sugar customers. Learn what SugarCRM has in store for you in 2021.

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The 5 Secrets of the W-Systems Professional Services Team

October 15th, 2020   •   6 minute read

How does W-Systems successfully implement so many Sugar projects? Learn more straight from our Professional Services team!

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Training & Events

Introduction to SugarBPM

This course is for administrators who would like to explore SugarBPM/Advanced Workflow and all it has to offer.

Jan 26

Working with Sugar Studio

This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.

Jan 28

Sugar Administration - Essentials (Multi-Day)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Feb 09
Sugar University

How to Use Sugar Sell

This course is designed to provide a basic introduction to Sugar Sell for end-users.

Recent Releases

December 01, 2020

wDocs November 2020 Update

The November 2020 update to wDocs includes a Search function on mobile and addresses issues found in previous versions.

December 01, 2020

wDrive November 2020 Update

The November 2020 update to wDrive includes an About option for each dashlet and addresses issues found in previous versions.

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