Connect SugarCRM with any cloud drive
With wDrive, you can manage your documents and customer relationships in one place.
No more siloed software
wDrive enables you to access your cloud storage and customer data in one place.
Multiple platforms
Whether you are using Google Drive, Dropbox, or OneDrive, wDrive can connect to your platform of choice.
Benefits of Sugar Onedrive
One-stop-shop
wDrive is the most direct way to ensure all your documents for sales and operations are up to date and available in single place for your business development and customer support teams.
IP protection
wDrive allows your team to access all your important documents from a safe and secure location. It also means that when a team member leaves your organisation, they don’t leave with documents on their computer or phone.
Automate for adoption
Connecting your drive storage to Sugar obligates your sales and customer service teams to access operationally critical documets via the CRM, which allows you to better track adoption rates and provide better management reporting.
Key Features of Sugar Onedrive
One-click access
Use a one-click button in Sugar to create a document from a template in Google Drive, Dropbox, or OneDrive.
Folder options
wDrive enables you to create and define your file and folders structure. You also have the option to set a default file path for your documents.
wDocs interoperability
wDrive can work together with wDocs and directly stores any merged documents in your cloud storage platform of choice.
Shareable links
Use shareable links to send documents to co-workers, customers, partners, and more.
Drag and drop
Use drag and drop to easily and quickly upload files to your document storage solution in Sugar.
Docusign interoperability
Send documents stored in your cloud storage platform of choice to DocuSign, and then forward them for review and signage via email.
Connect your cloud drive with SugarCRM
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