w3bCRM Software


 

w3bCRM combines a contact database and sales and project management along with email marketing and invoicing functionality for small and medium size businesses.

Sales functionality includes a contact database, where users can record information about prospects and track which should receive follow-up. Users can also define and map lead territories and create visuals that highlight the performance of various channels.

Project management functionality allows users to define projects, specify start and end dates, list project leads and resources and assign tasks to team members. The project management system functionality also offers users the option to send invoices.

w3bCRM also offers a variety of marketing tools including newsletters, email campaigns and MailChimp integration. It also has a built-in HubSpot API so users can import contact from Hubspot CRM.

Additionally, w3bCRM offers online training, in-office training and over 100 video tutorials and CRM customization options.

 

w3bCRM - Dashboard
 
  • w3bCRM - Dashboard
    Dashboard
  • w3bCRM - Projects funnel
    Projects funnel
  • w3bCRM - Opportunities funnel
    Opportunities funnel
  • w3bCRM - Open invoices
    Open invoices
  • w3bCRM - Monthly sales
    Monthly sales
  • w3bCRM - My projects
    My projects
Supported Operating System(s):
Web browser (OS agnostic)

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