W3B CRM 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Starting at $10.00 per month
About W3B CRM
w3bCRM combines contact database and sales and project management with email marketing and invoicing functionality for small and mid-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. Users can also download the report in CSV format.
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 functionality also offers an option to send invoices.
w3bCRM provides marketing tools including newsletters, email campaigns and MailChimp integration. It has a built-in HubSpot API so users can import contact from Hubspot CRM. The Dashboard allows users to view sales results and add, edit records.
Additionally, w3bCRM offers online training, in-office training and video tutorials and CRM customization options.
W3B CRM Screenshots

W3B CRM Pricing and Plans
Basic
$10.00
No plan information available

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W3B CRM Features
- Popular features found in CRMCalendar ManagementCustomer Journey MappingEmail ManagementQuotes/EstimatesReporting/AnalyticsSales Pipeline ManagementSegmentationTask ManagementTerritory ManagementWorkflow Management
- More features of W3B CRMActivity DashboardAPIBilling & InvoicingCalendar/Reminder SystemContact DatabaseContact ManagementCRMDashboardDocument StorageEmail MarketingFile ManagementInternal Chat IntegrationLead ManagementMarketing AutomationMobile AppProduct CatalogTemplatesTime & Expense Tracking
W3B CRM Integrations
W3B CRM User Reviews
Overall Rating
4.9
Ratings Breakdown
5
89%
4
11%
3
0%
2
0%
1
0%
Secondary Ratings
Ease of Use
4.8
Value for money
5.0
Customer support
5.0
Functionality
4.8
Have you used W3B CRM and would like to share your experience with others?
Ron M.
Used unspecified for unspecified
Review sourceReviewed April 2015
W3BCRM at StarWalk Kids Media
5
We highly recommend the Web3box CRM to anyone who has complex market requirements, and needs an effective, responsive support team to help them manage their customer contacts. StarWalk Kids Media publishes and sells subscriptions to a streaming collection of eBooks designed for children with access through their school, library or at home. Since the school and library market is complex and has many intermediate channels and buying entities, we needed a CRM that could track and segment contacts in multiple ways to represent individual customers as well as their purchasing and decision-making groups. Our sales team includes both direct and independent reps who have used Pivotal, Salesforce.com, ACT, Sugar, and Zoho CRM's. We wanted a multi-user CRM that was web-based, flexible, and affordable, and found the right fit with Web3xox CRM. While the Web3box CRM is all of those things, we found that the Web3box team listened to our needs and was able to quickly modify and adapt the CRM to our specific requirements. They imported our existing prospects and leads from our ACT database and made changes to accommodate the unique way we segmented our prospects. They made numerous additional modifications to accommodate best practices in our market, and have been responsive and effective in making changes and upgrades as needed, especially in the area of email integration and handling multiple contacts at a single location. The Web3box CRM is linked to our online marketing and sales sites, so capturing leads and responding to customer requests has never been easier. The ability to track and associate subscriptions to accounts is a core requirement, and the Web3box CRM manages this very effectively. We highly recommend the Web3box CRM to anyone who has complex market requirements, and needs an effective, responsive support team to help them manage their customer contacts.
Ratings Breakdown
Vendor Response
Thank you Ron. We are proud that StarWalk Kids Media use Web3Box CRM. We continue improving our services to meet your expectations.
Replied April 2015
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Pamela T.
Financial Services
Self-Employed
Used daily for less than 6 months
Review sourceReviewed November 2016
I can't remember the last time I was so well treated by a company!
5
As an independent contractor I'm not really in sales but I have a long client list that I have to work with until I can get their accounts closed. There are many details to address and those all happen over a long period of time. There really isn't a perfect tool for me. Well...there wasn't a perfect tool until I found W3B CRM because I can now customize it to meet my needs. I can make adjustments and changes that work best for my situation. I am not a programming person and I don't care for the setup process. I just want to get to work! I had to ask lots of questions and I was always treated like I was the most important person on their client list. I got the royal treatment from the first day I contacted them. I have been working with George and he is amazingly patient as I define what my needs are and he addresses them in the best possible way. I have resisted this process for the better part of a year. I may have dragged my feet but with George's help I have made up for lost time. He answered my emails with detail and unquestionable knowledge. I am impressed! I am still new to CRM software but I am certain that I made the right decision in choosing W3B. It's perfect!
Ratings Breakdown
Vendor Response
Thank you very much Pamela!
Replied December 2016
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Marilyn M.
Used unspecified for unspecified
Review sourceReviewed December 2015
Using Web3Box for our first attempt at software-based Customer Relations and Project Management.
4
The interface is elegant and easy to navigate after some initial learning curve. I appreciate how using the software, besides being a useful set of tools, helps guide you through some of the planning and thinking about how to manage CRM and work in a team environment efficiently. I think this type of system for each of the components (CRM, Project Management, and Invoicing Automation) is already a must for most businesses in this virtual-workplace era, but having them bundled thoughtfully in one place makes Web3Box an outstanding resource. And the personal level of responsiveness, customization and problem solving is unmatched.
Ratings Breakdown
Vendor Response
Hi Marilyn, Thank you for your review! We appreciate a lot any comment or feedback from you or from any of your team members. Regards, George
Replied December 2015
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Helga M.
Marketing and Advertising
11-50 employees
Used daily for less than 2 years
Review sourceReviewed March 2017
Web3 box for NWI
5
Excellent team to work with and easy to understand right from the beginning. This has helped us get organized and gives us the chance to send out invoices quickly as well as track the payments received and also outstanding invoices not paid. Whenever we have a problem by the time we send out the request they have already sent the answer and fixed the problem. The Web3box team has been a pleasure to work with, I would highly recommend them.
Ratings Breakdown
Vendor Response
Thank you Helga! We appreciate your feedback and your support!
Replied March 2017
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Norine W.
Used unspecified for unspecified
Review sourceReviewed December 2015
Incredible customer service
5
Web3box was just the product I was looking for. I am responsible for both business development and coordinating independent contractors who are assigned to our client projects. I had no idea that an all-in-one product existed. I was thrilled to find Web3box. Now I can not only stay organized as I pursue a new business opportunity but I can align my team as they work with our clients- all in one system. Our team is virtual, so project management is imperative. They can track their hours and i can bill my clients right from the system. No need for a paper trail. It is all in one place! What sets Web3box apart from the other companies is their incredible customer services. They return your calls immediately. I am not very computer savvy so I prefer a live person who can simply walk me through a process. They are great communicators!! There are also easy to follow videos so you can always refer back to them. The system is easy to use and very intuitive. They also helped me to build a and embed my sales process. Now I can easily train the rest of my sales team!
Ratings Breakdown
Vendor Response
Hi Norine, Thank you for the kind words! Norine, we also thank you a lot for your inputs. Your sales team constantly helps and challenges us with ideas, requests, advices. That is the way we built the perfect system here ... we listen to our customers and we improve the functionality based on their experience. Regards, george
Replied December 2015
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Sonja A.
Used unspecified for unspecified
Review sourceReviewed April 2015
Perfect for Advertising Agency! Spectacular company!
5
As the director of an advertising agency, I have wrestled with the way to have a dashboard that truly reflects everything going on with our customers, leads and team activity. I have dabbled with lots of big name software and have found I needed to always employ two - one for CRM and one for Project Management, and the two areas just didn't talk with each other from the 20,000 ft view. I need to see who is contacting who, how that is going, are the clients engaged, what is happening with a project, how does the sales funnel look, are people being active in connecting with their customers and leads. I decided to give Web3Box a trial and couldn't be happier. Their customer support and service is so extensive I was impressed right away. They didn't just walk me through steps - they customized the product to my needs and particulars and made it even MORE functional than before. They are priced right for our organization and they are truly a delight to work with. If you don't at least give them a try you'll be missing out. I have tried all the big name brands as I said, and this one far surpassed the functionality of any of them.
Ratings Breakdown
Vendor Response
Thank you Z'Onion Creative Group! It's a pleasure to work with your team.
Replied April 2015
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John B.
Used unspecified for unspecified
Review sourceReviewed March 2016
W3BCRM - Best in Class Experience
5
As a Consultant, a President, and a VP/GM, I have had deep dive experience w/ W3B's Services and CRM product, in 3 different companies and business environments over the last several years, and with out hesitation, I can rate all 3 experiences as exceptional. The W3B's level of support is so thorough that the W3B team are considered more "partners, than Vendors" they are available around the clock for anything that arises, and their expertise and creativity has been a major factor that has contributed greatly to our successes. Faced with a wide range of technology , design, engineering and development needs, W3B has always had the talent and skills to meet and surpass our requirements. The W3B CRM Product has been easy to incorporate, extremely adaptable and customizable to various needs and requirements, and less expensive and more simple to adopt than its competition ( SalesForce, Sugar, et al). I am happy to suggest that anyone in need of Technology and CRM solutions give W3B serious consideration.
Ratings Breakdown
Vendor Response
Thank you John!
Replied March 2016
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Nicole B.
Used unspecified for unspecified
Review sourceReviewed May 2015
Great company with helpful, knowledgeable employees!
5
Web3Box is a joy to work with. If you have a question or concern, they are extremely available to their customers. Anytime I reach out to the company, one of their employees helps me immediately. They are efficient, timely and friendly. They have made countless customizations for us, all of which have increased our own efficiency dramatically. They are willing to work with us when we have an idea, and they turn it into functioning software, and they do it quickly! Their CRM system is extensive and sophisticated. Before we had their software, our leads were sitting in countless spreadsheets. Now, they are organized by territories that we defined, and are sent to our distributors in real time. The transition is allowing our company to maximize on business opportunities and keep up with our rapid growth. I would recommend working with Web3Box to anybody who has software needs and wants to work with an accommodating and educated company.
Ratings Breakdown
Vendor Response
Thank you Nicole!
Replied May 2015
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Cliff D.
Information Technology and Services
2-10 employees
Used daily for less than 6 months
Review sourceReviewed August 2016
CRM by W3B
4
George from W3B personally makes sure you are satisfied with there CRM product, Easy to contact by phone or email, always ready to modify something if needed.
Ratings Breakdown
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Kevin C.
Used unspecified for unspecified
Review sourceReviewed October 2015
Website Satisfaction
5
I'm very old school and believe in those (yester) years of customer service which seems like it is missing in the fabric of many companies...however when I came across Web3box I noticed the attention I was given, recommendations to simplify everything. Asking perceptive questions, often innovative communication methods that are so helpful, speedy responsiveness to issues. Very pleased at the staffs qualified team that makes this strong engine run. The bottom line here is "Web3box" gained a customer for life and will highly recommend to friends & family.
Ratings Breakdown
Vendor Response
Hello Kevin, Thanks alot for your feedback! We enjoyed a lot doing business with you, and we are happy to have you customer for life. Thanks again! George.
Replied October 2015
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