About w3bCRM

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, em...


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Supported Operating System(s):

Web browser (OS agnostic)

18 Reviews of w3bCRM

Average User Ratings

Overall

4.89 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(16)

16

4 stars

(2)

2

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 18 results

April 2015

Ron from StarWalk Kids Media

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

April 2015

W3BCRM at StarWalk Kids Media

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.

Response from Web3Box Software

Replied April 2015

Thank you Ron. We are proud that StarWalk Kids Media use Web3Box CRM. We continue improving our services to meet your expectations.

November 2016

Pamela from Matua Projects

Company Size: 1 employee

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2016

I can't remember the last time I was so well treated by a company!

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!

Pros

I am able to customize areas to better meet my unusual needs.

Cons

I haven't found any yet.

Response from Web3Box Software

Replied December 2016

Thank you very much Pamela!

March 2017

Helga from Networking With Impact

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2017

Web3 box for NWI

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.

Pros

ease of use

Response from Web3Box Software

Replied March 2017

Thank you Helga! We appreciate your feedback and your support!

December 2015

Marilyn from Markle Design Group

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

December 2015

Using Web3Box for our first attempt at software-based Customer Relations and Project Management.

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.

Response from Web3Box Software

Replied December 2015

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

December 2015

Norine from Networking With Impact

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

December 2015

Incredible customer service

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!

Response from Web3Box Software

Replied December 2015

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