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)

18 Reviews of w3bCRM

Showing 1-18 of 18

 

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Helga from Networking With Impact
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Web3 box for NWI

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Source: Capterra
 

Pamela from Matua Projects
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

I was a bit overwhelmed by the process of deciding which company would have the features that worked best for me. In this case, the perfect solution was a support department that cared enough to take the time to listen so they could help me decide on the features. The support was the key!

Source: Capterra
 

Ashlee from US Drug Test Centers

November 2016

November 2016

The best customization CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

W3B CRM has been life changing! This CRM is so easy to use and have the functionality to be 110% customizable to your companies needs. The CRM has searchable fields for everything, tracks any changes and updates you make automatically, can send out auto-emails, can import data from intake forms on your website directly into the CRM and so much more.
This company has been able to listen to all of our wants and needs and make it happen. They respond right away to all emails and phone calls and schedule regular weekly or bi-weekly meetings to show us where they are at in the developing process.
Would highly recommend this company to anyone needing a CRM!

Source: Capterra
 

Ray from Industrial Equipment Sales Co.
Number of employees: 1 employee Employees number: 1 employee

September 2016

September 2016

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Ease of use and the simplistic design and features are the best I have ever used in over 30 years. Great product and support.

Pros

Same as above

Cons

None

Advice to Others

Those who have used other products will never use anything again.

Source: Capterra
 

Cliff from CTSit
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

CRM by W3B

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

The software has many modules, the quoting, invoicing, time tracking and custom reports are used daily, the look and functionally are great. The mobile version is simple and effective. The price per user is fantastic.

Cons

I don't have any cons to write as the software is doing everything we need it to at this point.

Advice to Others

W3B make system changes all the time, this enhances the product more and more as we use it.

Source: Capterra
 

Sheena Nancy from Growing Younger Gracefully

June 2016

June 2016

Excellent program supported by outstanding customer service

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Hi,
I am new at this CRM and W3B is excellent for my small business. There is a learning curve but it is not too steep. The customer service in helping me has been the single reason I will look no further. George has walked me through the process and refinements to make all this really work for me. He is so knowledgable, friendly, and super responsive. This program meets all of my needs and then some and I know it will scale as my business grows. Great product!

Source: Capterra
 

Tim from Total Control, LLC

March 2016

March 2016

Great custom CRM - Highly customizable and perfect for our business!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

While there are pros and cons with any software platform or program, the pros far outweigh the cons with the W3B CRM. Sorin and his team have been extremely responsive to any issue or bug we may have found, and have been more than generous with their time and expertise in getting this product customized to our needs.

Source: Capterra
 

John from IsaBella Products, Inc

March 2016

March 2016

W3BCRM - Best in Class Experience

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Geoseph from QualChem

December 2015

December 2015

A great help for our distributors and sales team!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We are a chemistry company with sales division and distributors. Web3Box team helped us set the CRM Sales and also trained our reps. We were great pleased by in the company training sessions and online sessions! For the distributors, having the invoices, reports and expenses in one place is amazing. We linked the invoicing system to Quickbooks and the customers, products and invoices were automatically retrieved inside of the crm. Best part, is that this guys did a lot of customization to make the system fit my business! That was a huge help! Over all we are happy with this relation and with their company support services.

Source: Capterra
 

Norine from Networking With Impact

December 2015

December 2015

Incredible customer service

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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!

Source: Capterra
 

Marilyn from Markle Design Group

December 2015

December 2015

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Kevin from Craig & Craig Security Inc.

September 2015

September 2015

Website Satisfaction

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Jo from PlatinumOne Group

September 2015

September 2015

Superior Quality Across The Board!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I can not be more pleased than I am with Web3box! Without exception, my Sales Team's need for a CRM that is customizable has been met beyond expectation. Our CRM truly fits the way we do business because every need for tailoring has been met with the most sincere attitude to be of assistance. The W3BCRM Team exemplifies professionalism, a spirit of excellence and attention to detail. I so appreciate being able to pick up the phone and speak with a live person who has demonstrated time and again, both the expertise and the heart to address any concern for moving our business forward. Thank You!

Source: Capterra
 

Patricia from Certified Payroll Services Inc

May 2015

May 2015

Web3Box Company

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I have been working with Web3Box for 4 years now, not only are they a client of mine but we are also a client of theirs. They built our website and we have considered their CRM system for our offices. I can say that every time I have reached out for small changes, questions, or total overhauls to the site, they have always responded within 24 hours or sooner and all of my changes have been made in 24 hours or sooner. EVERY TIME! Customer service is lacking in our lifetime and I can say with experience, this company surpasses the "Red Ocean" in terms of that and practices the "Blue Ocean" that is now customer service, without competition! Great Job, would recommend them to every one.

Source: Capterra
 

Nicole from Motor City Wash Works

May 2015

May 2015

Great company with helpful, knowledgeable employees!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Sonja from Z'Onion Creative Group

April 2015

April 2015

Perfect for Advertising Agency! Spectacular company!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Ron from StarWalk Kids Media

April 2015

April 2015

W3BCRM at StarWalk Kids Media

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Jimmy from 26MGMT

April 2015

April 2015

Extremely valuable Customer management tool to have!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

The team at W3BCRM are very knowledgeable and courteous when it comes to assistance with their software as well as customizing the software to best fit your business needs based on the input that you provide to them.

We are very satisfied with their product and are certain it will be valuable tool to incorporate for many different types of industries out there!

Source: Capterra