W3B CRM - 2026 Pricing, Features, Reviews & Alternatives

W3B Management Solutions is an all-in-one business management solution which provides integrated tools for Customer Relationship Management (CRM), Project Management and Online Invoicing. W3B is the flagship product offered by US-based developer Web3Box Software LLC, who also provide custom web applications and mobile apps. The web-based solution helps in managing customer interaction and automating processes involved in sales & invoicing.

CRM/Sales helps businesses to create online profiles for their company and employees. The solution helps in establishing and assigning territories for their various sales teams to clarify individual sales process and boundaries. Sales teams can view their client list on a map and highlight potential areas using different color-coding schemes. Team managers can distribute potential leads between their employees and track their progress in real-time through the intuitive dashboard. Once the lead is successfully converted into sales, the solution automatically stores every information around it in a centralized database for after sales follow-up.

Project Management tool helps in defining projects, resources assigned and activities involved in every project. The solution allows project managers to assign people to projects and define individual roles required in completing the project. The instant notification feature sends an alert to respective stakeholders through email or text message whenever a milestone is achieved in the course of project delivery. Other features include inbuilt reporting, project scheduling, setting individual or team level goals & objectives and more.

The Online Invoicing module helps in tracking invoice activity and sending invoices to clients via email. W3B solution also offers a set of predefined financial report templates which can be easily used by businesses for their annual reporting or auditing purpose.