W3B CRM Features

W3B CRM

Web-based integrated business management solution

4.89/5 (18 reviews)

Competitor Feature Comparison

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Billing & Invoicing
CRM
Calendar/Reminder System
Call Recording
Call Reporting
Call Scripting
Campaign Management
Campaign Planning
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Management
Content Management
Customer Segmentation
Customer Service Analytics
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Drip Campaigns
Electronic Payments
Email Management
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
File Management
File Transfer
Internal Chat Integration
Knowledge Management
Lead Distribution
Lead Management
Live Chat
Mailing List Management
Marketing Automation
Mobile Access
Monitoring
Multi-Channel Marketing
Performance Metrics
Predictive Analytics
Prioritization
Product Catalog
Project Accounting
Projections
Proposal Generation
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
Rules-Based Workflow
Search/Filter
Segmentation
Self Service Portal
Single Sign On
Social Media Integration
Tagging
Task Management
Task Planning
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Workflow Management
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API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Billing & Invoicing
CRM
Calendar/Reminder System
Call Recording
Call Reporting
Call Scripting
Campaign Management
Campaign Planning
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Management
Content Management
Customer Segmentation
Customer Service Analytics
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Drip Campaigns
Electronic Payments
Email Management
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
File Management
File Transfer
Internal Chat Integration
Knowledge Management
Lead Distribution
Lead Management
Live Chat
Mailing List Management
Marketing Automation
Mobile Access
Monitoring
Multi-Channel Marketing
Performance Metrics
Predictive Analytics
Prioritization
Product Catalog
Project Accounting
Projections
Proposal Generation
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
Rules-Based Workflow
Search/Filter
Segmentation
Self Service Portal
Single Sign On
Social Media Integration
Tagging
Task Management
Task Planning
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Workflow Management
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API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Billing & Invoicing
CRM
Calendar/Reminder System
Call Recording
Call Reporting
Call Scripting
Campaign Management
Campaign Planning
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Management
Content Management
Customer Segmentation
Customer Service Analytics
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Drip Campaigns
Electronic Payments
Email Management
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
File Management
File Transfer
Internal Chat Integration
Knowledge Management
Lead Distribution
Lead Management
Live Chat
Mailing List Management
Marketing Automation
Mobile Access
Monitoring
Multi-Channel Marketing
Performance Metrics
Predictive Analytics
Prioritization
Product Catalog
Project Accounting
Projections
Proposal Generation
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
Rules-Based Workflow
Search/Filter
Segmentation
Self Service Portal
Single Sign On
Social Media Integration
Tagging
Task Management
Task Planning
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Workflow Management
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Mobile apps

iOS App


1 review

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


6 reviews

W3B CRM Feature Reviews

17 reviewers had the following to say about W3B CRM's features:

Cliff D.

CRM by W3B

2016-08-03

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.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering W3B CRM

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

Source: Capterra
Helpful?   Yes   No
Read more
Ashlee B.

The best customization CRM!

2016-11-17

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you!

Read more
Ron M.

W3BCRM at StarWalk Kids Media

2015-04-09

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


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

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Sonja A.

Perfect for Advertising Agency! Spectacular company!

2015-04-23

I have tried all the big name brands as I said, and this one far surpassed the functionality of any of them.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you Z'Onion Creative Group! It's a pleasure to work with your team.

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Marilyn M.

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

2015-12-02

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


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

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John B.

W3BCRM - Best in Class Experience

2016-03-18

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).

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you John!

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Geoseph M.

A great help for our distributors and sales team!

2015-12-06

Web3Box team helped us set the CRM Sales and also trained our reps.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you! We are proud to have you in our clients list.

Read more
Jo M.

Superior Quality Across The Board!

2015-09-09

Without exception, my Sales Team's need for a CRM that is customizable has been met beyond expectation.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you Jo Marshall! We are happy to have your team using the CRM and we are happy to serve PlatinumOne Group!

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Pamela T.

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

2016-11-23

Well...there wasn't a perfect tool until I found W3B CRM because I can now customize it to meet my needs.

Pros

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

Cons

I haven't found any yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering W3B CRM

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
Helpful?   Yes   No

Response from Web3Box Software


Thank you very much Pamela!

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Norine W.

Incredible customer service

2015-12-04

Our team is virtual, so project management is imperative.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


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

Read more
Ray R.

Great Product

2016-09-20

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

Pros

Same as above

Cons

None

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering W3B CRM

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

Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you Ray!

Read more
Sheena Nancy S.

Excellent program supported by outstanding customer service

2016-06-05

Hi, I am new at this CRM and W3B is excellent for my small business.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you for the review and thanks again for choosing us!

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Patricia B.

Web3Box Company

2015-05-05

They built our website and we have considered their CRM system for our offices.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you Patricia!

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Tim D.

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

2016-03-22

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you Tim!

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Nicole B.

Great company with helpful, knowledgeable employees!

2015-05-04

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


Thank you Nicole!

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Kevin C.

Website Satisfaction

2015-10-01

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


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.

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Helga M.

Web3 box for NWI

2017-03-23

Excellent team to work with and easy to understand right from the beginning.

Pros

ease of use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Web3Box Software


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

Read more