W3B CRM Features

W3B CRM

Web-based integrated business management solution

4.89/5 (18 reviews)

W3B CRM Feature Summary

  • Project management
  • Contact management
  • Campaign management
  • PayPal and Authorize.net payments
  • Email integration
  • Document management
  • File sharing
  • Lead management
  • Product catalog
  • Quotes / proposals
  • Define type of service & hourly rate
  • Task management
  • Customizable dashboard
  • Billing & invoicing
  • Time & expense tracking
  • List management
  • API
  • Email marketing
  • Marketing automation
  • Territory management

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (358 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (159 other apps)
Automatic Notifications (194 other apps)
CRM Integration (130 other apps)
Calendar Management (180 other apps)
Custom Fields (146 other apps)
Customer Database (151 other apps)
Customizable Branding (191 other apps)
Customizable Reporting (159 other apps)
Customizable Templates (165 other apps)
Data Import/Export (174 other apps)
Electronic Payments (130 other apps)
Email Integration (185 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)
Reporting & Statistics (225 other apps)
Social Media Integration (162 other apps)
Third Party Integration (210 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


0 reviews

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

Android App


6 reviews

See all Android Apps

W3B CRM Feature Reviews

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

Cliff Dungey

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
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Ashlee Bonvicin

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!

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Ron Maas

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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Geoseph Moldovan

A great help for our distributors and sales team!

2015-12-06

We linked the invoicing system to Quickbooks and the customers, products and invoices were automatically retrieved inside of the crm.

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.

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Jo Marshall

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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John Benfield

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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Sonja Anderson

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 Markle

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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Pamela Tufts

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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Tim Daugherty

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 Belanger

Great company with helpful, knowledgeable employees!

2015-05-04

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.

Rating breakdown

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

Response from Web3Box Software


Thank you Nicole!

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Helga Mikolas

Web3 box for NWI

2017-03-23

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.

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!

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Patricia Backer

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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Ray Rogers

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!

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Sheena Nancy Sarles

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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Norine Wiebmer

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

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Jimmy Kassab

Extremely valuable Customer management tool to have!

2015-04-06

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.

Rating breakdown

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

Response from Web3Box Software


Thank you Jimmy!
We will continue to improve our services to meet your expectations.

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Kevin Craig

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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