TrustRadius Insights
Users of the W3B CRM have found it to be an invaluable tool for managing their business operations. From the beginning, the software's …
Starting at $10 per month
View PricingOverview
What is W3B CRM?
W3B CRM is a customer relationship management (CRM) solution designed to assist businesses in managing and maintaining relationships with their customers. This software is suitable for businesses of various sizes, from small startups to large enterprises. It caters to a wide range of professions and...
Recent Reviews
Leaving a review helps other professionals like you evaluate Customer Relationship Management (CRM) Software
Be the first one in your network to review W3B CRM, and make your voice heard!
Get StartedPricing
Basic
$10
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is W3B CRM?
W3B CRM is a customer relationship management (CRM) solution designed to assist businesses in managing and maintaining relationships with their customers. This software is suitable for businesses of various sizes, from small startups to large enterprises. It caters to a wide range of professions and industries, including sales teams, marketing teams, customer support teams, service-based businesses, and e-commerce businesses.
Key Features
Lead Tracking: According to the vendor, W3B CRM allows users to capture, assign, and track leads throughout the sales process, providing insights into lead conversion rates.
Contact Management: W3B CRM provides a centralized database for storing and managing customer contacts, enabling users to track communication history and categorize contacts based on different criteria.
Sales Pipeline Management: The vendor claims that with W3B CRM, users can easily manage their sales pipeline by tracking deal progress, setting milestones and stages, and forecasting sales revenues.
Opportunity Management: W3B CRM enables users to track and manage sales opportunities, allowing them to create, update, and analyze the likelihood of closing deals.
Task and Activity Management: Users can create and manage tasks and activities related to customer interactions in W3B CRM, ensuring timely follow-ups and efficient customer management.
Email Integration: According to the vendor, W3B CRM seamlessly integrates with email platforms, enabling users to send and receive emails directly within the CRM system, streamlining communication and capturing all customer interactions.
Document Management: W3B CRM offers a document management feature, allowing users to upload and attach customer-related documents, making it easy to access and share relevant files.
Reporting and Analytics: The vendor states that W3B CRM provides robust reporting and analytics capabilities, allowing users to generate reports, analyze data, and gain insights to make informed business decisions.
Customer Support Ticketing: W3B CRM includes a customer support ticketing system, enabling users to create, track, and assign support tickets, ensuring timely resolution of customer issues.
Mobile Access: According to the vendor, W3B CRM's mobile access feature allows users to access and manage customer information, track sales activities, and respond to customer inquiries on the go, enhancing productivity and enabling remote collaboration.
W3B CRM Features
- Supported: Activity Dashboard
- Supported: Calendar/Reminder System
- Supported: Contact Management
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Internal Chat Integration
- Supported: Lead Management
- Supported: Marketing Automation
- Supported: Quotes/Estimates
- Supported: Segmentation
- Supported: Task Management
- Supported: Territory Management
W3B CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Android, iPhone, iPad |
Comparisons
Compare with
Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of the W3B CRM have found it to be an invaluable tool for managing their business operations. From the beginning, the software's intuitive interface and ease of use allow users to quickly get organized and efficiently send out invoices. The ability to track payments and outstanding invoices ensures smooth financial management. The customization options provided by the CRM allow users to tailor the software to meet their specific needs, making it a versatile tool for businesses of all sizes.
One of the standout features of the W3B CRM is its exceptional customer service. Customers appreciate the personalized attention they receive from the Web3box team, who are known for their patience and knowledge in addressing users' questions and needs. The support team promptly responds to emails and phone calls, providing detailed responses and regular progress updates.
The functionality of the CRM has received high praise from users. Its searchable fields, automatic tracking of changes and updates, and the ability to send auto-emails and import data from website forms make it a highly efficient tool for managing customer relationships. Additionally, users with over 30 years of experience in the field have commended the CRM's ease of use, simplistic design, and feature set.
Chemistry companies with sales divisions and distributors have found great value in using the W3B CRM. It streamlines invoicing, reporting, and expense management while providing real-time lead organization and distribution to maximize business opportunities.
Overall, users have had positive experiences working with Web3box, praising their professionalism, attention to detail, and willingness to tailor the CRM to meet specific business needs. The extensive customization capabilities have allowed users to increase efficiency by turning their ideas into functioning software quickly. The comprehensive dashboard of the CRM eliminates the need for separate CRM and project management software.
The W3B CRM has been recommended for anyone with complex market requirements as it effectively tracks and segments contacts in multiple ways. Users have found it particularly effective in capturing leads, responding to customer requests, and seamlessly integrating with online marketing and sales sites. The ability to track and associate subscriptions to accounts is a core requirement that the CRM effectively manages.
In summary, the W3B CRM has proven to be a valuable tool for users in various industries, offering an intuitive interface, extensive customization options, and excellent customer service. Its functionality and versatility make it an indispensable asset for businesses of all sizes, allowing them to streamline operations and efficiently manage their customer relationships.
Easy to Use and Customizable: Users have found the software to be intuitive and user-friendly, allowing them to quickly adapt and navigate through its features. Additionally, some reviewers have appreciated the ability to customize the software according to their specific requirements, enhancing its usability for their unique needs.
Various Useful Modules: Many users have praised the availability of a wide range of modules in the software such as quoting, invoicing, time tracking, and custom reports. These modules are used on a daily basis by customers, indicating their importance and usefulness in streamlining business processes.
Great Look and Functionality: Reviewers have commended the visually appealing interface of the software along with its impressive functionality. This suggests that not only does it provide an aesthetically pleasing experience but also performs well in terms of meeting users' expectations and fulfilling its intended purposes effectively.
Lack of Advanced Customization Options: Some users have expressed their dissatisfaction with the limited customization options available in W3B CRM. They feel that the software does not offer enough flexibility to tailor it to their specific business requirements.
Limited Integration Capabilities: Several reviewers have mentioned that they encountered difficulties when trying to integrate W3B CRM with other third-party applications. They believe that the software lacks seamless integration features, which hampers their workflow and productivity.
Steep Learning Curve: A few users have found the learning curve for using W3B CRM to be quite steep. They mention that it takes time and effort to fully understand all the functionalities and features of the software, which can be challenging for new users or those with limited technical expertise.