Name: W3B CRM
Price: 10 USD
Author: Web3Box Software

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Kubernetes Monitoring

Service Mesh

Development

Academic Advising

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Email Spam Filter

Interactive Voice Response (IVR)

VoIP

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Database Load Balancing

Desktop Outsourcing

Ethernet Switches

File Sync and Share

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Packet Analyzer

Software Defined Storage (SDS)

Tape Storage

Threat Intelligence

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Event Registration

Heatmap and Session Recording

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Acceleration

Sales Gamification

Sales

Animation

Auto Repair

HIPAA Compliance

Insurance Suites

Investment Portfolio Management

PCB Design

Public Sector Software

Tax Practice Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

ReportsNow

FastPIPE

FastEST, Inc.

AspenOne Supply Chain Management

Aspen Technology

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

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.

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.

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.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

W3B CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Web3Box Software

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

W3B CRM

Overview

What is W3B CRM?