W3B Overview

W3B CRM is an all-in-one business management solution that provides integrated tools for customer relationship management, project management and online invoicing. It helps in managing customer interaction and automating processes involved in sales and invoicing. It defines, manages and tracks projects, linked to relevant customers.

CRM/Sales helps businesses to create online profiles, establish and assign territories for their various sales teams, and sales teams view their client list on a map and highlight potential areas. The Project Management tool helps in defining projects, resources assigned and activities involved in every project, assign people to projects and define individual roles required in completing the project. The Online Invoicing module helps in tracking invoice activity and sending invoices to clients via email.

Some of its features include instant notification that sends an alert to respective stakeholders through email or text message whenever a milestone is achieved in the course of project delivery, inbuilt reporting, project scheduling, setting individual or team level goals and objectives and more.

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well W3B solved their CRM needs. Cuspera uses 201 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Enhance Customer Relationships and Improve Stakeholder Relations are the most popular business priorities peers achieved using W3B.

Other priorities:

  • Scale Best Practices
See all business priorities See less business priorities

Use Cases

Peers recommend Contact List Management , Helpdesk Management , Sales Document Management , as the business use cases that they have been most satisfied while using W3B.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Contact List Management

4.83/5

Read Reviews (14)

"...We highly recommend the Web3box CRM to anyone who has complex market requirements, and needs an effective, responsive support team to help them manage their customer contacts...." Peer review by Ron Maas
tracking contacts

3.42/5

Read Reviews (1)

Helpdesk Management

4.82/5

Read Reviews (13)

"...The web-based solution helps in managing customer interaction and automating processes involved in sales & invoicing...." Peer review
Sales Document Management

4.75/5

Read Reviews (9)

"...The software has many modules, the quoting, invoicing, time tracking and custom reports are used daily, the look and functionally are great...." Peer review by Cliff Dungey, Information Technology and Services
proposal & quote management

4.75/5

Read Reviews (9)

PEER EXPERIENCES
Contact List Management

4.83/5

Read Reviews (14)

"...We highly recommend the Web3box CRM to anyone who has complex market requirements, and needs an effective, responsive support team to help them manage their customer contacts...." Peer review by Ron Maas
tracking contacts

4.83/5

Read Reviews (1)

Helpdesk Management

4.82/5

Read Reviews (13)

"...The web-based solution helps in managing customer interaction and automating processes involved in sales & invoicing...." Peer review
Sales Document Management

4.75/5

Read Reviews (9)

"...The software has many modules, the quoting, invoicing, time tracking and custom reports are used daily, the look and functionally are great...." Peer review by Cliff Dungey, Information Technology and Services
proposal & quote management

4.75/5

Read Reviews (9)

16+ more Business Use Cases

Our AI advisor, Wyz, harnessed 201 insights from peers and experts to help you assess how these W3B use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Sonja Anderson

Z'Onion Creative Group

I decided to give W3B a trial and couldn't be happier. Their customer support and service is so extensive I was impressed right away. They didn't just walk me through steps - they customized the product to my needs and particulars and made it even MORE functional than before. Testimonial By Sonja Anderson

Kevin Craig

Craig & Craig Security Inc

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. The bottom line here is "Web3box" gained a cus...tomer for life and will highly recommend to friends & family.

Testimonial By Kevin Craig

Jo Marshall

PlatinumOne Group

I can not be more pleased than I am with Web3box! Without exception, my Sales Team\'s need for a CRM that is customizable has been met beyond expectation. The Web3Box Team exemplifies professionalism, a spirit of excellence and attention to detail. I so appreciate being able to pick up the phone an...d speak with a live person to address any concern for moving our business forward.

Testimonial By Jo Marshall
CUSTOMERS TESTIMONIALS

Sonja Anderson

Z'Onion Creative Group

I decided to give W3B a trial and couldn't be happier. Their customer support and service is so extensive I was impressed right away. They didn't just walk me through steps - they customized the product to my needs and particulars and made it even MORE functional than before. Testimonial By Sonja Anderson

Kevin Craig

Craig & Craig Security Inc

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. The bottom line here is "Web3box" gained a cus...tomer for life and will highly recommend to friends & family.

Testimonial By Kevin Craig

Jo Marshall

PlatinumOne Group

I can not be more pleased than I am with Web3box! Without exception, my Sales Team\'s need for a CRM that is customizable has been met beyond expectation. The Web3Box Team exemplifies professionalism, a spirit of excellence and attention to detail. I so appreciate being able to pick up the phone an...d speak with a live person to address any concern for moving our business forward.

Testimonial By Jo Marshall

Popular Business Setting

for W3B

Top Industries

  • Information Technology and Services
  • Financial Services
  • Marketing and Advertising

Popular in

  • Small Business

Peers used W3B to Enhance customer relationships and Improve stakeholder relations

Peer and Expert Opinion on Features

for W3B

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.75/5

Read Reviews (11)
Dashboard

4.46/5

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Personalization

4.75/5

Read Reviews (11)
Dashboard

4.46/5

Read Reviews (5)

IT and Other Capabilities

for W3B

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.81/5

Read Reviews (28)
Data Export

4.75/5

Read Reviews (14)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.81/5

Read Reviews (28)
Data Export

4.75/5

Read Reviews (14)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.92/5

Read Reviews (30)
Chat Support

4.80/5

Read Reviews (13)
Email Support

4.77/5

Read Reviews (12)
Phone Support

4.77/5

Read Reviews (12)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.92/5

Read Reviews (30)
Chat Support

4.80/5

Read Reviews (13)
Email Support

4.77/5

Read Reviews (12)
Phone Support

4.77/5

Read Reviews (12)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.92/5

Read Reviews (29)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.92/5

Read Reviews (29)

Failure Risk Guidance Security Report

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for W3B

Overall Risk Meter

Low Medium High

Top Failure Risks for W3B

Vendor Profile Details

Company Name

Web3Box Software

Company Website

https://www.w3bcrm.biz/lp/

HQ Location

170 S Green Valley, #300, Henderson, Nevada 89012, US

Employees

11-50

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