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w3bCRM Software

Name: w3bCRM Software
Rating: 4.5 (2 reviews)

By Web3box Software, LLC

999 Interested

Highlights : About w3bCRM Software

Project management

Contact management

Campaign management

PayPal and Authorize.net payments

Email integration

Document management

About w3bCRM Software

w3bCRM combines contact database and sales and project management with email marketing and invoicing functionality for small and mid-size businesses. Sales functionality includes a contact database, where users can record information about prospects and track which should receive follow-up. Users can also define and map lead territories and create visuals that highlight the performance of various channels. Users can also download the report in CSV format. Project management functionality allows users to define projects, specify start and end dates, list project leads and resources and assign tasks to team members. The project management functionality also offers an option to send invoices. w3bCRM provides marketing tools including newsletters, email campaigns and MailChimp integration. It has a built-in HubSpot API so users can import contact from Hubspot CRM. The Dashboard allows users to view sales results and add, edit records. Additionally, w3bCRM offers online training, in-office training and video tutorials and CRM customization options.

Specifications

Business Size

Startup

Deployments

Premise

Language Support

English

Platforms

Product Details

Features

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

Benefits

W3B is a web-based integrated business solution which collectively offers the benefits of a CRM, project management and online accounting solution together in a single solution.

The solution provides a range of functions including contact management, territory management, lead management and campaign management, among others.

W3B project management tool allows businesses to track project schedules, budgets, project expenses and other key data to monitor project efficiency.

The solution also offers a collaborative environment where employees, partners and third party contractors can work together to deliver projects faster.

The solution is completely free for the first user, with a monthly subscription fee for each additional user.

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