--- description: Review of W3B CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: W3B CRM | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Higher Education CRM Software](/directory/3231/higher-education/software) > [W3B CRM](/software/19727/w3bcrm) # W3B CRM Canonical: https://www.softwareadvice.ie/software/19727/w3bcrm Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/19727/w3bcrm?page=2) > 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. > > Verdict: Rated **4.9/5** by 18 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 18 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Web3Box Software - **Location**: Henderson, US - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$10.00 - **Pricing model**: Per Feature (Free version available) (Free Trial) - **Pricing Details**: 1st user is on us\! then $10/seat/month - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Activity Dashboard - Billing & Invoicing - CRM - Calendar/Reminder System - Contact Database - Contact Management - Dashboard - Document Storage - Email Management - Email Marketing - File Management - Internal Chat Integration - Lead Management - Marketing Automation - Mobile App - Product Catalogue - Quotes/Estimates - Segmentation - Task Management ## Integrations (3 total) - Google Calendar - Mailchimp - QuickBooks Online ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Higher Education CRM Software](https://www.softwareadvice.ie/directory/3231/higher-education/software) ## Related Categories - [Higher Education CRM Software](https://www.softwareadvice.ie/directory/3231/higher-education/software) - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) - [CRM Apps](https://www.softwareadvice.ie/directory/1491/mobile-crm/software) - [Hotel CRM Software](https://www.softwareadvice.ie/directory/339/hospitality-hotel-resort-crm/software) - [Gaming and Casino CRM Software](https://www.softwareadvice.ie/directory/340/gaming-casino-crm/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (984 reviews) 2. [Dynamics 365](https://www.softwareadvice.ie/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews) 3. [Flowlu](https://www.softwareadvice.ie/software/109770/flowlu) — 4.8/5 (387 reviews) 4. [Agile CRM](https://www.softwareadvice.ie/software/6827/agile-crm) — 4.1/5 (524 reviews) 5. [monday.com](https://www.softwareadvice.ie/software/131008/monday-com) — 4.6/5 (5726 reviews) ## Reviews ### "W3BCRM at StarWalk Kids Media" — 5.0/5 > **Ron** | *9 April 2015* > > 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. StarWalk Kids Media publishes and sells subscriptions to a streaming collection of eBooks designed for children with access through their school, library or at home. Since the school and library market is complex and has many intermediate channels and buying entities, we needed a CRM that could track and segment contacts in multiple ways to represent individual customers as well as their purchasing and decision-making groups. Our sales team includes both direct and independent reps who have used Pivotal, Salesforce.com, ACT, Sugar, and Zoho CRM's. We wanted a multi-user CRM that was web-based, flexible, and affordable, and found the right fit with Web3xox CRM. 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. They made numerous additional modifications to accommodate best practices in our market, and have been responsive and effective in making changes and upgrades as needed, especially in the area of email integration and handling multiple contacts at a single location. The Web3box CRM is linked to our online marketing and sales sites, so capturing leads and responding to customer requests has never been easier. The ability to track and associate subscriptions to accounts is a core requirement, and the Web3box CRM manages this very effectively. 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. ----- ### "I can't remember the last time I was so well treated by a company\!" — 5.0/5 > **Pamela** | *23 November 2016* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I am able to customize areas to better meet my unusual needs. > > **Cons**: I haven't found any yet. > > As an independent contractor I'm not really in sales but I have a long client list that I have to work with until I can get their accounts closed. There are many details to address and those all happen over a long period of time. There really isn't a perfect tool for me. Well...there wasn't a perfect tool until I found W3B CRM because I can now customize it to meet my needs. I can make adjustments and changes that work best for my situation. I am not a programming person and I don't care for the setup process. I just want to get to work\! I had to ask lots of questions and I was always treated like I was the most important person on their client list. I got the royal treatment from the first day I contacted them. I have been working with George and he is amazingly patient as I define what my needs are and he addresses them in the best possible way. I have resisted this process for the better part of a year. I may have dragged my feet but with George's help I have made up for lost time. He answered my emails with detail and unquestionable knowledge. I am impressed\! I am still new to CRM software but I am certain that I made the right decision in choosing W3B. It's perfect\! ----- ### "Using Web3Box for our first attempt at software-based Customer Relations and Project Management." — 4.0/5 > **Marilyn** | *2 December 2015* > > The interface is elegant and easy to navigate after some initial learning curve. 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. I think this type of system for each of the components (CRM, Project Management, and Invoicing Automation) is already a must for most businesses in this virtual-workplace era, but having them bundled thoughtfully in one place makes Web3Box an outstanding resource. And the personal level of responsiveness, customization and problem solving is unmatched. ----- ### "Web3 box for NWI" — 5.0/5 > **Helga** | *23 March 2017* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: ease of use > > Excellent team to work with and easy to understand right from the beginning. 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. Whenever we have a problem by the time we send out the request they have already sent the answer and fixed the problem. The Web3box team has been a pleasure to work with, I would highly recommend them. ----- ### "Incredible customer service" — 5.0/5 > **Norine** | *4 December 2015* > > Web3box was just the product I was looking for. I am responsible for both business development and coordinating independent contractors who are assigned to our client projects. I had no idea that an all-in-one product existed. I was thrilled to find Web3box. Now I can not only stay organized as I pursue a new business opportunity but I can align my team as they work with our clients- all in one system. Our team is virtual, so project management is imperative. They can track their hours and i can bill my clients right from the system. No need for a paper trail. It is all in one place\! What sets Web3box apart from the other companies is their incredible customer services. They return your calls immediately. I am not very computer savvy so I prefer a live person who can simply walk me through a process. They are great communicators\!\! There are also easy to follow videos so you can always refer back to them. The system is easy to use and very intuitive. They also helped me to build a and embed my sales process. Now I can easily train the rest of my sales team\! ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/19727/w3bcrm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/19727/w3bcrm) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data