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W3B Management Solutions Review

W3B Management Solutions
Our score: 8.0 User satisfaction: 97%

What is W3B Management Solutions?

W3B Management Solutions is an all-in-one app that helps you manage your contacts, leads, and customers. You can use the well-organized dashboard to easily do your daily activities. W3B’s CRM solution is simple and yet offers numerous advantages. You want your sales team to focus on the client and generate profit based on this interaction. The CRM solution has several management techniques to facilitate this result. It helps you minimize the time spent on administrative duties while increasing contact time with clients. The app also gives you easy access to centralized data in real-time.

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Overview of W3B Management Solutions Benefits

  • W3B product offers 3 solutions in one: Customer Relationship Management, Project Management and Online Invoicing.
  • A customer that pays for the three solutions to run the company, can now pay only one subscription.
  • Customers will have all company data in one place: contacts+leads+customers, projects + tasks and Invoices.
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Overview of W3B Management Solutions Features

  • 24/7 Email Support
  • Activities and Calendar
  • Campaign Management
  • Complete Project Management
  • Contact Management
  • Customer Management
  • Customizable Dashboard / per user
  • Document Management
  • Employee Hierarchy Management
  • Groups and Users Management
  • Landing Pages / Web Forms
  • Lead / Source / Opportunities Funnel
  • Lead Management
  • Mobile – iOS and Mobile – Android
  • Online Invoice Automation
  • Online Training
  • Opportunities Management
  • Product Catalog
  • Quotes / Proposals
  • Territory Management
  • Unique Dashbboard and Widgets
  • Video Tutorials

What Problems Will W3B Management Solutions Solve?

Problem 1

As a company, you should have a CRM software to keep your customers, leads and contacts. Then you should have a project management software to run the projects. Then you should have an invoicing system to invoice your customers for the work you performed.

W3B Management Solutions offers all three features.

Problem 2

If a company has a CRM and a project management solution, the main problem is that these are separate software. They do not communicate. Even if there is a way to communicate, they are not fully compatible.

W3B Management Solutions offers these solutions built in as default.

Problem 3

Some companies, especially software companies, subcontract work to US people (1099) or to overseas people (subcontracting overseas). It is all good, until the company has to pay for these services and keep track of the work and payments.

W3B Management Solutions offers the solution: The project management software lets the company admin add these people as “employees” and also offer to these employees the option to submit invoices for their work. The company can do the payments right into the W3B and the payments (together with the work) are marked and stored in the system.

W3B Management Solutions Position In Our Categories

Because companies have special business-related demands, it is rational that they avoid getting an all-encompassing, “perfect” software solution. However, it is nearly futile to pinpoint such application even among widely used software systems. The clever step to do can be to write down the different chief aspects that demand research including critical features, pricing, skill aptitude of the users, business size, etc. After which, you should do the research through and through. Read these W3B Management Solutions analyses and explore the other applications in your shortlist more closely. Such detailed product research ascertains you take out unsuitable apps and pay for the one which has all the aspects your business requires to realize efficiency.

Position of W3B Management Solutions in our main categories:

TOP 500

W3B Management Solutions is one of the top 500 Accounting Software products

TOP 500

W3B Management Solutions is one of the 500 CRM Software products

TOP 500

W3B Management Solutions is one of the top 500 Project Management Software products

Every company has different wants and requires an application that can be personalized for their size, type of staff members and clients, and the particular industry they are in. For these reasons, no software can offer perfect features out-of-the-box. When you look for a software app, first be sure what you want it for. Read some W3B Management Solutions CRM Software reviews and ask yourself do you desire basic functionality or do you need complex features? Are there any industry-specific features that you are seeking? Get the answers to these questions to assist your search. There are plenty of elements that you need to consider and these include your budget, specific business requirements, your organization size, integration needs etc. Take your time, use a few free trials, and finally choose the app that presents all that you want to enhance your firm effectiveness and productivity.

How Much Does W3B Management Solutions Cost?

W3B Management Solutions Pricing Plans:

Free Trial

Basic

$10/user/month

Premium

$49/user/month

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What are W3B Management Solutions pricing details?

W3B Management Solutions Pricing Plans:

Free Trial

Basic

$10/user/month

Premium

$49/user/month

W3B Management Solutions offers 2 pricing plans:

Basic – $10/user/month

  • Customer Relationship Management
  • Contact Management
  • Lead Management
  • Customer Management
  • Quotes / Proposals
  • Document Management
  • Campaign Management
  • Landing Pages / Web Forms
  • Product Catalog
  • Territory Management
  • Opportunities Management
  • Activities and Calendar
  • Lead / Source / Opportunities Funnel
  • Unique Dashbboard & Widgets
  • Customizable Dashborad / per user
  • Groups and Users Management
  • Employee Hierarchy Management
  • Mobile – iOS & Mobile – Android
  • Complete Project Management
  • Online Invoice Automation
  • 24/7 Email Support
  • Video Tutorials
  • Online Training

Premium – $49/user/month

  • All features of the Basic plan
  • Lead Distribution System
  • Time Keeping
  • Custom web development

User Satisfaction

Positive Social Media Mentions 107
Negative Social Media Mentions 3

We are aware that when you choose to buy a CRM Software it’s crucial not only to find out how professionals score it in their reviews, but also to discover whether the actual people and businesses that use this software are indeed satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and W3B Management Solutions reviews across a wide array of social media sites. The data is then presented in a simple to understand format showing how many clients had positive and negative experience with W3B Management Solutions. With that information at your disposal you should be equipped to make an informed buying choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for W3B Management Solutions?

  • GMail (for the calendar)
  • MailChimp (for the newsletters)
  • QuickBooks (retrieve products, clients, invoices)
  • HubSpot (retrieve contacts and lists)
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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