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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.

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.

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

Bearing in mind companies have unique business-related wants, it is only logical that they avoid deciding on a one-size-fits-all, ”best” software system. Having said that, it would be futile to try to pinpoint such application even among widely used software solutions. The correct thing to undertake should be to shortlist the several critical aspects which call for a careful thought like essential features, plans, technical skill aptitude of the employees, company size, etc. Thereafter, you must do the research exhaustively. Go over these W3B Management Solutions analyses and look into each of the applications in your list more closely. Such comprehensive product research ascertains you circumvent unsuitable apps and subscribe to the system which delivers all the features your business requires.

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

W3B Management Solutions is also listed in the following subcategories:

Each enterprise has different wants and needs a software that can be personalized for their size, type of employees and customers, and the particular industry they are in. For these reasons, no platform can proffer perfect features out-of-the-box. When you search a software app, first be sure what you want it for. Read some W3B Management Solutions CRM Software reviews and ask yourself do you want basic features or do you require sophisticated features? Are there any industry-specific tools that you are looking for? Get the answers to these queries to help your search. There are multiple elements that you need to mull over and these include your budget, specific business wants, your organization size, integration needs etc. Take your time, use a few free trials, and finally select the system that presents all that you need to boost your organization efficiency and productivity.

How Much Does W3B Management Solutions Cost?

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 realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and W3B Management Solutions reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with W3B Management Solutions. With that information at hand you should be equipped to make an informed buying decision 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

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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

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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Reviewed By Louie Andre
Page last modified
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