W3B CRM
By Web3Box Software LLC
W3B CRM provides a unified suite covering CRM, Project Management, and Invoicing. Key features include lead distribution, territory management with geographic color-coding, and contact history tracking in the Sales module. The Project Management module adds Gantt charts, task scheduling, and milestone notifications. The Invoicing tool automates billing from project data and generates financial reports.
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Features1
Categories4.5
Verified User Rating
Contact ManagementTerritory ManagementLead DistributionGantt ChartsOnline InvoicingLead TrackingDocument ManagementActivity ManagementOpportunity ManagementProduct CatalogAutomated NotificationsReporting and AnalyticsQuote GenerationMap ViewRole-Based AccessMobile AccessTask ManagementCustomer HistoryFinancial TemplatesGoogle Calendar SyncEmailChatPhone SupportKnowledge BaseFAQsCloud, SaaS, Web-BasedSaaS