At the heart of W3B is our proprietary CRM/Sales module, which combined with Project Management and Online Invoicing, makes W3B outstanding.
More than a sales tracker or a simple customer relations system, it is part of a responsive, powerful business management solution that will simplify and organize running your entire company.
Intuitive, interlocking features
In the CRM/Sales module, you are in command of your customer relations management and support for your sales force as you access a wide (and customizable!) range of functions, including Territory Management, Contacts, Leads, Opportunities, Estimates, Customers and Campaigns.
With Customer files already an intrinsic part of your CRM/Sales system, you can — in the same interface — define, manage and track projects, linked to relevant Customers.
Project Management helps you outsource projects and tasks, communicate with your teams, document and record information and make it available to the people who need it, collect work and hours, pay your teams, and invoice your clients.
You will track schedules, budgets and project expenses, productivity, profitability and other key data, and generate custom reports.
One of the outstanding features of W3B Project Management is that your partners, employees and independent contractors can easily send you invoices for their work. And you can pay them through the system using PayPal or CC. Invoices and payments will automatically also be displayed in your Customer files.
Offering a simple yet highly functional invoicing system, linked with the CRM/Sales and Project Management systems, our Online Invoicing module is unique.
All necessary operations, such as access to Invoices per Client, Invoices Open/Paid/Unpaid/Paid in the Last 30 days, Overdue Invoice cues and alerts, Send Invoice by email, and Print Invoices and/or save as pdf files are just some of the useful features of this tool.
Automated invoicing solution
Once you generate your invoice directly in the Web3Box system, your client receives it via email, and pays you online via Paypal or CC (with Authorize.net), or by check or wire. In a feature we offer for clients who use QuickBooks online, we can retrieve Customers, Products and Invoices from QB directly into the W3B Invoicing system. No need to migrate or import/export data, you get what you need with a simple click.