We have added a brand new feature to the CRM, called Timekeeping. Employees are now able to check in and out when they login to the CRM. In order to make sure the hours will be logged correctly, the manager and/or administrator of the company has to set the correct timezone. This can be done […]

Our Invoicing system is an extremely handy tool to use. You can track expenses, create, edit, print, send and pay invoices. A variety of features within one CRM. A real simple and easy way to send invoices is through the email feature. Please find a summary of the above: When you are ready to send and […]

Within Web3Box CRM a user can send emails to Contacts, Leads or Customers. We were asked to add a function that will schedule the emails. Why? because let’s say you leave for a vacations and during this time some emails have to be sent. For this reason we have a added a brand new feature we […]

Let’s talk a bit about how to edit an existing invoice. You may do this if something has changed after you created an invoice, or if you made a mistake you can easily correct it. All you have to do is find the invoice. Go to the top menu and select ‘Invoice Automation’, then ‘Manage […]

Within Web3Box CRM, you are able to Print your invoices, Save them in a PDF format and Email them to your clients. Access your open invoices from the ‘Invoice Automation’ menu. When you click on one, you will see the option to ‘Preview or Print’ the invoice. The invoice will be opened for you to […]

We have created an extensive Video Library to help guide you through different stages and many processes within your CRM. These videos provide step by step instructions for the features you are going to use. To begin the process, just simply select ‘Manage Expense’ from the ‘Invoice Automation’ menu. We placed an icon on your […]

For better record keeping in your company, we have created a feature within the CRM to add, track and view expenses. Whether it’s for travel, equipment, food or supplies, you can easily attach receipts, forms and files to the employee and/or customer. The ‘IN’ amount comes from invoices and the ‘OUT’ amount comes from ‘projects’ […]

Let’s discuss all the information you can get from the My Projects funnel and Widget and how you can manage any aspect of both of them without leaving your dashboard. To help you better understand, watch the video below: When you click on a stage in the funnel, you’ll see the Project name, type, due […]

If you are a company that has employees with customers and clients spread throughout the country, then the following article may be beneficial for you. A great visual feature has been added to the CRM, regarding territories. The setup takes just a few minutes, following these simple steps. To define ‘Territory rules’, you must first define territories. […]

In general, when someone starts to use the CRM, they upload and/or add contacts. That is usually the starting point, the initial step to start working with the CRM. In that case, if that contact is moving forward with your proposal, or whatever the next step would be in your company, then they become a […]