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Web3Box CRM – Google Calendar synchronization

December 17, 2015

We just added a new feature in the CRM Calendar (SFA -> Calendar) – synchronization with Google Calendar. There are few easy steps to have this set and is supposed that you already have set a Google account. Once you decide to synchronize your Google Calendar activities with Web3Box CRM, you have just few steps […]

Customize widgets by User

October 30, 2015

Customizing widgets is now made available for any user that logs into the CRM. Customizing the widgets means: resizing and setting the order for them on the dashboard. Before, managers or administrators had to set the order of the widgets for the employees. Now, the employees can do this themselves, providing more freedom to organize […]

Employee Feed

October 13, 2015

Keeping track of employee performance has just been made easier in the CRM. We introduced a new feature, called Employee Feed. It records daily activities of any employee that logs into the CRM. All this is to help the managers review what their employees have done throughout the day. There are no settings button, everything […]

Activities in Web3Box CRM

September 07, 2015

If you are a new user in the CRM and haven’t established a clientele just yet, a simple way to remind yourself about following up with your contacts, is to set alerts. A real quick and easy way to do that is to create activities. You can do that right on your dashboard, in the […]

How to resize Widgets in CRM Dashboard

September 04, 2015

Ever since we have added the Widgets to our CRM dashboard, we have been trying to improve them even more. We have come up with a resizing feature, where you can simply change the size of any given widget that you are primarily using. Change them according to your needs, expand them horizontally, as well […]

Employee File in Web3Box CRM

August 27, 2015

When we worked on our Web3Box Dashboard, the idea was to have a great overview of the company as a whole, that’s why we created the widgets. Everything is in one place, organized by importance, by You. Similarly, we have added the ‘Employee File’ button right there on the dashboard. Again, the idea was to […]

Lead/Project/Opportunity Funnels and Lead/Opportunity Sources

August 24, 2015

The video below features how we graphically display the most important and sensitive information of your company using widgets right here on your dashboard. Use the Funnel Management system tool to properly keep track of Leads, Opportunities and Projects within your company. There are 3 Funnel representations for Leads, Opportunities and Projects. There are also […]

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