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Client
Web3Box Software
Industry
crm | pm | invoice
Service
Software Development

Customer Relationship Management & Project Management

w3bCRM is a powerful software solution created by our company for managing clients and projects. It is an elegant, intuitive, user-centric CRM, sales, project management, and online invoicing system that is particularly well-suited for small and medium-sized businesses (SMBs).

CRM (customer relationship management) is a strategy for managing a company's interactions with customers and clients. It helps companies stay organized and manage relationships with both current and potential customers. It's an essential tool for any company looking to improve its customer service and overall customer satisfaction.

With w3bCRM, SMBs can easily manage their customer interactions and projects, making it a handy tool for both internal and external projects.

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Technologies

PHP and JavaScript for both backend and frontend, mySQL for the database.

Hosting and security is offered by CodePunker (https://codepunker.com/).

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Functionalities

Some of the main functionalities and integrations.

Customer Relationship Management (CRM)

  • Personalized Dashboard
  • Contacts / Leads / Clients
  • Opportunities
  • Quote & Purchase Orders
  • Documents
  • Calendars
  • Marketing
  • and more

Project Management (PM)

  • Projects (linked to the clients from the CRM)
  • Tasks
  • Bills
  • Activities Hours Reports, Billable Hours Reports
  • Project Life Cycle
  • Subcontracting Support with Reports and Billing.
  • and more