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Create an Email Campaign to stay in touch with your contacts
Create an Email Campaign to stay in touch with your contacts; easily notify them with any news or updates you may have for them. With just a few easy steps to follow, first go to “Marketing...
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Overview of the Project Management section of the Web3Box CRM
In this video & article we go over the entire project management system. We will showcase how to: 1) Add Projects 2) Add Tasks 3) Create Invoices for Tasks 4) Submit Invoices for Tasks 5) Send...
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Importing your Leads is made easy with your Web3Box CRM
Don’t be afraid of having an huge amount of leads, you can easy import them in our CRM. The video below gives you step by step instructions on how to do the import. If you are a company that...
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Web3Box CRM – Convert Contacts to Leads
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...
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Web3Box CRM – Territory Management
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,...
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Projects Funnel and Projects Widget
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,...
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Tracking your Expenses with Web3Box CRM
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...
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CRM tutorials within Web3Box’s Video Library
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...
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Print Invoices from CRM – Online Invoicing System
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. Invoice Automation When...
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How to edit an existing invoice within Web3Box CRM
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...
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Schedule Emails by selecting Date, Time and Time Zone
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...
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Send PDF Invoice by email with Web3Box CRM
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...
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Timekeeping with Web3Box CRM
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...
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Commissions in Web3Box CRM
Commissions are paid to employees for completing a particular task or a project. It is a great incentive to keep people motivated. Depending on the your company, whether commission is given after the...
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View Invoices under Customers
Our CRM combines different interfaces for a simple, yet detailed working system. For example, if you would like to check on a particular customer and see what invoices there are ‘under’ them, simply...
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Profile avatar in Web3Box CRM
Have a little fun with your CRM by adding an image or an avatar to your profile. A little bit of customization may just brighten your day! Just click on the box on the top of the page and choose if you...
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Share lead in Web3Box CRM
Use the ‘Share’ function when you want to let other employees view and work with your Leads. This option is helpful if employees want to share the workload, or if someone has other information to add...
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Lead Funnel Management
Lead Funnel Management (LFM) helps your Salespeople and your Sales managers to closely observe the sales process. When we talk about the sales process, we are talking about the flow of a Lead...
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Subscriptions in Web3Box CRM
When you define a project, you are asked to choose a Project Manager. Then, when you post tasks, you are asked to assign the task to an employee. That means that you have two (2) people on your...
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Lead/Project/Opportunity Funnels and Lead/Opportunity Sources
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...
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