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Compare W3B Management Solutions vs Zoho CRM

What is better W3B Management Solutions or Zoho CRM? Purchasing the right CRM Software product is as simple as evaluating the good and low functionalities and terms offered by W3B Management Solutions and Zoho CRM. Here you can also match their total scores: 8.0 for W3B Management Solutions vs. 9.4 for Zoho CRM. Or you can check their general user satisfaction rating, 97% for W3B Management Solutions vs. 92% for Zoho CRM.

We suggest that you spend some time to analyze their unique features and determine which one is the better alternative for your organization. Likewise, don’t forget to take into account your company’s or industry’s special circumstances, such as, a multilingual app for a global staff or a mobile app to help you work away from your office.

We did our best to prepare reviews of all popular CRM Software services available on the market, but among all the ones we reviewed these three deserved our special attention: Salesforce CRM, HubSpot CRM, Freshsales.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $10

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 24/7 Email Support
  • Activities and Calendar
  • Campaign Management
  • Complete Project Management
  • Contact Management
  • Customer Management
  • Customizable Dashboard / per user
  • Document Management
  • Employee Hierarchy Management
  • Groups and Users Management
  • Landing Pages / Web Forms
  • Lead / Source / Opportunities Funnel
  • Lead Management
  • Mobile – iOS and Mobile – Android
  • Online Invoice Automation
  • Online Training
  • Opportunities Management
  • Product Catalog
  • Quotes / Proposals
  • Territory Management
  • Unique Dashbboard and Widgets
  • Video Tutorials

Pricing Info

W3B Management Solutions offers 2 pricing plans:

Basic – $10/user/month

  • Customer Relationship Management
  • Contact Management
  • Lead Management
  • Customer Management
  • Quotes / Proposals
  • Document Management
  • Campaign Management
  • Landing Pages / Web Forms
  • Product Catalog
  • Territory Management
  • Opportunities Management
  • Activities and Calendar
  • Lead / Source / Opportunities Funnel
  • Unique Dashbboard & Widgets
  • Customizable Dashborad / per user
  • Groups and Users Management
  • Employee Hierarchy Management
  • Mobile – iOS & Mobile – Android
  • Complete Project Management
  • Online Invoice Automation
  • 24/7 Email Support
  • Video Tutorials
  • Online Training

Premium – $49/user/month

  • All features of the Basic plan
  • Lead Distribution System
  • Time Keeping
  • Custom web development

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Z'Onion Creative Group, Enfusen, Qual Chem LLC, Markle Design Group

Integrations

  • GMail (for the calendar)
  • MailChimp (for the newsletters)
  • QuickBooks (retrieve products, clients, invoices)
  • HubSpot (retrieve contacts and lists)

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

W3B product offers 3 solutions in one: Customer Relationship Management, Project Management and Online Invoicing.

Company Email

sales@web3box.com

Contact No.

Company's Address

34 Merz Blvd, Suite D
Fairlawn, OH 44333
United States

NOAWARDS
YET

SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE 92%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Sales Force Automation

  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management

Lead Management

  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)

Account Management

  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs

Effective Follow-up

  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year

Website Integration with Forms

  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM

CRM Workflow Management

  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks

Sales Tracking

  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition

Pulse

  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity

Sales Forecasting

  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards

Productivity

  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields

MailMagnet

  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders

Document Library

  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document

Social CRM

  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM

Mobile CRM

  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone

CRM for Google Apps

  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories

Pricing Info

Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from.

 

Free  – Up to 3 users

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month (billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone

Integrations

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mail
  • Zoho Creator
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Projects
  • Zoho Campaigns
  • Zoho SalesIQ
  • Zoho Cliq
  • Zoho Analytics
  • Zoho Survey
  • Zoho Desk
  • Zoho Forms
  • Zoho Writer
  • Zoho Motivator
  • Zoho Meeting
  • Google G Suite Integration
  • Gmail
  • Google Ads Integration
  • Microsoft Outlook
  • Microsoft Office 365
  • Plug-in for MS Word
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Zoho CRM is the winner of our 2017 Expert's Choice Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.

Company Email

sales@zohocorp.com

Contact No.

Company's Address

4141 Haciendra Drive
Pleasanton, CA 94588
USA

Almost as crucial as useful features and client support level are pricing options offered by W3B Management Solutions and Zoho CRM. Even though cost should not be the sole factor it’s surely an important thing to consider. You should count on a flexible pricing plan that can be matched with your company size and easily scaled up when your business grows. You should be certain you don’t pick plans that have advanced tools that you won’t find useful and always try to get in touch with the vendor directly as big companies can usually count on special pricing. You should also try out a free trial or demo of each software to spend at least some time using it. It’s a valuable experience that doesn’t require you to pay any money and provides you with a reliable overview of what it’s like to work with W3B Management Solutions and Zoho CRM.

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