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W3B Reports / 1 of 3

This is the first article from a series of three. We have several reports in each of the three major sections (CRM/Sales, Project Management and Online Invoicing) and we will start with the “CRM/Sales Read more

W3B Project Management / Gantt Charts

Gantt charts illustrate the start and finish dates of the tasks. Gantt charts gives a summary of a project. It's used more for the management team, it helps managers to report to superiors or to Read more

Project Milestones

Milestones are tools used in project management to mark specific points along a project timeline. From now on the crm projects use milestones. Group one or more tasks under a milestone by accessing the Read more

Take it from our customers

Perfect for Advertising Agency! Spectacular company! As the director of an advertising agency, I have wrestled with the way to have a dashboard that truly reflects everything going on with our customers, leads and team activity. I have dabbled with lots of big name software and have found I needed to always employ two - one for CRM and one for Project Management, and the two areas just didn't talk with each other from the 20,000 ft view. (more…)

Sonja Anderson,


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