webCRM Reviews & Product Details

I like how webCRM brings clarity, structure, and accountability to managing customer relationships and sales without feeling overwhelming. It acts as a single source of truth where I don't have to wonder about the origin, last discussions, or next steps with leads. Everything is clearly documented and easy to act on, providing end-to-end visibility across the entire lifecycle of a lead or customer. I really appreciate its ability to centralize all leads into one place, ensuring no contact slips through the cracks and follow-ups can be faster. The transparency and structured approach make decision-making both faster and more confident. The process stays predictable, even on busy days or during handoffs, with best practices built into workflows. The initial setup was straightforward and intentional, which helped us define how we wanted it to work before configuring the system. Review collected by and hosted on G2.com.

I feel like the reporting in webCRM, while powerful, is more advanced and custom, which can be intimidating. It can take time to understand how data builds, filters, and views interact, which can slow things down, especially for users who aren't naturally data-oriented. Review collected by and hosted on G2.com.

The best part was how quickly we got it running. I'm not an IT expert, and we set up our entire pipeline from tracking leads, meetings, and project revenues - in just a couple of days. For our agency, having one place to see every potential deal and its status was crucial. The interface is clean and purpose-built for sales activities, which meant my team actually used it consistently, a common hurdle with more bloated CRM platforms. Review collected by and hosted on G2.com.

We did hit a few limitations. For instance, its built-in reporting is good for a top-level view, but I couldn't easily create a custom dashboard comparing the ROI of leads from Google Ads versus our organic content marketing efforts without exporting data to Excel. Also, while the Outlook integration was solid, a deeper, native integration with our marketing automation platform, HubSpot, was missing. We had to use Zapier to connect the two, which worked but added a layer of complexity we wished was unnecessary. Review collected by and hosted on G2.com.

webCRM is pretty easy to use once you get the hang of it, and I like that it can be customized to fit different business needs. The reporting and pipeline tracking make it simple to keep an eye on sales progress and make sure follow-ups don’t slip through the cracks. I also find the email integration and team collaboration features really handy. Review collected by and hosted on G2.com.

Sometimes it can feel a bit overwhelming at first because there are so many features to explore. It takes a little time to figure everything out. A few of the advanced options also need extra setup, and I think the mobile version could be smoother for quick use on the go. Review collected by and hosted on G2.com.

It is Userfriendly for all technical and non-technical people.Navigation is easy.Sales pipeline, forcasting,30-60-90 days plans can be identified.Auto report builder,You get real time sales status.Moreover , it is accessabli from anywhere, where there is avilability of internet.It supports Sales team to rebuild the sales process and plan accordingly to complete the tasks. Review collected by and hosted on G2.com.

View has to be updated,as now people are ussed to look the same.The change is needed in design,i feel Review collected by and hosted on G2.com.

The user interface is very smooth and easy t interact, I can manage leads, client data and it's fully runs on cloud data storage. You can use it from anywhere, like work from home as well. Review collected by and hosted on G2.com.

The pricing plan starts from $25 which is a bit costly for small team. but for enterprise plan it's totally fruit full. Review collected by and hosted on G2.com.

It's really simple to use, I don’t need any training to understand it.

I like the way I can track my clients and tasks at one place.

The dashboard looks clean and help me to very well organized. Review collected by and hosted on G2.com.

Sometimes it takes little extra time to load the page, specially when internet is slow.

There are few features which are useful but little hard to find. Review collected by and hosted on G2.com.

It has helped us use and record all the complaint and tickets related ifnromation for the client Review collected by and hosted on G2.com.

Noting at the moment - UI can be more user friendly - number of clicks can be reduced Review collected by and hosted on G2.com.

We can access this app from anywhere and anytime Review collected by and hosted on G2.com.

Dislike most is ongoing subscription costs Review collected by and hosted on G2.com.

WebCRM is a communication tool that controls the social activities from email customization to private message. Hence, this tool is a powerful task manager to control the project detailing from the launching of the developmental process. It affirms the social efforts by adding up the social approaches and all tasks from different websites. It cooperates with the other situations to get a comparison of the growth and task management ratio. Everything is light and soft in its working so, a complete package to PowerPoint the business ventures. Review collected by and hosted on G2.com.

This application supports the group discussions, but it's not available in segments so, it’s difficult to allocate the single file or folder for transmission. Secondly, its downloading requires time, so try to hasten up the internet otherwise this application will disappoint to facilitate you. Review collected by and hosted on G2.com.

Sugar helped us with centralizing workflows and databases, saving countless hours and reducing costs. It's easy to use once calibrated and administration is more involved compared to other solutions. We have several integrations across 3 brands feeding into Sugar, and CRM has never strained under the pressure. Review collected by and hosted on G2.com.

Onboarding staff can be a struggle as CRMs are generally not particularly exciting. From a basic user level, I think the platform could do with an update to make the UX more appealing. Review collected by and hosted on G2.com.