Setting Page Examples

 

To help illustrate what the 5w’s approach can do for you, here are some examples of our CRM and Project Management, Setting pages.  View them for ideas and inspiration on how to choose the right set of descriptions for your needs.

Customer Relationship Management

Sales
Customized for sales and customer
relationship management.

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Small Business 
Customized to manage a variety of
small to medium size businesses.

Settings Page

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Customer Complaint Tracking 
Customized to capture detailed customer complaints or feedback at the time of contact. 

Customer Complaint Settings

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Property Management
Customized for management of single
or multi-unit rental properties.

Settings Page [All fields with yellow background may be modified]

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Project Management

Productive Project Management 
Customized for project portfolio management
using a 5 stage gate process.

Settings Page [All fields with yellow background may be modified]

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Marketing  – Brands/Products
Customized for management of marketing
related projects.

Settings Page [All fields with yellow background may be modified]

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Strategic Portfolio Score Card
Customized to prioritize, rack & stack strategic projects in a super flexible score card format.

Settings Page

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Manufacturing Continuous Improvement
Customized to help manufacturers, track and follow specific performance measures.

Settings Page

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