Small Business CRM Productivity Tool

 

Product Description

Customizable, easy to use productivity tool designed to help small and medium size businesses organize to keep track of clients and projects. Track start and end dates, budgets, team members, suppliers and key next steps. Reduces stress, saving you time and money.

Now available with the option of our companion mobile app (W5T Cloud) to allow you to remotely use your smartphone or tablet, look up your information as well as capture action items and sync to your computer.

SB CRM Home Page

Home Page

Dashboard Page

Dashboard Page

Cost Savings

  • Save 50+% vs. larger enterprise systems
  • Payback your investment in a matter of weeks vs. months.
  • Customer support available 7 days a week
  • Free upgrades for the first year

Customized for Small Business

  • Client types
  • Suppliers
  • Subcontractors
  • Professional Services (Attorney, Accountant …)
  • Funding
  • Advertising
  • Social Media (Facebook/LinkedIn/Twitter)
  • Associations

 

Settings Page

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

Category, Status & Priority Codes easily modified to fit your exact business needs

Easy to Use

  • Built for Excel users. Leverages the power of MS Office
  • Fast set up, no IT support needed
  • FAQs and How to Use documentation included for easy reference
  • Simple to modify, no manual required

Operating System Requirements

Designed to work with Microsoft Excel for Windows 7 and 10: Office  2007, 2010, 2013 and 2015. Mac OS X: Office 2011 and 2015.


Buy Now Small Business CRM Productivity Tool ($299)

Buy Now w/ Cloud Access Small Business CRM Productivity Tool ($299) + W5T Cloud Mobile Access ($20/month)