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W5T Mobile Top 10

Awesome things you can do with the W5 Templates mobile app. 1. Voice record client / project notes 2. Call a client / one touch 3. Message a client 4. Record your business mileage 5. Record business expenses 6. Create a new contact 7. Edit a contact’s information 8. Have your phone navigate you to an […]

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W5T Goes Mobile (Pt. 3): CRM That Is More Flexible Than Your Schedule

We all have those days when we just don’t seem to have a moment to sit down between meetings, meetings and more meetings. This leaves very little time to focus on anything other that what is happening in those conference rooms or what is on the radio as you drive from location to location. When […]

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W5T Goes Mobile (Part 2): CRM That Never Leaves Your Side

As professionals in the year 2016, there is very little time spent not on a smart phone. Team Android or Team iPhone, that little metal device rarely leaves our side from the moment we wake up to when we go to bed – if then, even. Because we spend so much time on these devices […]

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W5T Goes Mobile: Contacts on the Run

Have you ever needed a client’s cell phone number but not wanted to dig through stacks of paper or turn your laptop on just for that one little thing? Using the W5 Templates mobile app makes this possible! When you begin working with a client, you can save their phone numbers, home and work addresses, […]

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CRM on the Move? It’s a real thing!

We’ve all had it happen: we’re out grabbing lunch, are sitting on the bus or are grocery shopping after work, when suddenly a client calls or emails asking a question about the work that you are doing for them. Under normal circumstances, it’s a scramble. You call your boss or co-worker, praying that someone will […]

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W5Templates for CRM – WHERE

WHERE in the world is the contact information for your clients and prospects?  It might be in your phone’s address contact list … and then again it might not be.  If you’re working as part of a team and sharing contact information, your colleague could have it and you don’t.  It’s frustrating when this happens, […]

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New way to demo W5Templates mobile app

Here’s a new link so you can now experience the W5T mobile app. See color coded reminders – green (due today), yellow (approaching due date), red (missed due date).   Add new contacts, projects and notes remotely. Edit all existing information. See how easy it is to track, manage and control your prospect, client and project details. Call, e-mail, […]

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W5T Productivity Tip 02.25.15

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