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W5T for Sales CRM + Mobile Access

$20.00 / month and a $299.00 sign-up fee

Grants you a license to download the personal computer version of our Excel productivity tool designed for Sales CRM.

Our companion mobile app (W5T Cloud) allows you to remotely use your smartphone or tablet to access contact information, look up client/project details, refer to past notes as well as capturing new notes which sync back to your pc.

Product Description

Designed to help you productively manage and track your customer meetings, follow-up appointments, pre-quotes, RFPs, submitted proposals, negotiations, award and delivery. 

Now available with our companion mobile app (W5T Cloud) to allow you to attend a meeting, pull out your smartphone or tablet, look up your information as well as capture action items and sync back to your computer.

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