W5T Cloud – makes your info mobile!

 

W5T Cloud securely stores your Excel information making it mobile for smartphones and tablets. Our FREE complimentary mobile app allows you, members of your team or your clients to view existing and add new contacts and projects on any mobile device (smartphone, tablets, or computers). Apps available for Apple , Android and Kindle Fire devices.

login v2

Log-in

Contacts

projects v2A

Projects


The “Quick Actions” feature allows you to Call, Text, Email, view Web Sites and use the Navigation features of your mobile device. The “Details” feature makes your client and project information available for viewing and editing while you’re on-the-go.

Quick Actions

Quick Actions

details (top)

Details (top)

details (bottom)

Details (bottom)


“Notes” gives you the ability to read past remarks and add new notes remotely then sync them back to your base W5 Template, operating on your pc.

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Existing notes

Dictated Note

Dictated Note

Manager Settings from Main Menu

Manager Settings

Teams can share contacts, prospects and projects, syncing their information as they go. Read/Write/None access, by contact and project, available via the Manager Settings.