Free Trial Setup Instructions

The zip folder you received contains trial copies of our 3 most popular products: CRM Sales, Small-Medium Business and Marketing Project Management.  Email us if you’d like to try one of our others solutions (Stage Gate Project Management, Strategic Planning, Customer Complaint Tracking, Property Management …).

Ready to start your trial?

First, a couple basic Microsoft Excel setup requirements:

A. Excel must be installed on your computer.

W5 Templates work with Windows 7 and 10: Office  2010, 2013 and 2015. Mac OS X: Office 2015.  Please make sure all updates are installed.

B. Open Excel and enable macros – critical action!

Here’s a helpful Enabling Excel Macros PDF if you need assistance.

Now let’s go. Please be sure to follow each step!

  1. Open the zip file, select the product you wish to explore and move it to your desktop
  2. Open the file using Microsoft Excel
  3. Windows users, if prompted, select “enable content/macros”.
  4. When prompted, save with a filename of your choosing.
  5. You are now ready to start your test drive !  Take as long as you like. There’s no expiration.  When making changes to the Settings page you may retype or  use copy/paste; please do not use cut/paste. For handy tips refer to the How to Use and FAQs located at the bottom of the Home and Dashboard pages.

How to Use : FAQs

6. To customize for other applications (Sales, Project Management, Strategic Planning, Marketing, Customer Complaint Tracking, Property Management …) please visit our Settings page examples.

7. Don’t forget … save your edits / changes prior to closing the file and exiting Excel – just like with any Excel file.

We’ll be sending you more tips in the coming days to help you take advantage of this great tool.

Questions?  Call (412.498.3420) or email us.  We’re here to help.

Thanks for your interest,

DAO IMG_4786 500






Dave Oshlag | Founder & CEO W5 Templates

Productivity Made Simple