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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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W5Templates for CRM – WHAT

What do you need a CRM for? Customer relationship management tools generally are used to track 4 different types of information: (1) Clients, (2) Prospects, (3) Marketing Activities and (4) Business Operations.  Small-Medium Business (SMB) owners generally just need to track clients, prospects and their related activities. As part of the WHAT, they also like to […]

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W5Templates for CRM – WHO

Who will benefit most from using W5Templates for their CRM needs? Small and Medium size business (SMB) owners will find the Excel based tool, plus the companion mobile app, will serve as “the administrative assistant you wish you had”. We understand SMBs don’t have the time or the financial resources to afford or implement a complicated […]

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10 min a day keeps the disorganization away

Being challenged to organize your day? Too many projects to keep track of? You’re not alone. It can be maddening to keep track of all that you have to do with just pen and paper or file folders. You need a single place to continuously monitor your projects – ideally being about to sort and […]

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Introducing W5Templates V6

Check it out. We’ve just released V6 of our Excel based W5Templates tools. New in this version: Dashboard page: (1) make edits directly using F2 for Windows and control-u for OS X, (2) “double click” in any cell in a row to get to the contact/project page, (3) date format feature at the bottom of […]

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Take time, to make the time, to save you time

In speaking with a number of prospective users this week, their biggest challenge continues to be “I don’t have time, to the take the time, to evaluate a product that will save me time”. If this sounds familiar, you are not alone. However, we can help make that process easier. In 30 minutes, via a GoToMeeting […]

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Happy 2016 – Time to Organize

Now that 2016 is here it’s time to get organized.  Start your year off by clearing out the clutter and organizing your contacts, notes and files in a way that will save you time and make you feel better about attacking the projects on your “to-do” list. Nothing gets in the way more than old files and notes.  Take […]

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Nonprofits Can Benefit Greatly from CRM

Nonprofit organizations are revered for their selfless natures of bettering certain causes or communities. Many nonprofit organizations are also accompanied by a chaotic environment of paperwork, funding and potential projects. Because many nonprofits cannot afford expensive organizational software, they often suffer undeserved consequences.   With a simple, straight-forward CRM software program like W5 Templates, nonprofits […]

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Say Goodbye to Late Nights: 3 Ways CRM Saves You Countless Hours

Sometimes, staying late is part of the game. You’ve spent the whole day in meetings and chatting with customers. At the end of the day, all of that data has to go somewhere; somewhere like your CRM. If you’re working with a clunky and complicated CRM, the process will take a long time and most […]

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W5 Templates Solution review on Ruudle.com

W5 Templates is a simple solution aimed at assisting SMB’s & sales people with their CRM & Project Management needs. With over 125 users across the globe, W5 Templates is a company, which is multiplying at a rapid rate. Founder and owner, Dave Oshlag, is one of the nicest and most patient people I’ve had […]

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