Sales CRM


Product Description

Designed to help easily manage your customer and prospect contact information. Track meetings, follow-up appointments, pre-quotes, RFPs, submitted proposals, negotiations, award and delivery.

Now available with the option of our mobile app (W5T Cloud) to allow you to remotely use your smartphone or tablet, look up your information as well as capture action items and sync to your computer.

Home Page

Home Page

Sales Dashboard

Dashboard Page

Cost Savings

  • Save 50+% vs. larger enterprise systems
  • Payback your investment in a matter of days vs. months
  • Customer support available 7 days a week
  • Free upgrades for the first year

Customized for Sales CRM

  • Project Description
  • Segment / Product Line
  • RFQ# and date
  • Proposal Due Date
  • Internal Quote # and date
  • Quote Expiration Date
  • Probability of Success
  • $ Value/ Estimated Revenue


Sales Settings

Settings Page [All fields with yellow background may be modified]

Category, Status & Priority Codes established for managing the sales process: easily modified to fit your exact business needs

Easy to Use

  • Built for Excel users. Leverages the power of MS Office
  • Fast set up, no IT support needed
  • FAQs and How to Use documentation included for easy reference
  • Simple to modify, no manual required

Operating System Requirements

Designed to work with Microsoft Excel for both Windows 7 and 10: Office  2007, 2010, 2013 and 2015. Mac OS X: Office 2011 and 2015.

Buy Now Sales CRM Productivity Tool ($299)

Buy Now w/ Cloud Access Small Business CRM Productivity Tool ($299) + W5T Cloud Mobile Access ($20/month)