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W5T Goes Mobile (Pt. 3): CRM That Is More Flexible Than Your Schedule

We all have those days when we just don’t seem to have a moment to sit down between meetings, meetings and more meetings. This leaves very little time to focus on anything other that what is happening in those conference rooms or what is on the radio as you drive from location to location. When […]

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W5T Goes Mobile (Part 2): CRM That Never Leaves Your Side

As professionals in the year 2016, there is very little time spent not on a smart phone. Team Android or Team iPhone, that little metal device rarely leaves our side from the moment we wake up to when we go to bed – if then, even. Because we spend so much time on these devices […]

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W5T Goes Mobile: Contacts on the Run

Have you ever needed a client’s cell phone number but not wanted to dig through stacks of paper or turn your laptop on just for that one little thing? Using the W5 Templates mobile app makes this possible! When you begin working with a client, you can save their phone numbers, home and work addresses, […]

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CRM on the Move? It’s a real thing!

We’ve all had it happen: we’re out grabbing lunch, are sitting on the bus or are grocery shopping after work, when suddenly a client calls or emails asking a question about the work that you are doing for them. Under normal circumstances, it’s a scramble. You call your boss or co-worker, praying that someone will […]

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The Bottom Line: We’re Simple!

When working with CRM, you don’t want things to be complicated. In fact, you don’t even want them to be a tiny bit confusing. What you really need is something that is clean, clear-cut and easy to use. W5 Templates makes this possible with our system for CRM. Our goal when creating W5T was to […]

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Help US help YOU

Hi. We’re W5 Templates and we work to make customer relationship management simpler. You know what would make it even easier, though? Knowing exactly what you, our customers, need. Help US help YOU. After all, that’s why we’re really in this business: to make your lives easier! The idea of our product is to organize […]

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Defining CRM

Customer Relationship Management (noun): A management philosophy according to which a company’s goals can be best achieved through identification and satisfaction of the customers’ stated and unstated needs and wants. A computerized system for identifying, targeting, acquiring, and retaining the best mix of customers. These definitions come from BusinessDictionary.com. The way the site splits the […]

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W5Templates for CRM – WHY

Why bother. Why do you need a CRM tool?  The answer is simple.  The importance of the client, prospect and project information is vital to your business. What would you do with out it.  Quick and easy access to e-mail, phone numbers, web site and street address all immediately become available from the Quick Actions […]

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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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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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