Category: Customer Relationship Management

Don’t believe us? Listen to this guy!

We’ve been posting blogs for a few weeks now and you’ve heard what we have to say about W5 Templates and it’s numerous perks. But hearing it from someone other than just us? That’s a whole different ball game. So,

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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

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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

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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

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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

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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

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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

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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

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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,

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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

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