DIY CRM

What does it mean to “Do it yourself”, when it comes to CRM?  You want the ability to choose what you track, manage and control. But you don’t want something that’s complicated. Who does?

The simplicity of the W5Templates approach, is a single Settings page, to make it easy to define the unique data fields you need to track. To assist you in deciding what fields to use for your business needs, we provide examples for a number of different applications.

By using the W5T system, you have the ability to set the colors of your follow-up date reminders:  pre-set to green (today), yellow (coming up), red (missed it).

Because we’ve built W5Templates using MS Excel, the functionality is familiar to all who already have Microsoft Office installed on their work pc. At last count that was over a billion copies worldwide.

Take the time to DIY, when it comes to CRM.  You’re more app to use a product that’s easy to use and easy to personalize.

Check us out.

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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