DIY CRM

W5T Word Cloud L12Mo V2

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.

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About Dave Oshlag

W5Templates CEO & Founder and President of Project Marketing Associates, a company in the business of assisting leaders deliver results without increasing overhead. Dave's passion is project management. A graduate of Carnegie Mellon's Engineering and the University of Chicago's Business programs, he offers a practical and results oriented approach to CRM and Project Management based on 25+ years of experience.

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