The Family Inc. article from Saturday’s WSJ, talks about parents taking solutions from the workplace and applying them to their households, got me thinking. How do families organize their activities? Back in the day it used to be fairly simple. Today not so much so. While technology has made communicating more entertaining, it’s also made it harder for the heads of families to keep track of what’s going on. Maintaining an accurate, easy to reference record of the kids last doctors appointment, when the tires on the SUV were last replaced, when the furnace filter needs to be changed, which distant relative’s birthday is coming up all need to be managed somehow. I’ve had more than one friend tell me that the W5Templates product could be the answer. Tracking what’s coming up and having an easy to reference record of what’s happened in the past is key to any good household management system. An organized family, is a happy family.
About Dave OshlagW5Templates 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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• Excel based system for Windows and MAC
• Personalize to fit your needs
• Simple to Use, Saves Time, Cost Effective
• Mobile access to your data; view, edit, add
What Our Users Say
David Radin - Business Writer Pittsburgh Post Gazette
The simple Dashboard, is where W5 Templates’ magic takes place …
Marketing Manager, Pittsburgh PA
Keeps notes, comments and due dates all in one place. Has made managing projects much more straight forward.
Founder - Educational Consulting Company
The template allows me to easily organize and keep track of email communications by inserting conversations I’ve had with clients. I can see the communication history with a click of the button!
Marketing Manager, Pittsburgh PA
With 30+ projects in my queue, the customizable fields allow me to see the information I need quickly so I can build my daily task list in under 5 minutes.
Joe Lysaght – Printing and Marketing Services
After using the W5T CRM system I found it to be very dependable, easy to use and customize for my specific needs. The W5T mobile app is also a great tool when on the road allowing quick access to phone numbers, Google maps and to view or add client conversations and follow-up dates.
Kay Ranade - Director Strategy & Business Development, Loyalty Research Center
” It helps us track and manage contacts in a simple, effective and flexible way … allows us to stay focused on serving our prospects, while serving as an efficient productivity enhancement tool.”
Gary Friedman, President Trust-Franklin Press Co.
We implemented the W5T CRM Sales system as a way to execute our sales “cookbook” for success. W5T keeps the sales team organized, is easy to use and reduces the need for internal meetings.
Vice President, Wealth Advisory Firm
Since investing in this template, I have found the developers to be very responsive and helpful. This tool has definitely helped me manage and track sales leads, and has a very intuitive user interface.
Julia Kramer - Owner, Financial Peace for You
After trying the W5T demo I was sold!!! The program is easy to use, intuitive and best of all colorful!!! I especially enjoy the mobile app …
Market Manager Strategic Growth Platforms, PPG Industries
A simple and easy to use tool that has helped me organize and capture company names, contacts, and relevant information for exporting and sharing information with other people at PPG.