Check it out. We’ve just released V6 of our Excel based W5Templates tools. New in this version: Dashboard page: (1) make edits directly using F2 for Windows and control-u for OS X, (2) “double click” in any cell in a row to get to the contact/project page, (3) date format feature at the bottom of the Settings page to allow for different country formatting. For W5T cloud subscribers: (4) 3x faster syncing speeds, (5) changes made to the contacts/projects page are auto synced prior to returning to the Dashboard page. To request a FREE TRIAL – click here.
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
Partner, PMC Management Company
Property Management is chaotic on the best of days. With the W5 Template I have the luxury of a simple-to-use program that replaces my need to remember every detail for every unit. This product is control and simplification at its best.
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!
President Grau and Associates
The template itself is incredibly flexible. I can change the categories, manipulate its appearance, I can link my client and my client’s projects, and the relationships to my own document database via hot links. It’s effective !
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 …
David Radin - Business Writer Pittsburgh Post Gazette
The simple Dashboard, is where W5 Templates’ magic takes place …
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.
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.
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.
Hank Walshak, Founder and President | Walshak Communications, Inc.
Thank you David. Your customer service is unparalleled.
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.