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 OshlagDave 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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• 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
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.
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.
David Radin - Business Writer Pittsburgh Post Gazette
The feature I like the best is the color coding of follow-up times — a cool little trick that W5 Templates does better than the other CRM systems I named (Salesforce.com, Sugar and Microsoft CRM), as well as better than Outlook or Franklin Covey’s PlanPlus.
Pat Hahnel Renner - President Treehouse Sweets
It acts as the Personal Assistant I wish I had!
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.
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
By using this system I have been able to cut my daily task organizing time in half !
Hank Walshak, Founder and President | Walshak Communications, Inc.
Thank you David. Your customer service is unparalleled.
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 …