Here’s a new link so you can now experience the W5T mobile app. See color coded reminders – green (due today), yellow (approaching due date), red (missed due date). Add new contacts, projects and notes remotely. Edit all existing information. See how easy it is to track, manage and control your prospect, client and project details. Call, e-mail, text and navigate using the Quick Actions page.
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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
Pat Hahnel Renner - President Treehouse Sweets
It acts as the Personal Assistant I wish I had!
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.
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.
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 !
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.
Hank Walshak, Founder and President | Walshak Communications, Inc.
Thank you David. Your customer service is unparalleled.
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.
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.”
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.