Small Business CRM Productivity Tool – W5 Templates – easily manage customer relationships and projects using MS Excel

Product Description

Customizable, easy to use productivity tool designed to help small and medium size businesses organize to keep track of clients and projects. Track start and end dates, budgets, team members, suppliers and key next steps. Reduces stress, saving you time and money.

Now available with the option of our companion mobile app (W5T Cloud) to allow you to remotely use your smartphone or tablet, look up your information as well as capture action items and sync to your computer.

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Home Page
Dashboard Page

Category, Status & Priority Codes easily modified to fit your exact business needs
Settings Page

All fields with yellow background may be modified

Cost Savings

Save 50+% vs. larger enterprise systems
Payback your investment in a matter of weeks vs. months.
Customer support available 7 days a week
Free upgrades

Customized for Small Business

Client types
Suppliers
Subcontractors
Professional Services (Attorney, Accountant …)
Funding
Advertising
Social Media (Facebook/LinkedIn/Twitter)
Associations

Easy to Use

Built for Excel users. Leverages the power of MS Office
Fast set up, no IT support needed
FAQs and How to Use documentation included for easy reference
Simple to modify, no manual required

Operating System Requirements

Designed to work with Microsoft Excel for Windows10: Office 2013, 2015, 2016. Mac OS X: Office 2015, 2016, 2019.

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Small Business CRM Productivity Tool ($299) + W5T Cloud Mobile Access ($20/month)