W5T Goes Mobile: Contacts on the Run

W5T Goes Mobile: Contacts on the Run

Have you ever needed a client’s cell phone number but not wanted to dig through stacks of paper or turn your laptop on just for that one little thing?

Using the W5 Templates mobile app makes this possible!

When you begin working with a client, you can save their phone numbers, home and work addresses, email addresses, and even their birthday! Have more things that you want to be able to save about them? You can customize your template to fit your needs!

As we all know, CRM is all about creating and maintaining relationships. Having CRM on the go makes this even easier than ever before.

According to techopedia.com, mobile customer relationship management is a type of customer relationship management application designed to be executed, operated and accessed through mobile platforms.

It leaves no reason to scramble for an email address or phone number, and with our template being based on Excel, thus being incredible customizable and user friendly, you really can’t go wrong!

As a Marketing Director from Guardian Storage put it:

“So many project management tools are cumbersome and frustrating to use, this one makes project management a breeze. I would recommend this template to anyone who is looking for a really simple and effective way to organize his or her day, week, month or year. By using this system I have been able to cut my daily task organizing time in half! 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. Thanks for creating such an easy to use project management tool.”

Want to make your CRM this easy, too? Great! Sign up for our free trial and find out what it’s all about!

Dave 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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