Excel based CRM and Project Management Tool + mobile app
Track and manage clients, prospects and projects using our unique Microsoft Excel solution. Easy to use, saves time, cost effective. Mobile app makes information available from your smartphone or tablet, anytime, anywhere. Request a free trial today.
Our unique color coded displays, on our Dashboard and FREE mobile app, remind you (Green, Yellow, Red) when to follow-up with your prospects and customers, resulting in stronger relationships and higher sales.
Track, control and manage your real estate clients. Utilize mobile app to record real-time client feedback.
Only 13% of all project meetings have minutes and action items issued by the next day! Successfully leading projects is all about keeping track of the who, what, where, why and when.
“To be successful at CRM it has to be non-negotiable, something you do everyday” David Oshlag, CEO W5Templates
