Sales CRM

Product Description

Designed to easily manage your customer and prospect contact information. Track meetings, follow-up appointments, pre-quotes, RFPs, submitted proposals, negotiations, award and delivery.

Our companion mobile app (W5T Cloud) allows you to remotely use your smartphone or tablet, look up your information as well as capture action items and sync to your computer.

Cost Savings

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

Customized for Sales CRM

  • Project Description
  • Segment / Product Line
  • RFQ# and date
  • Proposal Due Date
  • Internal Quote # and date
  • Quote Expiration Date
  • Probability of Success
  • $ Value/ Estimated Revenue

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 both Windows10: Office 2013, 2015, 2016. Mac OS X: Office 2015, 2016, 2019.

Buy Now

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