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 Windows 7 and 10: Office 2010, 2013 and 2015. Mac OS X: Office 2015.
Sales CRM Productivity Tool ($299) + W5T Cloud Mobile Access ($20/month)