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.

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Home Page

Category, Status & Priority Codes established for managing the sales process: easily modified to fit your exact business needs
Dashboard Page
Setting Page

All fields with yellow background may be modified

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.

Buy Now (Cloud Access)

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

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