To help illustrate what the 5w’s approach can do for you, here are some examples of our CRM and Project Management, Setting pages (click to enlarge). View them for ideas and inspiration on how to choose the right set of descriptions for your needs.
Customer Relationship Management
Property Management
Sales
Small Business
Customer Complaint Tracking
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Property Management
Customized for management of single or multi-unit rental properties. (Right-click for larger view) -
Sales
Customized for sales and customer relationship management. (Right-click for larger view) -
Small Business
Customized to manage a variety of small to medium size businesses. (Right-click for larger view) -
Customer Complaint Tracking
Customized to capture detailed customer complaints or feedback at the time of contact. (Right-click for larger view)
Project Management
NPD Project Management
Marketing – Brands/Products
Strategic Portfolio Score Card
Manufacturing Continuous Improvement
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NPD Project Management
Customized for project portfolio management using a 5 stage gate process. (Right-click for larger view) -
Marketing – Brands/Products
Customized for management of marketing related projects. (Right-click for larger view) -
Strategic Portfolio Score Card
Customized to prioritize, rack & stack strategic projects in a super flexible score card format. (Right-click for larger view) -
Manufacturing Continuous Improvement
Customized to help manufacturers, track and follow specific performance measures. (Right-click for larger view)
