Small Business CRM Productivity Tool


Product Description

Customizable, easy to use productivity tool designed to help small and medium size businesses organize to keep track of clients and projects. Track start and end dates, budgets, team members, suppliers and key next steps. Reduces stress, saving you time and money.

Now available with the option of our companion mobile app (W5T Cloud) to allow 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 weeks vs. months.
  • Customer support available 7 days a week
  • Free upgrades

Customized for Small Business

  • Client types
  • Suppliers
  • Subcontractors
  • Professional Services (Attorney, Accountant …)
  • Funding
  • Advertising
  • Social Media (Facebook/LinkedIn/Twitter)
  • Associations


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 Windows 7 and 10: Office 2010, 2013 and 2015. Mac OS X: Office 2015.

Buy Now (Cloud Access)

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