Small Business CRM Productivity Tool
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.
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Dashboard PageCategory, Status & Priority Codes easily modified to fit your exact business needs
Settings PageAll fields with yellow background may be modified
- 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
- Professional Services (Attorney, Accountant …)
- Social Media (Facebook/LinkedIn/Twitter)
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.
Small Business CRM Productivity Tool ($299) + W5T Cloud Mobile Access ($20/month)