Category: Customer Relationship Management

Happy New Year to all.  As we launch into 2013 we’re introducing W5T version 3.0 which contains the following new features and increased functionality. Users now have the added ability to modify a number of the standard contact field names, …

Introducing Version 3.0 for 2013 Read More »

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The sales process can be tricky to manage and the details are important. A typical sale includes: an initial meeting, follow up appointments, pre-quotes, RFP stage, proposal submitted, negotiations, award, and delivery. Along the way you’ll need to keep track …

CRM for Sales Read More »

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Keeping track of the details is key to making your real estate management business successful. There are over 17 million apartment units in the US, with 80% of them in 2 to 4 unit buildings and only 41% of them …

CRM for Real Estate Management Read More »

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  CEO, Precise Energy Partners  “We recently decided that we needed a CRM program for our business but felt that some of the more well known software programs were too complicated and expensive.  When I found your CRM Excel template …

User Testimonials Read More »

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July 15, 2012 | David Radin | post-gazette.com Business Section | Life is too complicated — especially when your company asks you to learn a complex automation that makes it better for them but not for you. Yet, in many cases, …

W5 Templates spreadsheet ideal for CRM needs Read More »

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This product is just what you need to help you keep track of your clients and their projects.  No IT support needed.  Download the template, define your Settings page and start inputting your customer contact information.

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Lots of details to keep track of.  Creating a project for each element of the wedding will make it a lot easier to manage; wedding hall, reception hall, gowns/tux, caterer (menu), flowers, band, wedding license, and finally honeymoon plans …

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