Category: SMB

Awesome things you can do with the W5 Templates mobile app. 1. Voice record client / project notes 2. Call a client / one touch 3. Message a client 4. Record your business mileage 5. Record business expenses 6. Create a …

W5T Mobile Top 10 Read More »

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What does it mean to “Do it yourself”, when it comes to CRM?  You want the ability to choose what you track, manage and control. But you don’t want something that’s complicated. Who does? The simplicity of the W5Templates approach, is …

DIY CRM Read More »

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WHERE in the world is the contact information for your clients and prospects?  It might be in your phone’s address contact list … and then again it might not be.  If you’re working as part of a team and sharing …

W5Templates for CRM – WHERE Read More »

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What do you need a CRM for? Customer relationship management tools generally are used to track 4 different types of information: (1) Clients, (2) Prospects, (3) Marketing Activities and (4) Business Operations.  Small-Medium Business (SMB) owners generally just need to track …

W5Templates for CRM – WHAT Read More »

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Who will benefit most from using W5Templates for their CRM needs? Small and Medium size business (SMB) owners will find the Excel based tool, plus the companion mobile app, will serve as “the administrative assistant you wish you had”. We understand …

W5Templates for CRM – WHO Read More »

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W5 Templates is a simple solution aimed at assisting SMB’s & sales people with their CRM & Project Management needs. With over 125 users across the globe, W5 Templates is a company, which is multiplying at a rapid rate. Founder …

W5 Templates Solution review on Ruudle.com Read More »

The month of October isn’t only associated with fall and Halloween. For small to medium-sized businesses October marks the beginning of the end. The fourth quarter. Crunch time. Q4 is filled with major holidays like Thanksgiving, Hanukkah, Christmas and New …

3 Ways to Improve Your CRM for Q4 Read More »

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No matter how fancy or sophisticated the CRM tool, it only works as well as the people who manage it. If you wish to give you business’s customers more attention you must understand not only the technology but your employees …

How to Build a CRM Strategy in 5 Steps Read More »

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We hope you had a wonderful Labor Day weekend filled with fun, family, friends and good food. Many people think of Labor Day as an extended weekend that marks the end of summer; the last chance to jump in the …

The True Meaning of Labor Day Read More »

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Some of you may be wondering, “Why should I pay for a CRM tool when I already have access to excel tools like Google Sheets and Microsoft Excel?”. That’s an incredibly valid question. There are great benefits to a CRM …

Why Pay for CRM when You Already Have Excel? Read More »

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