CRM on the Move? It’s a real thing!

CRM on the Move? It’s a real thing!

We’ve all had it happen: we’re out grabbing lunch, are sitting on the bus or are grocery shopping after work, when suddenly a client calls or emails asking a question about the work that you are doing for them.

Under normal circumstances, it’s a scramble. You call your boss or co-worker, praying that someone will still be in the office to get you the information. Or, you sound incompetent and simply don’t have an answer to give the client. Neither of these are optimal.

However, what is optimal is using W5 Templates to avoid these situations.

With W5 Templates, not only is all of your information on your computer at work, but also right there on your phone with our handy app.

Using the app, you can find all of the same data that you will on your computer: names of clients, when the projected completion date is, who specifically is working on their project and the actions to be taken in the near future.

But, that’s not all. Using the mobile app allows you to do far more than just look at the data already inputted into the system.

Plenty of CRM systems exist, but not many can say that they are fully mobile. So you might as well go for the one that will make the most of your time, right? Learn more about our app over the next couple weeks through our blog!

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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