Key Benefits
Easy to Use
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- Built for Excel users.
- Pre-programmed navigation buttons.
- Fast set up, no programming or IT support needed.
- Single Settings page makes modifications simple.
- Smart sort features, eliminates the need to define sort areas.
- Complete Import / Export features.
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Saves Time
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- Quickly organize and prioritize your day; simple sort features.
- Color coded reminders automatically display on the Dashboard page.
- Each themed version pre-customized for the way you do business.
- W5T Cloud gives you access to your clients via any mobile device.
- Resource tables on each contact/project page.
- Safe from network outages; master copy resides on your PC.
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Cost Effective
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- Leverages the power of MS Office.
- Competitive products can cost up to 2-3 x more per user per month.
- W5Templates only requires a one time license fee per user.
- Customer support available 7 days a week.
- Free upgrades for the first year.
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Mobile Access
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- View your Contacts and Projects on any mobile device.
- Quick Actions allow you to call, text, e-mail or navigate directly from your smartphone.
- View your custom contact/project details.
- Remotely read and add notes.
- Administrative function to assign which team members have Read/Write/None permissions by client/project.
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